Question 1

Which hedge funds and institutional investors hold EPI?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for EPI 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 EPI whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for EPI?

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 EPI?

Accepted Answer

QoQ changes for EPI 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
DE Shaw	87.4K	$3.6M	0.0%	$166.3B
Marshall Wace	44.5K	$1.8M	0.0%	$100.4B
Tudor	21.9K	$894K	0.0%	$53.9B
William Blair	21.0K	$857K	0.0%	$30.3B
Citadel	15.2K	$620K	0.0%	$618.5B
Neuberger Berman (Eisman)	13.2K	$539K	0.0%	$131.4B
Jennison	11.2K	$455K	0.0%	$145.4B
Northern Trust	7.3K	$298K	—	$756.6B
Fidelity (FMR)	6.4K	$260K	—	$1898.4B
BlackRock	1.2K	$48K	—	$5723.5B

EPI

Who Holds EPI

Changes This Quarter