SWStonkWhisper

IRWDInstitutional Flow

Period: 2026-03-31 · 25 managers with reported activity

FundFlow Score
+0.44
New Positions
5
Increased
13
Decreased / Exited
7

IRWD institutional flow for the 2026-03-31 13F reporting period: 25 institutional managers filed activity, with 5 opening new positions and 13 increasing existing holdings (72% bullish). 5 reduced positions and 2 fully exited (28% bearish). FundFlow score: +0.44 — signaling institutional accumulation with 100% confidence.

FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for IRWD.

Quarterly Flow History

2024-09
-0.36
25m
2024-12
-0.10
20m
2025-03
+0.28
25m
2025-06
-0.17
24m
2025-09
-0.47
15m
2025-12
+0.36
22m
2026-03
+0.44
25m
2026-06
0.00
2m

Accumulating (18)

ManagerActionSharesValue
Segall BryantNEW POSITION278K$976.5M
SchonfeldNEW POSITION58K$204.9M
Brevan HowardNEW POSITION14K$49.9M
Farallon CapitalNEW POSITION13K$45.6M
Gotham AssetNEW POSITION11K$37.4M
State StreetINCREASED7.5M+69%$26.2B
Two SigmaINCREASED5.8M+105%$20.5B
ArrowstreetINCREASED3.4M+724%$11.9B
Man GroupINCREASED541K+1035%$1.9B
LSVINCREASED308K+3307%$1.1M
AcadianINCREASED6.6M+2%$23.1M
CitadelINCREASED109K+697%$383.3M
WintonINCREASED242K+47%$848.5M
Geode CapitalINCREASED519K+11%$1.8B
DFAINCREASED53K+91%$187.5M
InvescoINCREASED401K+6%$1.4B
Franklin TempletonINCREASED17K+125%$59.2M
Northern TrustINCREASED11K+45%$39.0M

Distributing (7)

ManagerActionSharesPrev Value
BalyasnyEXITED0-100%
Fisher InvestmentsEXITED0-100%
Marshall WaceDECREASED292K-92%$1.0B
Renaissance TechDECREASED8.1M-2%$28.3B
MillenniumDECREASED457K-18%$1.6B
DE ShawDECREASED48K-59%$168.3M
WellingtonDECREASED293K-13%$1.0B
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →