Institutional Filings — BullishAgent

Form	Filer	Company	Sector	% Owned	Mkt Cap
13D/A	UAW Retiree Medical Benefits Trust	NC SLF Inc.	—	99.2%	—
UAW Retiree Medical Benefits Trust holds 99.2% of NC SLF Inc.; three UAW plans reinvested distributions on April 10, 2026.
13D/A	Bravemorning Limited	TRON Tron Inc.	Consumer Cyclical	88.5%	$67M
Bravemorning Limited acquired 88.5% of Tron Inc. to gain control; board members resigned following the transaction.
13D/A	MITSUBISHI UFJ FINANCIAL GROUP, INC.	MS-PP MORGAN STANLEY	Financial Services	23.9%	$39.8B
MUFG extends standstill agreement with Morgan Stanley, maintaining 24% stake and deferring restrictions on acquisitions and actions until later date.
13D/A	Canada Growth Fund Inc.	NMG Nouveau Monde Graphite Inc.	Basic Materials	22.0%	$331M
Canada Growth Fund Inc. acquired 22.0% stake (39.7M shares) in Nouveau Monde Graphite for US$25M via private placement and warrant exercise.
13D/A	Generac Power Systems, Inc.	WBXWF Wallbox N.V.	—	19.5%	—
Generac Power Systems acquired 19.5% stake in Wallbox N.V. and received warrants to purchase additional shares.
13D/A	Diana Shipping Inc.	GNK GENCO SHIPPING & TRADING LTD	Industrials	14.8%	$1.0B
Diana Shipping Inc. disclosed its 14.8% stake in Genco Shipping & Trading Ltd. and a rejected $23.50/share acquisition proposal.
13D/A	HORIZON KINETICS ASSET MANAGEMENT LLC	TPL Texas Pacific Land Corp	Energy	14.5%	$29.8B
Horizon Kinetics acquired 14.5% stake in Texas Pacific Land Corp, likely for investment purposes based on the company's fundamental value assessment.
13D/A	Forager Fund, L.P.	RPAY Repay Holdings Corp	Technology	12.9%	$350M
Fund acquires 12.9% stake in Repay Holdings Corp for investment purposes.
13D/A	AI Day1 LLC	DAWN Day One Biopharmaceuticals,	Healthcare	12.5%	$2.2B
AI Day1 LLC tendered its entire 12.5% stake in Day One Biopharmaceuticals to Servier Detroit Inc.'s $21.50/share cash tender offer on April 9, 2026.
13D	Two Seas Capital LP	OMEX ODYSSEY MARINE EXPLORATION I	Industrials	10.0%	$36M
Two Seas Capital LP acquired 10% stake in Odyssey Marine Exploration for investment purposes amid pending merger with American Ocean Minerals.
13D	Andrew Leece	SHAZW SharonAI Holdings Inc.	—	9.1%	—
Andrew Leece acquired 9.0% of SharonAI Holdings Inc. for investment purposes, subject to lock-up restrictions.
13D/A	Stilwell Activist Fund, L.P.	CLST Catalyst Bancorp, Inc.	Financial Services	8.6%	$65M
Stilwell Activist Fund acquired 8.6% of Catalyst Bancorp seeking board representation and undervalued asset appreciation.
13D/A	MCB PR Capital LLC	WSR WHITESTONE REIT	Real Estate	8.1%	$974M
MCB PR Capital LLC reduced its Whitestone REIT stake below 8.1% through share disposition, triggering Schedule 13D amendment filing.
13D/A	Whitefort Capital Master Fund, LP	ABUS Arbutus Biopharma Corp	Healthcare	8.1%	$865M
Whitefort Capital Master Fund acquired 8.1% stake in Arbutus Biopharma for investment purposes.
13D	International Generosity Foundation Trust	BRNS Barinthus Biotherapeutics pl	Healthcare	6.7%	$26M
International Generosity Foundation Trust acquired 6.7% of Barinthus Biotherapeutics for investment and charitable purposes, with potential future sales or purchases.
13D/A	Castle Creek Capital Partners VII, LP	FRST Primis Financial Corp.	Financial Services	5.4%	$359M
Castle Creek Capital Partners VII acquired 5.4% stake in Primis Financial Corp. for investment purposes.
13D/A	Radoff Family Foundation	SEER Seer, Inc.	Healthcare	0.9%	$110M
Radoff Family Foundation (0.9% stake in Seer, Inc.) proposed acquiring 100% of the company for $2.25/share plus contingent value rights.
13G/A	Evergreen Capital Management LLC	TXEMF Templeton Emerging Markets I	Financial Services	—	$2.3B
Evergreen Capital Management LLC amended a ? passive stake in Templeton Emerging Markets Income Fund (? shares).
