Question 1

Which hedge funds and institutional investors hold IDA?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IDA?

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 IDA?

Accepted Answer

QoQ changes for IDA 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	1.9M	$275.1M	0.0%	$2896.4B
Two Sigma	1.4M	$193.1M	0.2%	$123.9B
Capital World	1.2M	$169.7M	0.0%	$732.9B
Soros Fund	577.3K	$82.5M	0.9%	$9.1B
Capital Research	460.0K	$65.8M	0.0%	$644.6B
Franklin Templeton	376.1K	$53.8M	0.0%	$408.3B
Jennison	282.0K	$40.3M	0.0%	$145.4B
William Blair	222.5K	$31.8M	0.1%	$30.3B
Geode Capital	206.6K	$29.5M	0.0%	$1607.5B
Adage Capital	180.0K	$25.7M	0.0%	$64.8B
Wellington	147.8K	$21.1M	0.0%	$535.5B
Fidelity (FMR)	118.1K	$16.9M	0.0%	$1898.4B
Citadel	97.4K	$13.9M	0.0%	$618.5B
Gotham Asset	96.0K	$13.7M	0.0%	$32.7B
Bridgewater	95.5K	$13.7M	0.1%	$22.4B
Point72	89.0K	$12.7M	0.0%	$78.1B
Tudor	63.3K	$9.1M	0.0%	$53.9B
Schonfeld	59.8K	$8.5M	0.1%	$14.2B
Gabelli	55.5K	$7.9M	0.1%	$14.8B
First Eagle	41.6K	$5.9M	0.0%	$59.0B
DE Shaw	32.6K	$4.7M	0.0%	$166.3B
Brevan Howard	32.6K	$4.7M	0.0%	$11.3B
DFA	29.0K	$4.1M	0.0%	$481.4B
Citadel	28.1K	$4.0M	0.0%	$618.5B
Millennium	25.1K	$3.6M	0.0%	$240.3B
WorldQuant	21.5K	$3.1M	0.0%	$25.9B
Man Group	20.3K	$2.9M	0.0%	$55.1B
American Century	19.6K	$2.8M	0.0%	$194.3B
Caxton	10.6K	$1.5M	0.0%	$4.4B
DE Shaw	10.0K	$1.4M	0.0%	$166.3B
Winton	8.5K	$1.2M	0.0%	$2.9B
Citadel	6.3K	$901K	0.0%	$618.5B
Neuberger Berman (Eisman)	3.9K	$564K	0.0%	$131.4B
BlackRock	745	$107K	—	$5723.5B
AQR Capital	144	$20K	—	$218.4B
Northern Trust	102	$15K	—	$756.6B
Kayne Anderson	6	$858	—	$34.0B
Acadian	1.0K	$146	0.0%	$70.5M

IDA

Who Holds IDA

Changes This Quarter