Question 1

Which hedge funds and institutional investors hold UBSI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for UBSI?

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 UBSI?

Accepted Answer

QoQ changes for UBSI 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	8.0M	$333.2M	0.0%	$2896.4B
Fisher Investments	1.2M	$50.2M	0.0%	$294.9B
Geode Capital	649.7K	$26.9M	0.0%	$1607.5B
Citadel	644.3K	$26.7M	0.0%	$618.5B
DFA	237.9K	$9.9M	0.0%	$481.4B
Arrowstreet	215.6K	$8.9M	0.0%	$184.8B
Segall Bryant	146.5K	$6.1M	0.1%	$7.0B
Franklin Templeton	112.8K	$4.7M	0.0%	$408.3B
American Century	79.6K	$3.3M	0.0%	$194.3B
Tudor	73.8K	$3.1M	0.0%	$53.9B
Millennium	64.5K	$2.7M	0.0%	$240.3B
ExodusPoint	45.2K	$1.9M	0.0%	$12.4B
Citadel	34.6K	$1.4M	0.0%	$618.5B
Man Group	20.8K	$860K	0.0%	$55.1B
DE Shaw	16.7K	$693K	0.0%	$166.3B
Neuberger Berman (Eisman)	13.6K	$562K	0.0%	$131.4B
Balyasny	6.7K	$277K	0.0%	$77.1B
AQR Capital	4.0K	$164K	0.0%	$218.4B
BlackRock	1.8K	$75K	—	$5723.5B
Northern Trust	1.2K	$49K	—	$756.6B
Fidelity (FMR)	207	$9K	—	$1898.4B

UBSI

Who Holds UBSI

Changes This Quarter