Updated Jun 18, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Whale Scores: Measuring Investor Quality
A practical guide to 13F Insight's whale_score: what it ranks, what it does not prove, and how retail investors can use it to discover institutional filers worth studying.
Sarah MitchellBalu Balakrishnan POWI Sale Nears $24M
Power Integrations founder-era leader Balu Balakrishnan sold $24.2 million of POWI shares in May, just as investors were repricing the high-voltage semiconductor story around industrial, EV and data-center demand.
Alex RiveraMichael Hsing MPWR Sale Tests AI Rally
Monolithic Power CEO Michael Hsing sold $59.3 million of MPWR after AI server demand pushed the power-chip story higher, but the latest Form 4 still leaves nearly one million direct and trust-held shares in view.
Alex RiveraJay Hoag NFLX Form 4: $976M Sale Context
Jay Hoag's latest Netflix Form 4 is an award, not a fresh sale. The real story is how prior 10b5-1 selling, indirect trust holdings, and his new chair role fit together.
Alex RiveraSquarepoint Q1 2026: IVV Leads $85.12B 13F
Squarepoint Ops LLC's 2026Q1 filing shows a reported 13F value of $85.12B, with IVV, SPY, and QQQ anchoring a high-turnover quant snapshot.
Marcus ChenBrookfield Q1 2026: BAM Is 71.44% of 13F
Brookfield Corp /ON/ reported a $74.23B Q1 2026 13F, but the real story is concentration: BAM alone is 71.44% of the public-equity book.
Sarah MitchellNew York State Pension Q1: Nvidia Tops $71.58B Book
New York State Common Retirement Fund's 2026Q1 13F shows a public pension allocator with Nvidia ahead of Apple in a mega-cap equity core.
Marcus ChenAdage Capital's $64.84B Q1 Tech Reset
Adage Capital's 2026Q1 13F puts NVDA first, but the stronger signal is a broad active book with mega-cap technology at the front.
Alex RiveraBrown Advisory Q1 2026: $71.68B Active Book
Brown Advisory’s Q1 2026 filing shows a $71.68B active 13F book anchored by Microsoft, Visa, Alphabet, Amazon and Nvidia.
Marcus ChenCUSIP vs Ticker in 13F Filings
Learn why 13F filings identify securities by CUSIP first, how those IDs map to familiar tickers, and what investors should check before comparing holdings.
Sarah Mitchell13F-HR/A Amendments: Restatements vs New Holdings
A practical guide to amended 13F filings, why restatements replace a report, why new-holdings amendments add to it, and how 13F Insight consolidates the view.
Sarah MitchellDennis Polk SNX Plan Sales Hit Hyve Spotlight
Dennis Polk sold 2,500 TD SYNNEX shares for about $711,000 under a 10b5-1 plan while his Hyve Solutions role sits at the center of the company's AI infrastructure story.
Alex RiveraJames Hagedorn SMG Form 4: 23% Control Check
James Hagedorn's June Form 4 is not an open-market sale alert. The filing shows phantom-stock compensation and small plan-account activity while the Hagedorn family control story still runs through a Schedule 13D stake.
Alex RiveraJay Schottenstein AEO Filings Need a Control Check
Jay Schottenstein's latest AEO filing trail is not a simple insider-sale headline: April Form 4 activity was awards, exercises and tax withholding, while a March 13D/A shows a 7.8% beneficial stake.
Alex RiveraCalSTRS Q1 2026: $94.49B Pension Book
CalSTRS’ Q1 2026 13F shows a $94.49B public-pension equity sleeve led by NVDA, AAPL and MSFT after a -5.5% quarterly pullback.
Sarah MitchellCPP Investments Q1 2026: $155.03B AI Core
CPP Investments reported a $155.03B 2026Q1 13F portfolio led by NVIDIA, Apple and Microsoft, pairing AI exposure with pension-fund diversification.
Marcus ChenBalyasny Q1 2026: $4.00B SPY Rebuilt the Book
Balyasny reported $77.09B in 2026Q1 13F value, with SPY leading a liquid, ETF-heavy top book and a broad long tail.
Marcus ChenPoint72 Q1 2026: $78.05B Book After a 12.7% Cut
Steve Cohen’s Point72 reset its reported 13F book to $78.05B in Q1 2026 while keeping SPY, NVDA, AMZN, and AI-infrastructure names near the top.
Alex RiveraMarshall Wace Q1 2026: $17.17B IVV Anchor
Marshall Wace reported $100.41B for 2026Q1, with IVV as the largest line and mega-cap tech underneath the ETF layer.
Marcus Chen