Question 1

Which hedge funds and institutional investors hold ESS?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for ESS?

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 ESS?

Accepted Answer

QoQ changes for ESS 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	5.2M	$1.3B	0.0%	$2896.4B
Citadel	316.9K	$76.7M	0.0%	$618.5B
American Century	314.2K	$76.0M	0.0%	$194.3B
Route One	297.9K	$72.1M	3.1%	$2.3B
Geode Capital	210.4K	$50.9M	0.0%	$1607.5B
Renaissance Tech	132.0K	$31.9M	0.1%	$63.9B
Capital World	74.8K	$18.1M	0.0%	$732.9B
Gotham Asset	74.4K	$18.0M	0.1%	$32.7B
Balyasny	68.9K	$16.7M	0.0%	$77.1B
Millennium	66.9K	$16.2M	0.0%	$240.3B
Marshall Wace	51.4K	$12.4M	0.0%	$100.4B
DE Shaw	50.5K	$12.2M	0.0%	$166.3B
Wellington	36.7K	$8.9M	0.0%	$535.5B
Tudor	29.5K	$7.1M	0.0%	$53.9B
DFA	16.8K	$4.1M	0.0%	$481.4B
Davis Advisors	16.8K	$4.1M	0.0%	$21.8B
Point72	13.2K	$3.2M	0.0%	$78.1B
WorldQuant	8.8K	$2.1M	0.0%	$25.9B
Citadel	8.4K	$2.0M	0.0%	$618.5B
BlackRock	3.0K	$733K	—	$5723.5B
Fisher Investments	2.1K	$510K	0.0%	$294.9B
Bridgewater	2.1K	$507K	0.0%	$22.4B
Schonfeld	2.0K	$489K	0.0%	$14.2B
Citadel	2.0K	$484K	0.0%	$618.5B
Kayne Anderson	1.1K	$264K	0.0%	$34.0B
Neuberger Berman (Eisman)	1.1K	$261K	0.0%	$131.4B
Caxton	925	$224K	0.0%	$4.4B
Northern Trust	421	$102K	—	$756.6B
Fidelity (FMR)	398	$96K	—	$1898.4B
Franklin Templeton	37	$9K	—	$408.3B
AQR Capital	20	$5K	—	$218.4B

ESS

Who Holds ESS

Changes This Quarter