13G/A	Integrated Core Strategies (US) LLC	CBRL Cracker Barrel Old Country S	Consumer Cyclical	—	$650M
Integrated Core Strategies (US) LLC amended a ? passive stake in Cracker Barrel Old Country Store, Inc. (? shares).
13G/A	ALPS Advisors, Inc.	HESM Hess Midstream LP	Energy	—	$8.2B
ALPS Advisors, Inc. amended a ? passive stake in Hess Midstream LP (? shares).
13G/A	RA Capital Management, L.P.	ACET Adicet Bio, Inc.	Healthcare	—	$81M
RA Capital Management, L.P. amended a ? passive stake in Adicet Bio, Inc. (? shares).
13G/A	FMZ Strategies LLC	LE LANDS' END, INC.	Consumer Cyclical	—	$333M
FMZ Strategies LLC amended a ? passive stake in LANDS' END, INC. (? shares).
13G/A	SRB Corporation	SAFT Safety Insurance Group, Inc.	Financial Services	—	$1.1B
SRB Corporation amended a ? passive stake in Safety Insurance Group, Inc. (? shares).
13G/A	Hemen Holding Limited	BWLP BW LPG Limited	Industrials	—	$3.1B
Hemen Holding Limited amended a ? passive stake in BW LPG Limited (? shares).
13G/A	Integrated Core Strategies (US) LLC	KPTI Karyopharm Therapeutics Inc.	Healthcare	—	$79M
Integrated Core Strategies (US) LLC amended a ? passive stake in Karyopharm Therapeutics Inc. (? shares).
13G/A	Streeterville Capital LLC	AIXI Xiao-I Corp	Technology	—	$8M
Streeterville Capital LLC amended a ? passive stake in Xiao-I Corp (? shares).
13G/A	Johnson & Johnson	RLYB Rallybio Corporation	Healthcare	—	$75M
Johnson & Johnson amended a ? passive stake in Rallybio Corporation (? shares).
13G/A	Shangzhao (Cizar) Hong	CGTL Creative Global Technology H	Consumer Cyclical	—	$26M
Shangzhao (Cizar) Hong amended a ? passive stake in Creative Global Technology Holdings Ltd (? shares).
13G/A	MEITAV INVESTMENT HOUSE LTD	FORTY Formula Systems 1985 Ltd	Technology	—	$2.2B
MEITAV INVESTMENT HOUSE LTD amended a ? passive stake in Formula Systems 1985 Ltd (? shares).
13G/A	Cunjun Ma	HUIZ Huize Holding Limited	Financial Services	—	$822K
Cunjun Ma amended a ? passive stake in Huize Holding Limited (? shares).
13G	Evergreen Capital Management LLC	EDD Morgan Stanley Emerging Mark	Financial Services	—	$355M
Evergreen Capital Management LLC reported a ? passive stake in Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. (? shares).
13G	Bleichroeder Sponsor 2 LLC	BBCQW Bleichroeder Acquisition Cor	Financial Services	—	$788M
Bleichroeder Sponsor 2 LLC reported a ? passive stake in Bleichroeder Acquisition Corp. II (? shares).
13G	Scopia Holdings LLC	PAVM PAVmed Inc.	Healthcare	—	$4M
Scopia Holdings LLC reported a ? passive stake in PAVmed Inc. (? shares).
13G	Taslim Podiono	BRIA BrilliA Inc	Industrials	—	$41M
Taslim Podiono reported a ? passive stake in BrilliA Inc (? shares).
13G	Fuller Robin R.	PHCI Panamera Holdings Corp	Healthcare	—	$369M
Fuller Robin R. reported a ? passive stake in Panamera Holdings Corp (? shares).
13G	Perceptive Advisors LLC	RLAY KIORA PHARMACEUTICALS, INC.	Healthcare	—	$2.5B
Perceptive Advisors LLC reported a ? passive stake in KIORA PHARMACEUTICALS, INC. (? shares).
13G	Praetorian Sponsor LLC	PTORW Praetorian Acquisition Corp.	Financial Services	—	$6M
Praetorian Sponsor LLC reported a ? passive stake in Praetorian Acquisition Corp. (? shares).
13G	SUVRETTA CAPITAL MANAGEMENT, LLC	LXEO Lexeo Therapeutics, Inc.	Healthcare	—	$430M
SUVRETTA CAPITAL MANAGEMENT, LLC reported a ? passive stake in Lexeo Therapeutics, Inc. (? shares).
13G	Eastern1 Holdings Ltd.	ELOG Eastern International Ltd	Industrials	—	$11M
Eastern1 Holdings Ltd. reported a ? passive stake in Eastern International Ltd (? shares).
13D/A	Unknown	SMR	Utilities	—	$3.6B
I don't have access to the specific SEC Schedule 13D filing you're referencing. To provide an accurate summary, I would need you to share the document details including: - The...

