Latest research, educational guides, and news from the world of institutional investing.
Two Sigma Investments executed a massive sector rotation in Q4 2025, exiting $583M in financials while building $403M positions in tech ETFs. With 168 new positions and 168 exits, the quant fund’s algorithmic signals point to a decisive shift.
A practical guide to using whale scores for screening, comparing, and evaluating institutional 13F filers. Learn when high scores are misleading and how to combine scores with other data for smarter research.
Learn how to use quarter-over-quarter changes in 13F filings to identify when institutional investors are accumulating or distributing positions, and why share count changes matter more than value changes.
Want to see what Berkshire Hathaway, Citadel, or Bridgewater is buying? 13F filings let you peek inside hedge fund portfolios every quarter. Here's how to find, read, and interpret the data.
SEC Schedule 13D is required when an investor acquires more than 5% of a company with an intent to influence management. Here's what 13D filings reveal about activist campaigns and why they matter.
The Big Three's combined Q4 2025 13F holdings reached $15.8 trillion — more than the GDP of Japan and Germany combined. Regulators and academics are increasingly questioning the market impact of passive concentration.
The Q1 2026 13F filing deadline falls on May 15, 2026. After a volatile Q1 marked by tariff escalation and tech rotation, institutional portfolio changes could be significant. Here's what to watch.
Saudi Arabia's Public Investment Fund disclosed a 6.2% stake (11.4M shares) in Take-Two Interactive in a Schedule 13G/A filed December 31, 2025 — continuing the kingdom's aggressive push into gaming.
Elliott Investment Management filed a Schedule 13D/A amendment on Triple Flag Precious Metals Corp on December 31, 2025, signaling continued activist engagement with the precious metals streaming company.
Vanguard ($6.90T), BlackRock ($5.92T), and State Street ($2.98T) collectively hold $15.8 trillion in 13F-reportable assets across 72,190 positions. Here's how the index fund giants compare.
BlackRock's Q4 2025 13F reports $5.92 trillion across a record 50,216 positions. NVDA leads at 6.13%, but the real story is the breadth: 50,000+ line items mapping every corner of U.S. equities.
Vanguard Group's Q4 2025 13F reveals $6.9 trillion across 17,686 positions with NVDA at 6.1%, AAPL at 5.6%, and MSFT at 5.0% — a near-perfect mirror of market-cap weighting that grew 3.3% QoQ.
Assets Under Management (AUM) is the total market value of investments managed by a fund or institution. Here's what it means, how it's calculated in 13F filings, and why it matters for investors tracking institutional portfolios.
SEC Form 4 filings reveal when corporate insiders buy, sell, or exercise options in their own company's stock. Here's how to read them and what the patterns actually mean for investors.
BlackRock Chairman and CEO Laurence Fink sold 20,858 shares of BLK stock over July 24-25, 2025, for approximately $30.2 million at prices near $1,125 per share — his largest sale window since selling $44M in August 2022.
Douglas Lebda, who founded LendingTree and sold $272.8M in career insider transactions, now holds only 7,500 directly-held shares worth roughly $257K as TREE trades near $34 — a fraction of the $70+ levels where his RSUs vested months earlier.
13F amendments restate previous quarter's holdings, not new positions. Learn how amendments work, why they exist, and how 13F Insight handles them so you don't misread the data.
Some 13F filers are heavy on ETFs, others hold only individual stocks. Learn what the ETF-to-stock ratio tells you about a filer's strategy and how to interpret ETF holdings in institutional data.
Consensus holdings show which stocks are owned by the most institutional investors. Learn how to use this tool to identify widely held names and spot emerging institutional favorites.
Robert Pittman, Chairman and CEO of iHeartMedia, has reported $6.3M in career open-market purchases against just $1.4M in sales. His latest buy in March 2026 continues a pattern of conviction buying.