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 (311)
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WELLINGTON MANAGEMENT GROUP LLP Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
WELLINGTON MANAGEMENT GROUP LLP's 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
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Capital World Investors Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
Capital World Investors's 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
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Scotts Miracle-Gro Ownership Research: Specialist Holders Matter More Than the Passive Giants
Scotts Miracle-Gro’s ownership map becomes more informative when investors separate passive scale from specialist holders with real portfolio weight.
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COCO Ownership Research: Active Holder Depth Across a Growing Beverage Name
COCO’s holder map is broad enough to matter and active enough to make the next filing cycle worth tracking.
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Zoom Ownership Research: Founder Sales Hit a Deep but Mixed Holder Base
Zoom’s founder-sale narrative is easier to read once you separate broad holder count from the smaller active layer that can actually validate a thesis.
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Ralph Lauren Ownership Research: Luxury Holder Depth After April Founder Selling
Ralph Lauren’s holder map mixes passive scale with a meaningful active layer, making the stock more useful to study through ownership than through luxury headlines alone.
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Hyster-Yale Ownership Research: A Thin Holder Base With a Useful 13D/G Layer
Hyster-Yale’s ownership base is much thinner than a large-cap industrial, which makes its active layer and 13D/G context more important than raw popularity.
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Smithfield Foods Ownership Research: A Newly Public Name With a Thin but Active Top Layer
Smithfield Foods does not yet have the broad ownership footprint of a mature mega-cap, which makes its top active layer more important than its raw holder count.
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Wellington Q1 2026 Preview: Will the Defensive Refill Outlast the AI Core?
Wellington enters the 2026Q1 filing season with a familiar AI-heavy top book and a quieter Q4 defensive refill in healthcare and staples. The next filing will show which side won more capital.
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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.
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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.