Question 1

Which hedge funds and institutional investors hold ERAS?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for ERAS?

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 ERAS?

Accepted Answer

QoQ changes for ERAS 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	9.3M	$150.5M	0.0%	$2896.4B
Balyasny	5.1M	$83.2M	0.1%	$77.1B
Suvretta	3.4M	$55.6M	1.4%	$3.9B
Adage Capital	2.1M	$34.0M	0.1%	$64.8B
Renaissance Tech	1.4M	$22.6M	0.0%	$63.9B
DE Shaw	1.2M	$19.7M	0.0%	$166.3B
Geode Capital	782.4K	$12.7M	0.0%	$1607.5B
BlackRock	743.3K	$12.0M	0.0%	$5723.5B
Point72	693.3K	$11.2M	0.0%	$78.1B
Invesco	667.7K	$10.8M	0.0%	$653.3B
Millennium	576.0K	$9.3M	0.0%	$240.3B
ExodusPoint	575.7K	$9.3M	0.1%	$12.4B
Marshall Wace	426.5K	$6.9M	0.0%	$100.4B
American Century	381.0K	$6.2M	0.0%	$194.3B
Citadel	226.9K	$3.7M	0.0%	$618.5B
Citadel	140.8K	$2.3M	0.0%	$618.5B
DFA	120.0K	$1.9M	0.0%	$481.4B
Franklin Templeton	101.7K	$1.6M	0.0%	$408.3B
Schonfeld	68.0K	$1.1M	0.0%	$14.2B
GGH	56.6K	$916K	0.0%	$8.3B
Brevan Howard	55.1K	$892K	0.0%	$11.3B
Citadel	36.9K	$597K	0.0%	$618.5B
Hudson Bay	35.4K	$572K	0.0%	$29.0B
Northern Trust	20.7K	$336K	—	$756.6B
Farallon Capital	18.0K	$291K	0.0%	$17.5B
Two Sigma	15.8K	$256K	0.0%	$123.9B
Winton	10.6K	$172K	0.0%	$2.9B
Wellington	5.8K	$94K	—	$535.5B
Fidelity (FMR)	2.2K	$36K	—	$1898.4B
Acadian	12.4K	$200	0.0%	$70.5M
AQR Capital	4	$65	—	$218.4B

ERAS

Who Holds ERAS

Changes This Quarter