Question 1

Which hedge funds and institutional investors hold FISI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for FISI?

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 FISI?

Accepted Answer

QoQ changes for FISI 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
Adage Capital	948.4K	$30.1M	0.0%	$64.8B
State Street	579.1K	$18.5M	0.0%	$2896.4B
Two Sigma	274.7K	$8.7M	0.0%	$123.9B
Renaissance Tech	202.9K	$6.4M	0.0%	$63.9B
Hotchkis & Wiley	202.3K	$6.4M	0.0%	$32.4B
American Century	87.8K	$2.8M	0.0%	$194.3B
Geode Capital	69.0K	$2.2M	0.0%	$1607.5B
Wellington	63.0K	$2.0M	0.0%	$535.5B
Segall Bryant	43.3K	$1.4M	0.0%	$7.0B
DFA	30.8K	$977K	0.0%	$481.4B
Man Group	29.9K	$949K	0.0%	$55.1B
ExodusPoint	23.7K	$753K	0.0%	$12.4B
BlackRock	23.2K	$736K	—	$5723.5B
Millennium	17.2K	$547K	0.0%	$240.3B
Citadel	9.6K	$303K	—	$618.5B
Balyasny	9.1K	$289K	0.0%	$77.1B
Marshall Wace	8.2K	$261K	0.0%	$100.4B
Brevan Howard	7.3K	$232K	0.0%	$11.3B
DE Shaw	7.3K	$230K	0.0%	$166.3B
Northern Trust	3.0K	$95K	—	$756.6B
AQR Capital	1.7K	$55K	—	$218.4B
Franklin Templeton	762	$24K	—	$408.3B
Acadian	554.6K	$18K	0.0%	$70.5M
LSV	163.9K	$5K	0.0%	$46.4M
Fidelity (FMR)	17	$538	—	$1898.4B

FISI

Who Holds FISI

Changes This Quarter