Question 1

Which hedge funds and institutional investors hold FERG?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for FERG?

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 FERG?

Accepted Answer

QoQ changes for FERG 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	4.6M	$1.1B	0.0%	$2896.4B
WCM	4.3M	$972.5M	2.2%	$43.8B
Durable Capital	2.2M	$511.3M	5.3%	$9.7B
Capital Research	2.1M	$488.6M	0.1%	$644.6B
Millennium	1.2M	$291.3M	0.1%	$240.3B
Adage Capital	706.3K	$164.8M	0.3%	$64.8B
Mawer	672.0K	$156.8M	1.0%	$15.4B
Cantillon	671.0K	$156.5M	1.0%	$15.1B
Eminence	645.8K	$150.6M	3.5%	—
First Eagle	633.3K	$147.7M	0.3%	$59.0B
Marshall Wace	562.6K	$131.2M	0.1%	$100.4B
Balyasny	547.1K	$127.6M	0.2%	$77.1B
ClearBridge	539.5K	$125.8M	0.1%	$114.9B
Geode Capital	520.4K	$121.4M	0.0%	$1607.5B
Citadel	439.3K	$102.5M	0.0%	$618.5B
Wellington	360.0K	$84.0M	0.0%	$535.5B
D1 Capital	349.3K	$81.5M	0.7%	$11.2B
Robeco	232.7K	$54.3M	1.1%	$4.7B
Suvretta	211.9K	$49.4M	1.3%	$3.9B
Point72	202.3K	$47.2M	0.1%	$78.1B
American Century	187.1K	$43.6M	0.0%	$194.3B
Markel	170.7K	$39.8M	0.3%	$11.9B
Gotham Asset	163.0K	$38.0M	0.1%	$32.7B
Artisan Partners	130.0K	$30.3M	0.0%	$62.3B
DFA	93.8K	$21.9M	0.0%	$481.4B
DE Shaw	88.3K	$20.6M	0.0%	$166.3B
Arrowstreet	49.1K	$11.4M	0.0%	$184.8B
ExodusPoint	45.6K	$10.6M	0.1%	$12.4B
Bridgewater	38.3K	$8.9M	0.0%	$22.4B
Giverny Capital	36.7K	$8.6M	0.3%	$2.7B
Citadel	28.1K	$6.6M	0.0%	$618.5B
Schonfeld	21.6K	$5.0M	0.0%	$14.2B
Brevan Howard	18.3K	$4.3M	0.0%	$11.3B
Citadel	17.3K	$4.0M	0.0%	$618.5B
GMO	17.1K	$4.0M	0.0%	$39.1B
Moore Capital	13.6K	$3.2M	0.1%	$4.9B
Northern Trust	13.5K	$3.1M	0.0%	$756.6B
Fidelity (FMR)	11.7K	$2.7M	0.0%	$1898.4B
Man Group	10.3K	$2.4M	0.0%	$55.1B
Renaissance Tech	7.5K	$1.7M	0.0%	$63.9B
Steadfast	6.4K	$1.5M	0.1%	$2.9B
Millennium	4.6K	$1.1M	0.0%	$240.3B
Gabelli	3.0K	$700K	0.0%	$14.8B
AQR Capital	2.2K	$517K	0.0%	$218.4B
Millennium	2.2K	$513K	0.0%	$240.3B
GGH	2.1K	$501K	0.0%	$8.3B
Neuberger Berman (Eisman)	1.9K	$445K	0.0%	$131.4B
Baupost	1.4M	$336K	6.6%	$5.1M
Ruane Cunniff (Sequoia)	1.0K	$233K	0.0%	$6.0B
Franklin Templeton	192	$45K	—	$408.3B
BlackRock	16	$4K	—	$5723.5B
Acadian	13.9K	$3K	0.0%	$70.5M
Kayne Anderson	8	$2K	—	$34.0B
LSV	600	$140	0.0%	$46.4M

FERG

Who Holds FERG

Changes This Quarter