Latest research, educational guides, and news from the world of institutional investing.
John Hess sold about $142.7M of Chevron stock across November 20-21, 2025 after the Chevron-Hess deal closed, while his latest Hess 13G still showed 8.58% beneficial ownership.
Jensen Huang sold about $6.6M of Nvidia stock across October 28-29, 2025, but the later quarter still confirmed AI demand was running hot and he still held 69.7M shares after the latest trade.
A position can get bigger because the manager bought more shares, because the stock rallied, or both. Historical holdings help you tell the difference.
The fastest way to get misled by 13F data is to compare random managers with totally different mandates. Filer groups fix that.
Consensus holdings and combined holdings sound similar, but they answer different questions and can mislead you in different ways.
ROSENSWEIG DANIEL disclosed roughly $56K of recent CHGG buying during February 2026, putting fresh capital behind the position in the open market.
SCHELLER RICHARD H disclosed roughly $464K of recent MAZE selling across a September 2025 window, making the pattern more useful as a cadence signal than a single-trade headline.
SARVADI PAUL J disclosed roughly $564K of recent NSP selling across a September 2025 window, making the pattern more useful as a cadence signal than a single-trade headline.
A practical guide to comparing two institutional filings without getting trapped by holdings count, headline AUM, or one-off position anecdotes.
A practical guide to what ETF-heavy 13F filings really signal, where they help, and why broad wrappers do not automatically erase portfolio structure.
Louis Berkman Investment CO disclosed roughly $248K of recent AP buying during November 2025, putting fresh capital behind the position in the open market.
SIEGALL CLAY B disclosed roughly $1.2M of recent IMNM buying during December 2025, putting fresh capital behind the position in the open market.
Lake Katrina disclosed roughly $2.3M of recent SFIX selling across a September 2025 to December 2025 window, making the pattern more useful as a cadence signal than a single-trade headline.
A practical guide to what WhaleScore is actually trying to measure, where it helps, and why raw AUM alone is a bad shortcut for institutional quality.
KOUNINIS EFSTATHIOS A sold roughly $755,764 of PEGA stock during a visible September-October 2025 liquidity window, making the pattern more useful as a cadence signal than a one-day headline.
LANSING WILLIAM J sold roughly $4.2M of FICO stock during a visible November 2025 liquidity window, making the pattern more useful as a cadence signal than a one-day headline.
STATE STREET CORP looked diversified on the surface in Q4 2025, but NVDA, AAPL, MSFT still anchored the real risk budget. The top five positions reached 22.1% of reported value across 500 fetched lines.
A practical explainer on how 13D and 13G filings work, why amendments matter, and how to read control intent without overreacting to every percentage point.
Scott Farquhar and Mike Cannon-Brookes sold roughly $14.9M of Atlassian stock over the same late-January window, making the pattern look coordinated rather than incidental.
Martine Rothblatt sold roughly $8.4M of United Therapeutics stock across four December 2025 sessions, a pattern that looked more like disciplined exercise monetization than a blind exit.