Question 1

Which hedge funds and institutional investors hold IVE?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IVE?

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 IVE?

Accepted Answer

QoQ changes for IVE 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
Fidelity (FMR)	816.5K	$172.4M	0.0%	$1898.4B
Davis Advisors	11.6K	$2.5M	0.0%	$21.8B
Franklin Templeton	10.9K	$2.3M	0.0%	$408.3B
Northern Trust	10.4K	$2.2M	0.0%	$756.6B
Fisher Investments	10.4K	$2.2M	0.0%	$294.9B
Gotham Asset	9.1K	$1.9M	0.0%	$32.7B
Citadel	8.3K	$1.8M	0.0%	$618.5B
Citadel	5.8K	$1.2M	0.0%	$618.5B
Neuberger Berman (Eisman)	4.5K	$956K	0.0%	$131.4B
BlackRock	2.3K	$496K	—	$5723.5B
Point72	1.7K	$359K	0.0%	$78.1B
Kayne Anderson	869	$184K	0.0%	$34.0B
AQR Capital	304	$64K	—	$218.4B

IVE

Who Holds IVE