Question 1

Which hedge funds and institutional investors hold TFX?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for TFX?

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 TFX?

Accepted Answer

QoQ changes for TFX 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
State Street	1.5M	$179.8M	0.0%	$2896.4B
Pzena	699.1K	$83.6M	0.3%	$30.8B
Millennium	682.1K	$81.6M	0.0%	$240.3B
Point72	677.3K	$81.0M	0.1%	$78.1B
Arrowstreet	638.8K	$76.4M	0.0%	$184.8B
Balyasny	401.4K	$48.0M	0.1%	$77.1B
Marathon	143.8K	$17.2M	0.7%	$2.6B
Geode Capital	120.9K	$14.5M	0.0%	$1607.5B
ExodusPoint	113.1K	$13.5M	0.1%	$12.4B
Moore Capital	104.7K	$12.5M	0.3%	$4.9B
BlackRock	65.3K	$7.8M	0.0%	$5723.5B
DE Shaw	64.2K	$7.7M	0.0%	$166.3B
Lakewood	64.0K	$7.7M	0.5%	$1.6B
Renaissance Tech	56.7K	$6.8M	0.0%	$63.9B
Brandes	33.1K	$4.0M	0.0%	$14.1B
DFA	33.0K	$4.0M	0.0%	$481.4B
Gotham Asset	30.2K	$3.6M	0.0%	$32.7B
Northern Trust	16.2K	$1.9M	0.0%	$756.6B
Select Equity	13.0K	$1.6M	0.0%	$19.5B
Citadel	10.5K	$1.3M	0.0%	$618.5B
Man Group	5.7K	$687K	0.0%	$55.1B
Citadel	5.3K	$634K	0.0%	$618.5B
Gabelli	3.5K	$419K	0.0%	$14.8B
Citadel	3.2K	$383K	0.0%	$618.5B
Fidelity (FMR)	2.4K	$282K	—	$1898.4B
Baupost	1.6M	$191K	3.7%	$5.1M
AQR Capital	275	$32K	—	$218.4B
Neuberger Berman (Eisman)	227	$27K	—	$131.4B
Franklin Templeton	99	$12K	—	$408.3B
LSV	59.8K	$7K	0.0%	$46.4M

TFX

Who Holds TFX

Changes This Quarter