Question 1

Which hedge funds and institutional investors hold IRM?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IRM?

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 IRM?

Accepted Answer

QoQ changes for IRM 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	17.6M	$1.8B	0.1%	$2896.4B
Capital World	1.9M	$190.7M	0.0%	$732.9B
Select Equity	1.8M	$181.8M	0.9%	$19.5B
Geode Capital	966.4K	$98.7M	0.0%	$1607.5B
American Century	815.8K	$83.3M	0.0%	$194.3B
Adage Capital	590.1K	$60.3M	0.1%	$64.8B
WorldQuant	548.0K	$56.0M	0.2%	$25.9B
Point72	377.6K	$38.6M	0.0%	$78.1B
Millennium	374.5K	$38.2M	0.0%	$240.3B
Soros Fund	310.0K	$31.7M	0.3%	$9.1B
Citadel	274.4K	$28.0M	0.0%	$618.5B
Schonfeld	248.9K	$25.4M	0.2%	$14.2B
Citadel	206.2K	$21.1M	0.0%	$618.5B
Hudson Bay	190.9K	$19.5M	0.1%	$29.0B
Two Sigma	179.2K	$18.3M	0.0%	$123.9B
Balyasny	128.7K	$13.1M	0.0%	$77.1B
Citadel	98.4K	$10.1M	0.0%	$618.5B
BlackRock	90.0K	$9.2M	0.0%	$5723.5B
DFA	74.9K	$7.7M	0.0%	$481.4B
Millennium	67.4K	$6.9M	0.0%	$240.3B
Wellington	41.9K	$4.3M	0.0%	$535.5B
Gotham Asset	39.7K	$4.1M	0.0%	$32.7B
Tudor	37.2K	$3.8M	0.0%	$53.9B
Tudor	23.0K	$2.3M	0.0%	$53.9B
DE Shaw	19.3K	$2.0M	0.0%	$166.3B
DE Shaw	19.3K	$2.0M	0.0%	$166.3B
Horizon Kinetics	18.4K	$1.9M	0.0%	$9.2B
Segall Bryant	12.0K	$1.2M	0.0%	$7.0B
Millennium	9.6K	$981K	0.0%	$240.3B
AQR Capital	5.9K	$589K	0.0%	$218.4B
Two Sigma	5.0K	$511K	0.0%	$123.9B
Tudor	4.8K	$490K	0.0%	$53.9B
Bridgewater	4.7K	$479K	0.0%	$22.4B
Two Sigma	4.0K	$409K	0.0%	$123.9B
Fisher Investments	3.5K	$356K	0.0%	$294.9B
Brevan Howard	3.3K	$334K	0.0%	$11.3B
Neuberger Berman (Eisman)	2.9K	$300K	0.0%	$131.4B
Renaissance Tech	2.4K	$245K	0.0%	$63.9B
Epoch	1.3K	$136K	0.0%	$16.5B
Invesco	1.1K	$108K	—	$653.3B
Fidelity (FMR)	453	$46K	—	$1898.4B
Northern Trust	279	$28K	—	$756.6B
Franklin Templeton	178	$18K	—	$408.3B
Acadian	168.9K	$17K	0.0%	$70.5M
Kayne Anderson	104	$11K	—	$34.0B

IRM

Who Holds IRM