Latest research, educational guides, and news from the world of institutional investing.
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.
Joseph Mansueto sold roughly $2.0M of Morningstar stock across two February 2026 sessions, extending a long-running founder liquidity pattern after the stock had already repriced lower from late-2025 highs.
Two VIAVI executives sold about $1.7M across late 2025 to early 2026, a period when the company was benefiting from a better demand narrative than it had a year earlier.
Four Travere insiders sold roughly $16.7M across late December through early February, a period when the stock had already been re-rated around the Filspari story.
QuidelOrtho 10% owner Jack Schuler bought more stock in January 2026, extending a buy campaign that had already put several million dollars to work while the company remained in rebuild mode.
Anthony Wood sold roughly $9M of Roku Class A shares across January and February 2026, but the bigger ownership story is that Schedule 13G still showed 12.83% beneficial ownership.
Amundi's top holdings still read like a global mega-cap core, but the more revealing part of the filing is the new convertible and optionality sleeve around that foundation.
Nuveen still looks like a diversified mega-cap allocator in Q4 2025, but the filing also shows sharper risk-on behavior through outsized Netflix and ServiceNow increases.
A huge AUM swing can look dramatic, but it does not always mean a manager suddenly changed its mind. Here's how to separate a portfolio reset from real conviction.
A filing can own broad-market ETFs and the same flagship stocks directly. The right reading comes from looking at both layers together.
Some managers balance value and growth explicitly through sleeves such as VTV and VUG. Here is how to recognize that structure.