Question 1

Which hedge funds and institutional investors hold ERIC?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for ERIC?

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 ERIC?

Accepted Answer

QoQ changes for ERIC 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
Hotchkis & Wiley	82.3M	$927.1M	2.9%	$32.4B
PRIMECAP	37.5M	$422.7M	0.3%	$127.0B
Arrowstreet	13.7M	$154.5M	0.1%	$184.8B
Renaissance Tech	9.1M	$102.3M	0.2%	$63.9B
Fidelity (FMR)	4.2M	$46.9M	0.0%	$1898.4B
American Century	2.4M	$26.7M	0.0%	$194.3B
Marshall Wace	1.2M	$13.6M	0.0%	$100.4B
Balyasny	1.1M	$12.5M	0.0%	$77.1B
Citadel	1.1M	$12.1M	0.0%	$618.5B
DE Shaw	1.0M	$11.6M	0.0%	$166.3B
Two Sigma	883.9K	$10.0M	0.0%	$123.9B
Millennium	500.0K	$5.6M	0.0%	$240.3B
Wellington	462.3K	$5.2M	0.0%	$535.5B
GMO	435.1K	$4.9M	0.0%	$39.1B
Man Group	282.4K	$3.2M	0.0%	$55.1B
Geode Capital	265.0K	$3.0M	0.0%	$1607.5B
Millennium	162.0K	$1.8M	0.0%	$240.3B
ExodusPoint	116.9K	$1.3M	0.0%	$12.4B
Bridgewater	110.6K	$1.2M	0.0%	$22.4B
Citadel	67.7K	$763K	0.0%	$618.5B
Acadian	64.8M	$730K	1.0%	$70.5M
Invesco	55.2K	$622K	0.0%	$653.3B
Citadel	36.8K	$415K	0.0%	$618.5B
DFA	21.8K	$246K	0.0%	$481.4B
Franklin Templeton	15.0K	$169K	—	$408.3B
Neuberger Berman (Eisman)	2.4K	$27K	—	$131.4B
BlackRock	815	$9K	—	$5723.5B
Northern Trust	167	$2K	—	$756.6B
LSV	142.4K	$2K	0.0%	$46.4M
AQR Capital	60	$676	—	$218.4B

ERIC

Who Holds ERIC

Changes This Quarter