Question 1

Which hedge funds and institutional investors hold UFCS?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for UFCS?

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 UFCS?

Accepted Answer

QoQ changes for UFCS 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	817.5K	$30.3M	0.0%	$2896.4B
American Century	567.1K	$21.0M	0.0%	$194.3B
Invesco	386.4K	$14.3M	0.0%	$653.3B
Arrowstreet	122.7K	$4.5M	0.0%	$184.8B
Two Sigma	96.1K	$3.6M	0.0%	$123.9B
Geode Capital	76.7K	$2.8M	0.0%	$1607.5B
Renaissance Tech	68.9K	$2.6M	0.0%	$63.9B
DFA	53.5K	$2.0M	0.0%	$481.4B
Millennium	47.1K	$1.7M	0.0%	$240.3B
Point72	43.2K	$1.6M	0.0%	$78.1B
Man Group	39.1K	$1.4M	0.0%	$55.1B
BlackRock	33.2K	$1.2M	—	$5723.5B
ExodusPoint	29.6K	$1.1M	0.0%	$12.4B
Winton	24.1K	$894K	0.0%	$2.9B
Franklin Templeton	10.4K	$385K	0.0%	$408.3B
DE Shaw	6.4K	$238K	0.0%	$166.3B
Northern Trust	4.6K	$169K	—	$756.6B
Fidelity (FMR)	395	$15K	—	$1898.4B
LSV	95.5K	$4K	0.0%	$46.4M
Acadian	38.6K	$1K	0.0%	$70.5M
AQR Capital	18	$667	—	$218.4B

UFCS

Who Holds UFCS

Changes This Quarter