Question 1

Which hedge funds and institutional investors hold EB4?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for EB4 shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for EB4 whale holdings?

Accepted Answer

Conviction level reflects how significant EB4 is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to EB4, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for EB4?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about EB4?

Accepted Answer

QoQ changes for EB4 show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Renaissance Tech	2.0M	$9.1M	0.0%	$63.9B
State Street	1.6M	$7.2M	0.0%	$2896.4B
Two Sigma	627.0K	$2.8M	0.0%	$123.9B
Gabelli	551.8K	$2.5M	0.0%	$14.8B
Millennium	510.0K	$2.3M	0.0%	$240.3B
DE Shaw	394.4K	$1.8M	0.0%	$166.3B
Tudor	351.3K	$1.6M	0.0%	$53.9B
Citadel	326.5K	$1.5M	0.0%	$618.5B
Geode Capital	265.6K	$1.2M	0.0%	$1607.5B
Invesco	192.7K	$858K	0.0%	$653.3B
Citadel	120.4K	$536K	0.0%	$618.5B
BlackRock	58.3K	$260K	—	$5723.5B
Marshall Wace	55.8K	$248K	0.0%	$100.4B
DFA	52.3K	$233K	—	$481.4B
Point72	20.7K	$92K	0.0%	$78.1B
AQR Capital	17.6K	$78K	—	$218.4B
GMO	14.8K	$66K	0.0%	$39.1B
Franklin Templeton	8.2K	$36K	—	$408.3B
Northern Trust	2.5K	$11K	—	$756.6B
Fidelity (FMR)	193	$860	—	$1898.4B

EB4

Who Holds EB4

Changes This Quarter