Insights

Paramount-WBD Merger Suit: Reading Warner Bros' Holder Base

Shareholders approved the Paramount-WBD merger but a subscriber lawsuit now seeks to block it. WBD's institutional holder file reveals which active managers are positioned for completion vs which are running classic merger-arb spread plays.

Alex Rivera

Clarity Act Stablecoin Compromise: Reading COIN's Holder Base

Senate Banking's CLARITY Act compromise unlocks non-yield stablecoin rewards. Coinbase's institutional holder base reveals how Wall Street, market makers, and crypto-native VCs are positioned ahead of the markup vote.

Alex Rivera

Meta's New Mexico Trial Loss: META Holder Book Risk Map

The Verge headlined Meta's New Mexico courtroom loss as one that could ultimately cost the company far more than the $375 million judgment, with the company already signaling it could pull services from the state. Strip the index complexes out of META's 5,279-holder file and the regulatory risk lands on a small handful of active managers — Fidelity, the Capital Group complex, JPMorgan, Morgan Stanley and Norges Bank.

Alex Rivera

Pentagon Picks Palantir for Classified AI: PLTR Holder Map

The Defense Department's classified-systems AI roster names Palantir alongside six peers. Strip out the index and market-maker names from the holder file and a much narrower group of active managers — Citadel, JPMorgan, Morgan Stanley, Norges Bank, D. E. Shaw — emerges as the real conviction stack carrying PLTR into this contract cycle.

Alex Rivera

How to Identify Passive vs Active Managers in 13F Data

Learn the critical difference between index-tracking giants like Vanguard and high-conviction stock pickers like Michael Burry to find real smart money signals.

Sarah Mitchell

What is AUM? The 13F Insight Guide to Assets Under Management

Learn what Assets Under Management (AUM) means for institutional investors, why 13F reported values differ from total economic AUM, and how to track the 'Smart Money'.

Sarah Mitchell

AllianceBernstein L.P. Q4 2025: $316.67B Giant's Tactical Pivot and Tech Concentration

AllianceBernstein L.P. (CIK 0001109448) maintains a $316B portfolio with heavy conviction in AI and technology infrastructure as of Q4 2025.

Marcus Chen

Amundi Asset Management Q4 2025: Tech Concentration and the $368B Institutional Pivot

Amundi's Q4 2025 filing reveals a massive $367.99B portfolio with aggressive weighting in AI and semiconductor leaders, led by a $22.6B position in NVIDIA.

Marcus Chen

Legal & General Group Plc Q4 2025 13F Analysis: Mega-Cap Tech Concentration in $450B Portfolio

Marcus Chen

Legal & General Group Plc Q4 2025 13F Analysis: Mega-Cap Tech Concentration in $450B Portfolio

Marcus Chen

Salesforce Co-Founder Harris Parker Executes $508M Systematic Sell-Off: The Strategy Behind the 10b5-1 Diversification

Salesforce co-founder Harris Parker has offloaded $508M in stock via systematic 10b5-1 plans. While direct holdings appear low, his 1.9M-share trust position reveals a deeper diversification strategy.

Alex Rivera

Legal & General Group Plc Q4 2025 Deep Dive: A $450B Giant’s Tech-Heavy Transition

Legal & General Group Plc revealed a massive $450.91B portfolio in Q4 2025, dominated by U.S. mega-cap tech giants like NVDA, AAPL, and MSFT.

Marcus Chen

Harris Parker’s $508M Salesforce Divestment: Systematic Diversification, Not a Founder Exit

Salesforce co-founder Harris Parker has sold over $508 million in CRM stock, but a deep dive into his trust holdings reveals a much larger remaining stake than headline numbers suggest.

Alex Rivera

Co-Founder Liquidity: Analyzing Harris Parker's $508M Systematic Salesforce (CRM) Divestment

Harris Parker, co-founder of Salesforce, has completed a massive $508.6 million systematic selling program. We dive into the 10b5-1 patterns and what remains of his stake in the cloud giant.

Alex Rivera

What is AUM? The 13F Insight Guide to Assets Under Management

Understanding Assets Under Management (AUM) is critical for institutional tracking. This guide explains the nuances of AUM, why 13F AUM differs from total economic AUM, and how to interpret major shifts.

Sarah Mitchell

Salesforce Co-Founder Harris Parker Executes $508M Systematic Sale: Table I vs Table II Analysis

Harris Parker, co-founder of Salesforce (CRM), has executed a massive $508 million systematic stock sale. We dive deep into his 10b5-1 pattern and analyze his remaining stake across Table I and Table II to uncover the real story behind this insider move.

Alex Rivera

James Hagedorn’s $312M Sell-Down: Decoding the Scotts Miracle-Gro CEO’s Multi-Year Exit Strategy

With James Hagedorn’s cumulative sell-side value reaching a staggering $312 million, we analyze the latest Form 4 filings from Scotts Miracle-Gro (SMG) to distinguish between routine plans and discretionary moves.

Alex Rivera

UAE’s OPEC Exit Shakes Energy Portfolios: Why Berkshire and State Street are Doubling Down on Chevron

The United Arab Emirates' historic withdrawal from the OPEC cartel has sent shockwaves through the energy sector. We analyze the institutional response from Chevron's top holders, including Berkshire Hathaway.

Alex Rivera

Tesla's Institutional Moat Tested: Musk's OpenAI Trial Testimony and the Governance Distraction

As Elon Musk concludes a combative week of testimony in the OpenAI trial, we analyze how Tesla's top institutional holders—BlackRock, State Street, and Citadel—are positioning themselves amidst growing governance concerns.

Alex Rivera

Exxon Mobil Q1 2026 Earnings: Hedging Headwinds vs. Institutional Conviction

Exxon Mobil faces profit pressure from hedging losses in Q1 2026, but its massive institutional holder base shows high conviction in the energy giant's long-term production and dividend strategy.

Alex Rivera