Question 1

Which hedge funds and institutional investors hold IX?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IX?

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 IX?

Accepted Answer

QoQ changes for IX 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)	5.8M	$174.4M	0.0%	$1898.4B
ClearBridge	1.0M	$31.5M	0.0%	$114.9B
American Century	962.4K	$28.9M	0.0%	$194.3B
Two Sigma	140.8K	$4.2M	0.0%	$123.9B
Renaissance Tech	109.6K	$3.3M	0.0%	$63.9B
DFA	32.6K	$976K	0.0%	$481.4B
State Street	32.1K	$964K	—	$2896.4B
Citadel	21.3K	$639K	0.0%	$618.5B
Millennium	19.9K	$598K	0.0%	$240.3B
Arrowstreet	19.2K	$576K	0.0%	$184.8B
Northern Trust	16.4K	$493K	0.0%	$756.6B
Franklin Templeton	15.5K	$465K	0.0%	$408.3B
Point72	8.4K	$251K	0.0%	$78.1B
Neuberger Berman (Eisman)	6.4K	$193K	0.0%	$131.4B
BlackRock	833	$25K	—	$5723.5B
AQR Capital	653	$20K	—	$218.4B
Kayne Anderson	35	$1K	—	$34.0B

IX

Who Holds IX

Changes This Quarter