Question 1

Which hedge funds and institutional investors hold EPR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for EPR?

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 EPR?

Accepted Answer

QoQ changes for EPR 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
State Street	3.8M	$193.2M	0.0%	$2896.4B
Balyasny	975.1K	$48.7M	0.1%	$77.1B
American Century	936.0K	$46.8M	0.0%	$194.3B
Millennium	775.0K	$38.7M	0.0%	$240.3B
Renaissance Tech	564.4K	$28.2M	0.0%	$63.9B
DE Shaw	367.3K	$18.3M	0.0%	$166.3B
Marshall Wace	364.6K	$18.2M	0.0%	$100.4B
Geode Capital	293.8K	$14.7M	0.0%	$1607.5B
Two Sigma	256.7K	$12.8M	0.0%	$123.9B
Gotham Asset	212.9K	$10.6M	0.0%	$32.7B
Wellington	205.2K	$10.3M	0.0%	$535.5B
Point72	118.7K	$5.9M	0.0%	$78.1B
Caxton	75.8K	$3.8M	0.1%	$4.4B
Citadel	73.6K	$3.7M	0.0%	$618.5B
Citadel	47.9K	$2.4M	0.0%	$618.5B
DFA	19.9K	$993K	0.0%	$481.4B
Citadel	15.1K	$754K	0.0%	$618.5B
Northern Trust	10.2K	$511K	0.0%	$756.6B
Brevan Howard	8.8K	$441K	0.0%	$11.3B
Franklin Templeton	5.1K	$256K	0.0%	$408.3B
Man Group	5.1K	$254K	0.0%	$55.1B
Winton	4.8K	$240K	0.0%	$2.9B
Fidelity (FMR)	3.7K	$186K	—	$1898.4B
Invesco	3.0K	$151K	—	$653.3B
LSV	1.5M	$73K	0.2%	$46.4M
BlackRock	1.4K	$72K	—	$5723.5B
Neuberger Berman (Eisman)	475	$24K	—	$131.4B
AQR Capital	137	$7K	—	$218.4B

EPR

Who Holds EPR

Changes This Quarter