Question 1

Which hedge funds and institutional investors hold URI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for URI?

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 URI?

Accepted Answer

QoQ changes for URI 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	3.0M	$2.2B	0.1%	$2896.4B
Capital Research	2.7M	$2.0B	0.3%	$644.6B
Capital World	2.2M	$1.6B	0.2%	$732.9B
Arrowstreet	230.2K	$167.7M	0.1%	$184.8B
Geode Capital	202.7K	$147.7M	0.0%	$1607.5B
Citadel	179.3K	$130.6M	0.0%	$618.5B
ClearBridge	145.7K	$106.2M	0.1%	$114.9B
Two Sigma	76.9K	$56.1M	0.0%	$123.9B
Fisher Investments	65.6K	$47.8M	0.0%	$294.9B
Millennium	61.8K	$45.0M	0.0%	$240.3B
American Century	61.6K	$44.9M	0.0%	$194.3B
Fidelity (FMR)	49.6K	$36.1M	0.0%	$1898.4B
Jennison	45.1K	$32.9M	0.0%	$145.4B
DFA	44.1K	$32.2M	0.0%	$481.4B
Gabelli	44.0K	$32.0M	0.2%	$14.8B
Tudor	43.8K	$31.9M	0.1%	$53.9B
Citadel	43.8K	$31.9M	0.0%	$618.5B
Millennium	40.0K	$29.1M	0.0%	$240.3B
WorldQuant	32.1K	$23.4M	0.1%	$25.9B
Markel	31.1K	$22.7M	0.2%	$11.9B
Marshall Wace	27.6K	$20.1M	0.0%	$100.4B
Man Group	26.0K	$19.0M	0.0%	$55.1B
Neuberger Berman (Eisman)	22.1K	$16.1M	0.0%	$131.4B
Epoch	16.8K	$12.2M	0.1%	$16.5B
Gotham Asset	14.5K	$10.5M	0.0%	$32.7B
Bridgewater	10.4K	$7.5M	0.0%	$22.4B
BlackRock	10.1K	$7.4M	0.0%	$5723.5B
GMO	9.3K	$6.8M	0.0%	$39.1B
Winton	9.2K	$6.7M	0.2%	$2.9B
Millennium	8.8K	$6.4M	0.0%	$240.3B
Point72	8.1K	$5.9M	0.0%	$78.1B
Schonfeld	7.4K	$5.4M	0.0%	$14.2B
Hudson Bay	7.3K	$5.3M	0.0%	$29.0B
Point72	5.3K	$3.9M	0.0%	$78.1B
Balyasny	5.3K	$3.9M	0.0%	$77.1B
Kayne Anderson	5.3K	$3.8M	0.0%	$34.0B
DE Shaw	5.0K	$3.6M	0.0%	$166.3B
Adage Capital	4.6K	$3.4M	0.0%	$64.8B
Caxton	4.2K	$3.1M	0.1%	$4.4B
Balyasny	4.1K	$3.0M	0.0%	$77.1B
Tudor	3.8K	$2.8M	0.0%	$53.9B
Brevan Howard	2.9K	$2.1M	0.0%	$11.3B
Citadel	1.9K	$1.4M	0.0%	$618.5B
DE Shaw	1.7K	$1.2M	0.0%	$166.3B
Balyasny	1.6K	$1.2M	0.0%	$77.1B
DE Shaw	1.3K	$947K	0.0%	$166.3B
Northern Trust	770	$561K	0.0%	$756.6B
Horizon Kinetics	756	$551K	0.0%	$9.2B
Tudor	700	$510K	0.0%	$53.9B
Aristeia	699	$509K	0.0%	$4.8B
AQR Capital	97	$70K	—	$218.4B
Franklin Templeton	48	$35K	—	$408.3B
Wellington	47	$34K	—	$535.5B
First Eagle	6	$4K	—	$59.0B
Acadian	289	$210	0.0%	$70.5M

URI

Who Holds URI

Changes This Quarter