Question 1

Which hedge funds and institutional investors hold ISI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for ISI?

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 ISI?

Accepted Answer

QoQ changes for ISI 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	21.2M	$1.6B	0.2%	$732.9B
Two Sigma	5.9M	$439.8M	0.4%	$123.9B
State Street	4.0M	$300.0M	0.0%	$2896.4B
Tweedy Browne	2.3M	$170.9M	13.6%	$1.3B
Artisan Partners	2.1M	$154.6M	0.2%	$62.3B
American Century	1.7M	$124.9M	0.1%	$194.3B
Franklin Templeton	1.6M	$118.2M	0.0%	$408.3B
Millennium	1.1M	$79.0M	0.0%	$240.3B
Arrowstreet	737.9K	$55.4M	0.0%	$184.8B
Geode Capital	418.9K	$31.5M	0.0%	$1607.5B
Invesco	378.9K	$28.4M	0.0%	$653.3B
Citadel	365.1K	$27.4M	0.0%	$618.5B
Capital Research	323.0K	$24.3M	0.0%	$644.6B
Renaissance Tech	305.5K	$22.9M	0.0%	$63.9B
DE Shaw	296.0K	$22.2M	0.0%	$166.3B
ARK Invest	288.7K	$21.7M	0.2%	$12.9B
Citadel	248.3K	$18.6M	0.0%	$618.5B
ExodusPoint	227.1K	$17.1M	0.1%	$12.4B
Fisher Investments	141.5K	$10.6M	0.0%	$294.9B
Citadel	115.3K	$8.7M	0.0%	$618.5B
Winton	106.5K	$8.0M	0.3%	$2.9B
Gotham Asset	99.0K	$7.4M	0.0%	$32.7B
Marshall Wace	70.5K	$5.3M	0.0%	$100.4B
Wellington	55.0K	$4.1M	0.0%	$535.5B
Adage Capital	50.0K	$3.8M	0.0%	$64.8B
Tudor	48.2K	$3.6M	0.0%	$53.9B
WorldQuant	27.9K	$2.1M	0.0%	$25.9B
Neuberger Berman (Eisman)	23.6K	$1.8M	0.0%	$131.4B
Tudor	20.8K	$1.6M	0.0%	$53.9B
Point72	20.0K	$1.5M	0.0%	$78.1B
DFA	19.7K	$1.5M	0.0%	$481.4B
Point72	17.1K	$1.3M	0.0%	$78.1B
Northern Trust	13.7K	$1.0M	0.0%	$756.6B
Horizon Kinetics	11.4K	$858K	0.0%	$9.2B
Suvretta	10.8K	$811K	0.0%	$3.9B
Farallon Capital	4.8K	$360K	0.0%	$17.5B
Fidelity (FMR)	3.1K	$231K	—	$1898.4B
Man Group	1.8K	$135K	0.0%	$55.1B
BlackRock	154	$12K	—	$5723.5B
Hudson Bay	100	$8K	—	$29.0B
AQR Capital	14	$1K	—	$218.4B
Kayne Anderson	7	$526	—	$34.0B

ISI

Who Holds ISI