Question 1

Which hedge funds and institutional investors hold IR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IR?

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 IR?

Accepted Answer

QoQ changes for IR 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
Capital World	31.2M	$2.5B	0.3%	$732.9B
Capital Research	29.5M	$2.4B	0.4%	$644.6B
State Street	15.4M	$1.2B	0.0%	$2896.4B
Fisher Investments	7.2M	$577.7M	0.2%	$294.9B
Franklin Templeton	2.8M	$222.6M	0.1%	$408.3B
Artisan Partners	1.5M	$121.5M	0.2%	$62.3B
Geode Capital	1.2M	$93.1M	0.0%	$1607.5B
Fidelity (FMR)	1.1M	$85.7M	0.0%	$1898.4B
Arrowstreet	548.0K	$43.9M	0.0%	$184.8B
DFA	463.3K	$37.1M	0.0%	$481.4B
Gotham Asset	265.5K	$21.3M	0.1%	$32.7B
Millennium	170.0K	$13.6M	0.0%	$240.3B
Adage Capital	168.9K	$13.5M	0.0%	$64.8B
Citadel	141.4K	$11.3M	0.0%	$618.5B
Millennium	101.9K	$8.2M	0.0%	$240.3B
Citadel	100.5K	$8.1M	0.0%	$618.5B
Wellington	94.7K	$7.6M	0.0%	$535.5B
ExodusPoint	78.9K	$6.3M	0.1%	$12.4B
Robeco	77.9K	$6.2M	0.1%	$4.7B
Marshall Wace	58.6K	$4.7M	0.0%	$100.4B
Gabelli	50.6K	$4.1M	0.0%	$14.8B
American Century	28.2K	$2.3M	0.0%	$194.3B
Bridgewater	25.2K	$2.0M	0.0%	$22.4B
Citadel	21.3K	$1.7M	0.0%	$618.5B
Two Sigma	20.5K	$1.6M	0.0%	$123.9B
ClearBridge	20.1K	$1.6M	0.0%	$114.9B
Neuberger Berman (Eisman)	15.7K	$1.3M	0.0%	$131.4B
Tudor	12.5K	$1.0M	0.0%	$53.9B
Man Group	12.1K	$970K	0.0%	$55.1B
Brevan Howard	8.7K	$699K	0.0%	$11.3B
Winton	8.7K	$695K	0.0%	$2.9B
Millennium	6.0K	$481K	0.0%	$240.3B
Tudor	3.9K	$312K	0.0%	$53.9B
BlackRock	3.4K	$276K	—	$5723.5B
Invesco	943	$76K	—	$653.3B
Northern Trust	387	$31K	—	$756.6B
Balyasny	239	$19K	—	$77.1B
Kayne Anderson	15	$1K	—	$34.0B
AQR Capital	3	$235	—	$218.4B

IR

Who Holds IR