Question 1

Which hedge funds and institutional investors hold IWR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IWR?

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 IWR?

Accepted Answer

QoQ changes for IWR 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)	4.1M	$397.3M	0.0%	$1898.4B
Northern Trust	978.6K	$95.2M	0.0%	$756.6B
Kayne Anderson	725.5K	$70.5M	0.2%	$34.0B
AQR Capital	53.7K	$5.2M	0.0%	$218.4B
Citadel	27.0K	$2.6M	0.0%	$618.5B
Renaissance Tech	25.2K	$2.5M	0.0%	$63.9B
BlackRock	17.6K	$1.7M	—	$5723.5B
Franklin Templeton	17.3K	$1.7M	0.0%	$408.3B
Segall Bryant	11.7K	$1.1M	0.0%	$7.0B
Tudor	11.0K	$1.1M	0.0%	$53.9B
Neuberger Berman (Eisman)	10.3K	$1.0M	0.0%	$131.4B
Citadel	7.6K	$739K	0.0%	$618.5B
Fisher Investments	3.9K	$381K	0.0%	$294.9B
Select Equity	753	$73K	0.0%	$19.5B

IWR

Who Holds IWR

Changes This Quarter