UAW Retiree Medical Benefits Trust

NC SLF Inc.

—

99.2%

—

UAW Retiree Medical Benefits Trust holds 99.2% of NC SLF Inc.; three UAW plans reinvested distributions on April 10, 2026.

13D/A

Bravemorning Limited

TRON Tron Inc.

Consumer Cyclical

88.5%

$67M

Bravemorning Limited acquired 88.5% of Tron Inc. to gain control; board members resigned following the transaction.

13D/A

MITSUBISHI UFJ FINANCIAL GROUP, INC.

MS-PP MORGAN STANLEY

Financial Services

23.9%

$39.8B

MUFG extends standstill agreement with Morgan Stanley, maintaining 24% stake and deferring restrictions on acquisitions and actions until later date.

13D/A

Canada Growth Fund Inc.

NMG Nouveau Monde Graphite Inc.

Basic Materials

22.0%

$331M

Canada Growth Fund Inc. acquired 22.0% stake (39.7M shares) in Nouveau Monde Graphite for US$25M via private placement and warrant exercise.

13D/A

Generac Power Systems, Inc.

WBXWF Wallbox N.V.

—

19.5%

—

Generac Power Systems acquired 19.5% stake in Wallbox N.V. and received warrants to purchase additional shares.

13D/A

Diana Shipping Inc.

GNK GENCO SHIPPING & TRADING LTD

Industrials

14.8%

$1.0B

Diana Shipping Inc. disclosed its 14.8% stake in Genco Shipping & Trading Ltd. and a rejected $23.50/share acquisition proposal.

13D/A

HORIZON KINETICS ASSET MANAGEMENT LLC

TPL Texas Pacific Land Corp

Energy

14.5%

$29.8B

Horizon Kinetics acquired 14.5% stake in Texas Pacific Land Corp, likely for investment purposes based on the company's fundamental value assessment.

13D/A

Forager Fund, L.P.

RPAY Repay Holdings Corp

Technology

12.9%

$350M

Fund acquires 12.9% stake in Repay Holdings Corp for investment purposes.

13D/A

AI Day1 LLC

DAWN Day One Biopharmaceuticals,

Healthcare

12.5%

$2.2B

AI Day1 LLC tendered its entire 12.5% stake in Day One Biopharmaceuticals to Servier Detroit Inc.'s $21.50/share cash tender offer on April 9, 2026.

13D

Two Seas Capital LP

OMEX ODYSSEY MARINE EXPLORATION I

Industrials

10.0%

$36M

Two Seas Capital LP acquired 10% stake in Odyssey Marine Exploration for investment purposes amid pending merger with American Ocean Minerals.

13D

Andrew Leece

SHAZW SharonAI Holdings Inc.

—

9.1%

—

Andrew Leece acquired 9.0% of SharonAI Holdings Inc. for investment purposes, subject to lock-up restrictions.

13D/A

Stilwell Activist Fund, L.P.

CLST Catalyst Bancorp, Inc.

Financial Services

8.6%

$65M

Stilwell Activist Fund acquired 8.6% of Catalyst Bancorp seeking board representation and undervalued asset appreciation.

13D/A

MCB PR Capital LLC

WSR WHITESTONE REIT

Real Estate

8.1%

$974M

MCB PR Capital LLC reduced its Whitestone REIT stake below 8.1% through share disposition, triggering Schedule 13D amendment filing.

13D/A

Whitefort Capital Master Fund, LP

ABUS Arbutus Biopharma Corp

Healthcare

8.1%

$865M

Whitefort Capital Master Fund acquired 8.1% stake in Arbutus Biopharma for investment purposes.

13D

International Generosity Foundation Trust

BRNS Barinthus Biotherapeutics pl

Healthcare

6.7%

$26M

International Generosity Foundation Trust acquired 6.7% of Barinthus Biotherapeutics for investment and charitable purposes, with potential future sales or purchases.

13D/A

Castle Creek Capital Partners VII, LP

FRST Primis Financial Corp.

Financial Services

5.4%

$359M

Castle Creek Capital Partners VII acquired 5.4% stake in Primis Financial Corp. for investment purposes.

13D/A

Radoff Family Foundation

SEER Seer, Inc.

Healthcare

0.9%

$110M

Radoff Family Foundation (0.9% stake in Seer, Inc.) proposed acquiring 100% of the company for $2.25/share plus contingent value rights.

13G/A

Evergreen Capital Management LLC

TXEMF Templeton Emerging Markets I

Financial Services

—

$2.3B

Evergreen Capital Management LLC amended a ? passive stake in Templeton Emerging Markets Income Fund (? shares).

