Question 1

Which hedge funds and institutional investors hold EPM?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for EPM?

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 EPM?

Accepted Answer

QoQ changes for EPM 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
American Century	1.1M	$5.0M	0.0%	$194.3B
Renaissance Tech	952.9K	$4.4M	0.0%	$63.9B
State Street	692.5K	$3.2M	0.0%	$2896.4B
Point72	167.8K	$768K	0.0%	$78.1B
Citadel	160.6K	$736K	0.0%	$618.5B
Geode Capital	111.1K	$509K	—	$1607.5B
Millennium	87.8K	$402K	0.0%	$240.3B
DFA	69.4K	$318K	0.0%	$481.4B
Citadel	60.1K	$275K	—	$618.5B
Schonfeld	34.8K	$159K	0.0%	$14.2B
DE Shaw	27.7K	$127K	0.0%	$166.3B
Two Sigma	18.0K	$83K	0.0%	$123.9B
Wellington	16.5K	$76K	—	$535.5B
Arrowstreet	16.5K	$75K	—	$184.8B
Northern Trust	13.3K	$61K	—	$756.6B
Citadel	10.2K	$47K	—	$618.5B
Fidelity (FMR)	371	$2K	—	$1898.4B
BlackRock	355	$2K	—	$5723.5B
AQR Capital	53	$243	—	$218.4B

EPM

Who Holds EPM

Changes This Quarter