Question 1

Which hedge funds and institutional investors hold UGR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for UGR?

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 UGR?

Accepted Answer

QoQ changes for UGR 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
Renaissance Tech	3.7M	$20.6M	0.0%	$63.9B
American Century	3.7M	$20.5M	0.0%	$194.3B
Marshall Wace	1.7M	$9.6M	0.0%	$100.4B
Millennium	1.4M	$7.9M	0.0%	$240.3B
Two Sigma	946.1K	$5.2M	0.0%	$123.9B
Arrowstreet	927.2K	$5.1M	0.0%	$184.8B
Citadel	503.1K	$2.8M	0.0%	$618.5B
DE Shaw	369.8K	$2.0M	0.0%	$166.3B
Point72	255.5K	$1.4M	0.0%	$78.1B
Wellington	240.0K	$1.3M	0.0%	$535.5B
State Street	234.6K	$1.3M	—	$2896.4B
Northern Trust	167.9K	$925K	0.0%	$756.6B
DFA	118.9K	$655K	0.0%	$481.4B
Schonfeld	68.8K	$379K	0.0%	$14.2B
AQR Capital	53.7K	$296K	0.0%	$218.4B
Franklin Templeton	15.6K	$86K	—	$408.3B
Fidelity (FMR)	1.1K	$6K	—	$1898.4B
BlackRock	165	$909	—	$5723.5B

UGR

Who Holds UGR

Changes This Quarter