13G/A

Integrated Core Strategies (US) LLC

CBRL Cracker Barrel Old Country S

Consumer Cyclical

—

$650M

Integrated Core Strategies (US) LLC amended a ? passive stake in Cracker Barrel Old Country Store, Inc. (? shares).

13G/A

ALPS Advisors, Inc.

HESM Hess Midstream LP

Energy

—

$8.2B

ALPS Advisors, Inc. amended a ? passive stake in Hess Midstream LP (? shares).

13G/A

RA Capital Management, L.P.

ACET Adicet Bio, Inc.

Healthcare

—

$81M

RA Capital Management, L.P. amended a ? passive stake in Adicet Bio, Inc. (? shares).

13G/A

FMZ Strategies LLC

LE LANDS' END, INC.

Consumer Cyclical

—

$333M

FMZ Strategies LLC amended a ? passive stake in LANDS' END, INC. (? shares).

13G/A

SRB Corporation

SAFT Safety Insurance Group, Inc.

Financial Services

—

$1.1B

SRB Corporation amended a ? passive stake in Safety Insurance Group, Inc. (? shares).

13G/A

Hemen Holding Limited

BWLP BW LPG Limited

Industrials

—

$3.1B

Hemen Holding Limited amended a ? passive stake in BW LPG Limited (? shares).

13G/A

Integrated Core Strategies (US) LLC

KPTI Karyopharm Therapeutics Inc.

Healthcare

—

$79M

Integrated Core Strategies (US) LLC amended a ? passive stake in Karyopharm Therapeutics Inc. (? shares).

13G/A

Streeterville Capital LLC

AIXI Xiao-I Corp

Technology

—

$8M

Streeterville Capital LLC amended a ? passive stake in Xiao-I Corp (? shares).

13G/A

Johnson & Johnson

RLYB Rallybio Corporation

Healthcare

—

$75M

Johnson & Johnson amended a ? passive stake in Rallybio Corporation (? shares).

13G/A

Shangzhao (Cizar) Hong

CGTL Creative Global Technology H

Consumer Cyclical

—

$26M

Shangzhao (Cizar) Hong amended a ? passive stake in Creative Global Technology Holdings Ltd (? shares).

13G/A

MEITAV INVESTMENT HOUSE LTD

FORTY Formula Systems 1985 Ltd

Technology

—

$2.2B

MEITAV INVESTMENT HOUSE LTD amended a ? passive stake in Formula Systems 1985 Ltd (? shares).

13G/A

Cunjun Ma

HUIZ Huize Holding Limited

Financial Services

—

$822K

Cunjun Ma amended a ? passive stake in Huize Holding Limited (? shares).

13G

Evergreen Capital Management LLC

EDD Morgan Stanley Emerging Mark

Financial Services

—

$355M

Evergreen Capital Management LLC reported a ? passive stake in Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. (? shares).

13G

Bleichroeder Sponsor 2 LLC

BBCQW Bleichroeder Acquisition Cor

Financial Services

—

$788M

Bleichroeder Sponsor 2 LLC reported a ? passive stake in Bleichroeder Acquisition Corp. II (? shares).

13G

Scopia Holdings LLC

PAVM PAVmed Inc.

Healthcare

—

$4M

Scopia Holdings LLC reported a ? passive stake in PAVmed Inc. (? shares).

13G

Taslim Podiono

BRIA BrilliA Inc

Industrials

—

$41M

Taslim Podiono reported a ? passive stake in BrilliA Inc (? shares).

13G

Fuller Robin R.

PHCI Panamera Holdings Corp

Healthcare

—

$369M

Fuller Robin R. reported a ? passive stake in Panamera Holdings Corp (? shares).

13G

Perceptive Advisors LLC

RLAY KIORA PHARMACEUTICALS, INC.

Healthcare

—

$2.5B

Perceptive Advisors LLC reported a ? passive stake in KIORA PHARMACEUTICALS, INC. (? shares).

13G

Praetorian Sponsor LLC

PTORW Praetorian Acquisition Corp.

Financial Services

—

$6M

Praetorian Sponsor LLC reported a ? passive stake in Praetorian Acquisition Corp. (? shares).

13G

SUVRETTA CAPITAL MANAGEMENT, LLC

LXEO Lexeo Therapeutics, Inc.

Healthcare

—

$430M

SUVRETTA CAPITAL MANAGEMENT, LLC reported a ? passive stake in Lexeo Therapeutics, Inc. (? shares).

13G

Eastern1 Holdings Ltd.

ELOG Eastern International Ltd

Industrials

—

$11M

Eastern1 Holdings Ltd. reported a ? passive stake in Eastern International Ltd (? shares).

13D/A

Unknown

SMR

Utilities

—

$3.6B

I don't have access to the specific SEC Schedule 13D filing you're referencing. To provide an accurate summary, I would need you to share the document details including: - The...