Question 1

Which hedge funds and institutional investors hold UFPI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for UFPI?

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 UFPI?

Accepted Answer

QoQ changes for UFPI 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
Kayne Anderson	2.6M	$239.6M	0.7%	$34.0B
State Street	2.2M	$198.5M	0.0%	$2896.4B
AQR Capital	476.8K	$43.8M	0.0%	$218.4B
DE Shaw	335.8K	$30.9M	0.0%	$166.3B
Geode Capital	270.8K	$24.9M	0.0%	$1607.5B
Hotchkis & Wiley	126.2K	$11.6M	0.0%	$32.4B
DFA	112.8K	$10.4M	0.0%	$481.4B
Balyasny	110.6K	$10.2M	0.0%	$77.1B
Invesco	95.5K	$8.8M	0.0%	$653.3B
Renaissance Tech	63.0K	$5.8M	0.0%	$63.9B
Man Group	56.1K	$5.2M	0.0%	$55.1B
Two Sigma	54.0K	$5.0M	0.0%	$123.9B
Bridgewater	47.0K	$4.3M	0.0%	$22.4B
American Century	43.3K	$4.0M	0.0%	$194.3B
Segall Bryant	40.2K	$3.7M	0.1%	$7.0B
Northern Trust	35.8K	$3.3M	0.0%	$756.6B
Citadel	22.9K	$2.1M	0.0%	$618.5B
Gotham Asset	22.0K	$2.0M	0.0%	$32.7B
Arrowstreet	17.6K	$1.6M	0.0%	$184.8B
Cascade (Gates)	11.6K	$1.1M	0.6%	$168.9M
Millennium	11.4K	$1.0M	0.0%	$240.3B
Citadel	7.4K	$682K	0.0%	$618.5B
Marshall Wace	3.1K	$289K	0.0%	$100.4B
BlackRock	2.5K	$230K	—	$5723.5B
Neuberger Berman (Eisman)	2.4K	$222K	0.0%	$131.4B
Caxton	2.2K	$207K	0.0%	$4.4B
Franklin Templeton	1.5K	$136K	—	$408.3B
Fidelity (FMR)	1.1K	$104K	—	$1898.4B

UFPI

Who Holds UFPI

Changes This Quarter