Alex Rivera
Breaking News Editor
Breaking News Editor at 13F Insight. First to report on major SEC filings, institutional moves, and regulatory developments.
A note from Alex
Hey, I'm Alex. I spent three and a half years at Bloomberg writing breaking-news pieces about the kind of trades that move tickers in after-hours, and what I learned is that the news cycle moves a lot faster than the explanations do.
That's the gap I'm here to close. When a major insider files a Form 4 at 4:31pm, you should know about it by 5:00 — not in tomorrow's morning newsletter. And you should know what's actually new about it, not just that it happened.
I'll keep my pieces short, my numbers exact, and my opinions out of the lede. If something I wrote ages badly, I'll say so on the record.
Articles by Alex Rivera (827)
- News
Uber's Strangest Holder Table: Saudi PIF at 46%, Ackman at 16%
Uber's 2,544-institution holder book carries two of the most concentrated single-stock positions in the US 13F universe. Saudi Arabia's Public Investment Fund holds UBER at 45.97% of its US 13F portfolio. Bill Ackman's Pershing Square Capital holds it at 15.90%. Together they define UBER's institutional shape.
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Cisco AI Layoffs: .9B Broadcom Stake at Capital Group
Cisco's 4,000-job layoff announcement positions networking-and-cybersecurity for AI-driven restructuring. The thesis benefits Broadcom directly. The institutional book on AVGO is dominated by Capital Group — three separate Capital vehicles run AVGO at 4.91%-6.09% portfolio weight, combined $97.9 billion.
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Charles Schwab Founder April Sales: $22M Trim at $90-92
Charles R. Schwab — founder of the namesake brokerage — sold approximately $22 million of SCHW across late April at $90.00-91.86 per share. Cumulative Form 4 sells now total $2.87 billion. Buys total $31.6 million. The 56 million share Table II position remains intact.
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Morningstar Founder Mansueto Trims at $176-180; 37.5% Stake Holds
Morningstar founder Joe Mansueto sold approximately $3.3 million of MORN between May 7 and May 12 at $175.96-180.00. The $1.95 billion cumulative ledger sounds large until you read the Schedule 13G/A — Mansueto retains 37.5% of the company at 14.9 million shares. The founder is not exiting.
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AI Cybersecurity Threat Cycle: Palo Alto's Top Active Holders
AI-generated phishing, deepfake-driven social-engineering, and automated vulnerability discovery are dominating cybersecurity headlines this week. Palo Alto Networks is the largest US-listed pure-play cybersecurity name. The institutional book carries the conviction layer underneath the headline cycle.
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April Building Materials Spike: Home Depot's Active Holder Tilt
April US retail sales beat at +0.5% was driven primarily by autos and building materials. Home Depot is the levered building-materials read, and the institutional book carries two distinctive Capital Group overweights at 0.72% and 0.76% portfolio weight.
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Wells Fargo Holders If Warsh Gets the Fed: Wellington at 4x Index
Yesterday's piece covered Berkshire's 10.38% Bank of America position as the levered bet on a hawkish-bias Fed. Wells Fargo's holder book reveals a different conviction signature: Wellington Management at 1.18% portfolio, roughly 4x the WFC index weight, is the largest active overweight.
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Stryker Heiress Trims SYK; Family Trust at 51% Portfolio
Ronda Stryker, granddaughter of Stryker Corporation's founder, sold $91.7 million of SYK in February at $361-369. The cumulative ledger is now $1.85 billion. Read the Form 4 alongside the family trust's Schedule 13D and the concentration story changes — the heiress retains a 4% beneficial stake while Greenleaf Trust holds SYK at 51.45% of its portfolio.
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Tim Cook Bought Nike Twice — $58.97 in Dec, $42.43 in April
Tim Cook sits on Nike's board. His Form 4 reports two open-market Nike purchases: 50,000 shares at $58.97 in December 2025, and 25,000 more at $42.43 in April 2026. The Apple CEO is averaging down on Nike inside his outside-board fiduciary capacity — and most retail readers will miss that the signal exists.
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Hormuz Tape Meets Chevron: Berkshire's 7.24% Conviction Position
If the Hormuz tanker corridor tension persists, integrated oil majors get a sustained free-cash-flow tailwind. The single largest conviction position in Chevron is Berkshire Hathaway at 7.24% of its $274 billion portfolio. The second is Fisher Asset Management at 1.54%.
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Warsh Fed Chair: Berkshire Owns 10% of Bank of America
Kevin Warsh as Federal Reserve chair would re-rate bank net interest margin assumptions across the institutional book. The single most levered position to that re-rate sits at Berkshire Hathaway, which holds 10.38% of its portfolio in Bank of America.
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Target (TGT) Tape: Active Managers Underweight Into Retail Beat
Commerce Department reported April retail sales up 0.5% — better than consensus. Target should be the levered beneficiary in a consumer-discretionary 13F screen. Open the book, however, and the conviction layer is conspicuously thin.
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Zoom Founder Yuan's Class A Now at 36,796 — AQR Holds 0.55%
Eric Yuan's April 13-14 sales took his direct Class A holdings of Zoom to just 36,796 shares — a number that looks like an exit but isn't, given the founder's Class B economics. Meanwhile AQR's 0.55% portfolio overweight reads as the active conviction signal.
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DDOG CTO Le-Quoc Cashless Exercise Hidden in Form 4 M Codes
Datadog's CTO and co-founder Alexis Le-Quoc filed a Form 4 covering Class A sales at $130-133 in late April. The Table I S codes are not the whole story — paired Table II M codes show the cashless exercise pattern that converts option strike economics into open-market sales.
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CLARITY Act and MSTR: Tidal Holds 6.08% Portfolio Stake
The crypto industry is making its loudest CLARITY Act push of the year. Strategy (MSTR) — formerly MicroStrategy — sits at the center of the institutional crypto-equity book. The top 6 holders are mostly market makers; the real active conviction is at Tidal Investments at 6.08% portfolio.
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Hormuz Oil Crisis: Reading Exxon's 4,970-Institution Holder Book
Tensions in the Strait of Hormuz are pushing crude prices and energy-sector volatility higher. Exxon Mobil's 13F book has 4,970 institutional holders. Strip out the index sleeve and the real active overweight signal is at Franklin Resources, MFS, and Nuveen.
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TMUS Coverage JV: SoftBank Still Holds 37% of Its 13F in T-Mobile
AT&T, T-Mobile and Verizon announced a three-way coverage JV. The most interesting T-Mobile holder isn't a US asset manager — it's SoftBank Group, still sitting on a $5.79 billion stake that represents 37.42% of SoftBank's entire 13F portfolio.
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Kurtz Sells CRWD at $549; Jennison Holds 1.55% Overweight
George Kurtz unloaded a granular block of CrowdStrike between $541 and $549 on May 12. The CEO's cumulative ledger is now over $700 million. The institutional book reaction is the more interesting tell — Jennison Associates is still 1.55% portfolio overweight.
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Roku Founder Wood Drains Class A on May 11 Pop — Class B Intact
Anthony Wood ran his Class A position at Roku to zero across four days in May after the stock cleared $128. Read the Form 4 wrong and you'd conclude the founder exited. Read it right and the 16.2 million Class B shares — and the voting control — are still there.
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JPM Wins Tech IB Lead — But 5,277 Holders Are All Index-Weight
JPMorgan's early-stage banking bet is paying off in tech IB league tables, Reuters reports. The catch: with 5,277 institutional holders and almost every one of them sitting near 1% portfolio weight, no active manager is positioned for the IB rebound specifically.