Question 1

Which hedge funds and institutional investors hold SMH?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SMH?

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 SMH?

Accepted Answer

QoQ changes for SMH 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
Citadel	4.6M	$1.8B	0.3%	$618.5B
Citadel	4.1M	$1.6B	0.3%	$618.5B
Millennium	1.1M	$429.6M	0.2%	$240.3B
Millennium	846.2K	$324.4M	0.1%	$240.3B
Tudor	685.7K	$262.9M	0.5%	$53.9B
Renaissance Tech	369.5K	$141.7M	0.2%	$63.9B
Tudor	222.4K	$85.3M	0.2%	$53.9B
DE Shaw	199.5K	$76.5M	0.0%	$166.3B
Fisher Investments	144.6K	$55.4M	0.0%	$294.9B
Hudson Bay	131.4K	$50.4M	0.2%	$29.0B
Balyasny	128.2K	$49.2M	0.1%	$77.1B
Marshall Wace	104.2K	$40.0M	0.0%	$100.4B
Point72	95.2K	$36.5M	0.0%	$78.1B
Two Sigma	92.3K	$35.4M	0.0%	$123.9B
Point72	87.9K	$33.7M	0.0%	$78.1B
ExodusPoint	87.5K	$33.5M	0.3%	$12.4B
Soros Fund	65.3K	$25.0M	0.3%	$9.1B
Moore Capital	61.0K	$23.4M	0.5%	$4.9B
Tudor	52.9K	$20.3M	0.0%	$53.9B
Fidelity (FMR)	51.9K	$19.9M	0.0%	$1898.4B
Third Point	40.0K	$15.3M	0.7%	$2.1B
Balyasny	25.2K	$9.7M	0.0%	$77.1B
Balyasny	22.7K	$8.7M	0.0%	$77.1B
Brevan Howard	20.1K	$7.7M	0.1%	$11.3B
AQR Capital	19.7K	$7.1M	0.0%	$218.4B
Schonfeld	12.4K	$4.8M	0.0%	$14.2B
BlackRock	8.4K	$3.2M	0.0%	$5723.5B
Gotham Asset	8.2K	$3.1M	0.0%	$32.7B
Point72	4.5K	$1.7M	0.0%	$78.1B
ExodusPoint	1.5K	$574K	0.0%	$12.4B
Franklin Templeton	1.0K	$393K	0.0%	$408.3B
Caxton	987	$378K	0.0%	$4.4B
Kayne Anderson	802	$308K	0.0%	$34.0B
Neuberger Berman (Eisman)	549	$210K	0.0%	$131.4B
Northern Trust	260	$100K	—	$756.6B
Marshall Wace	100	$38K	—	$100.4B
Marshall Wace	100	$38K	—	$100.4B
Wellington	92	$36K	—	$535.5B

SMH

Who Holds SMH

Changes This Quarter