Marcus Chen
Senior Market Analyst
Senior Market Analyst at 13F Insight. Covers institutional portfolio strategy, 13F filings, and smart money trends.
A note from Marcus
Hi, I'm Marcus. I spent six years on the buy side staring at 13F filings for a hedge fund, and the thing that bothered me most wasn't the work — it was knowing that the average investor never gets to see what I was looking at, even though it's all public.
That's why I'm here. Every research piece you'll see under my name comes from real SEC data, run through real institutional logic, and translated into something you can actually act on. I write long when the data deserves it and short when it doesn't.
If you ever spot a number that looks off, email me. I'd rather be corrected than wrong.
Articles by Marcus Chen (542)
- Research
Capital International Investors Q1 2026 Preview: Can Broadcom Stay the Anchor?
Capital International heads into the 2026Q1 filing window with Broadcom at the top of the last reported book and fresh adds in Apple, Philip Morris, Amazon, Bank of America, and Caterpillar.
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Capital World Investors Q1 2026 Preview: Did the Reddit and Netflix Rotation Stick?
Capital World enters the 2026Q1 filing season after a calm-looking Q4 that quietly added Reddit and rebuilt Netflix. The next report should show whether that rotation was tactical or durable.
- Research
FMR Q1 2026 Preview: Nvidia Stayed on Top, but the Next Filing Will Test the 51-Name Reset
FMR enters the 2026Q1 filing window with Nvidia still at the center of a $1.96T reported book, but investors should focus on whether the Q4 reset in Netflix, HCA, Meta, and TSM continues.
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RMAX Ownership Research: Magnolia Leads A 130-Holder Small-Cap Map
RMAX has 130 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
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OGN Ownership Research: 652 Holders Around The Sun Pharma Deal Report
OGN has 652 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
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UAL Ownership Research: 1,048 Holders Before Airline Merger Chatter
UAL has 1048 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
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NTLA Ownership Research: 311 Holders And A 13D/G Biotech Signal
NTLA has 311 tracked holders and 16 active top-20 names, giving investors a baseline for ownership follow-up.
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Wellcome Trust's Q1 2026 13F Is a 21-Stock Quality-Core Portfolio
Wellcome Trust reported $8.09B in 2026Q1 13F value across 21 holdings, led by V, AAPL, AMZN and MSFT.
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OP Asset Management's Q1 2026 13F Blends Nvidia, Apple and IVV
OP Asset Management reported $9.95B in 2026Q1 13F value, with NVDA, AAPL, MSFT and AMZN ahead of a $372.9M IVV sleeve.
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Mastercard Foundation's Q1 2026 13F Is a 96.8% Mastercard Concentration Study
Mastercard Foundation Asset Management reported $33.66B in 2026Q1 13F value, with MA alone at $32.60B and 96.8% of the filing.
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ROKU Ownership Research: 724 Holders And A Founder-Control Context
ROKU has 724 institutional holders and 16 active top-20 names in the current ownership map.
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FSLR Ownership Research: 1,072 Holders Around A Solar Policy Stock
FSLR has 1,072 institutional holders and 16 active top-20 names in the current ownership map.
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DDOG Ownership Research: 1,078 Holders And 15 Active Top-20 Names
DDOG has 1,078 institutional holders and 15 active top-20 names in the current ownership map.
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SCHW Ownership Research: 2,407 Holders and 17 Active Top-20 Names
A data-first look at SCHW's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
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RIVN Ownership Research: 852 Holders and 17 Active Top-20 Names
A data-first look at RIVN's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
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PPL Ownership Research: 996 Holders and 17 Active Top-20 Names
A data-first look at PPL's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
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ANET Ownership Research: 2,046 Holders and 17 Active Top-20 Names
A data-first look at ANET's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
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WBD Ownership Research: 1,379 Holders and 14 Active Top-20 Names
A data-led ownership review of WBD, separating active institutional holders from passive and market-maker exposure.
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UNH Ownership Research: 3,325 Holders and 15 Active Top-20 Names
A data-led ownership review of UNH, separating active institutional holders from passive and market-maker exposure.
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TPC Ownership Research: 321 Holders and 15 Active Top-20 Names
A data-led ownership review of TPC, separating active institutional holders from passive and market-maker exposure.