Institutional Filings
Guide ↗
| Form | Filer | Company | Sector | % Owned | Mkt Cap |
|---|---|---|---|---|---|
| 13D/A | Yoshiyuki Aikawa | SBCWW SBC Medical Group Holdings I | Industrials | 82.2% | $22M |
| Yoshiyuki Aikawa (82.2% stake holder) is selling 3.1M shares of SBC Medical Group at $3.0225/share via underwritten offering. | |||||
| 13D/A | Villa Clare Partners, L.P. | HVT-A HAVERTY FURNITURE COMPANIES | Consumer Cyclical | 49.9% | $368M |
| Villa Clare Partners acquired 49.9% stake in Haverty Furniture Companies for potential influence over company direction and strategic decisions. | |||||
| 13D/A | Hyperscale Data, Inc. | YYGH YY Group Holding Ltd. | Consumer Cyclical | 31.8% | $12K |
| Hyperscale Data acquired 31.8% stake in YY Group Holding Ltd., likely for strategic investment or influence purposes. | |||||
| 13D/A | Franklin Resources, Inc. | CLARION PARTNERS REAL ESTATE INCOME FUND INC. | — | 29.7% | — |
| Franklin Resources acquired 29.7% stake in Clarion Partners Real Estate Income Fund for investment purposes and potential acquisition of its commercial real estate assets. | |||||
| 13D/A | RA Capital Management, L.P. | VOR VOR BIOPHARMA INC. | Healthcare | 19.9% | $101M |
| RA Capital Management acquired 19.9% stake in Vor Biopharma, signaling significant investment in the biotech company. | |||||
| 13D/A | Estate of James W. Ayers | FBK FB Financial Corporation | Financial Services | 13.7% | $2.8B |
| Estate of James W. Ayers holds 13.7% of FB Financial Corporation for individual investment purposes with no acquisition plans. | |||||
| 13D/A | Jacob DeWitte | OKLO Oklo Inc. | Utilities | 12.2% | $11.9B |
| DeWitte acquires 12.2% stake in Oklo Inc., a nuclear energy company. | |||||
| 13D/A | Saba Capital Management, L.P. | NFJ Virtus Dividend, Interest an | Financial Services | 11.0% | $1.4B |
| Saba Capital acquired 11.0% stake in Virtus Dividend Fund and negotiated standstill agreement requiring issuer to conduct 25% share tender offer at 99% NAV. | |||||
| 13D/A | Oak Hill Advisors, L.P. | XPRO Expro Group Holdings N.V. | Energy | 10.5% | $2.1B |
| Oak Hill Advisors holds 10.5% of Expro Group and agreed to vote its shares supporting the company's proposed redomicile transaction. | |||||
| 13D/A | Fund 1 Investments, LLC | FNKO Funko, Inc. | Consumer Cyclical | 9.8% | $239M |
| 1 Investments acquires 9.8% stake in Funko, Inc. with 5.4M shares. | |||||
| 13D/A | Corre Opportunities Qualified Master Fund, LP | NNBR NN INC | Industrials | 9.7% | $123M |
| Corre Opportunities acquired 9.7% stake in NN Inc. for investment; may review position based on company performance and market conditions. | |||||
| 13D | Omega Fund VI, L.P. | IMA IMAGENEBIO, INC. | Healthcare | 8.4% | $64M |
| Omega Fund VI acquired 8.4% of ImageneBio as a passive investment; may discuss strategy, acquisitions, or governance with management. | |||||
| 13D/A | Castle Creek Capital Partners VII, LP | FRST Primis Financial Corp. | Financial Services | 4.4% | $359M |
| Castle Creek Capital Partners VII acquired 4.4% stake in Primis Financial Corp. for investment purposes. | |||||
| 13D/A | Gratia Capital, LLC | TRTX-PC TPG RE Finance Trust, Inc. | Real Estate | 3.6% | $1.4B |
| Gratia Capital acquired 3.6% stake in TPG RE Finance Trust, believing shares undervalued, seeking management discussions on dividends and strategy. | |||||
| 13D/A | 22NW Fund, LP | FSTR FOSTER L B CO | Industrials | 2.5% | $383M |
| 22NW Fund, LP acquired 2.5% stake in Foster L B Co for investment purposes. | |||||
| 13D/A | Robin Road Trust Company LLC, as trustee of Robin Road Trust and the trusts listed on Appendix 1 of Exhibit 99.1 | H Hyatt Hotels Corporation | Consumer Cyclical | 1.2% | $15.1B |
| Robin Road Trust Company completed stock donations and sales of its 1.2% Hyatt Hotels stake between January 2025 and April 2026. | |||||
| 13G/A | ROYCE & ASSOCIATES LP | AOUT American Outdoor Brands Inc | Consumer Cyclical | — | $118M |
| ROYCE & ASSOCIATES LP amended a ? passive stake in American Outdoor Brands Inc (? shares). | |||||
| 13G/A | Brumder William George | OMEX ODYSSEY MARINE EXPLORATION I | Industrials | — | $36M |
| Brumder William George amended a ? passive stake in ODYSSEY MARINE EXPLORATION INC (? shares). | |||||
| 13G/A | Parian Ultreia LP | AIRS Airsculpt Technologies, Inc. | Healthcare | — | $243M |
| Parian Ultreia LP amended a ? passive stake in Airsculpt Technologies, Inc. (? shares). | |||||
| 13G/A | Wasatch Advisors LP | OZKAP Bank OZK | Financial Services | — | $1.9B |
| Wasatch Advisors LP amended a ? passive stake in Bank OZK (? shares). | |||||
| 13G/A | INGALLS & SNYDER LLC | CORT CORCEPT THERAPEUTICS INC | Healthcare | — | $5.5B |
| INGALLS & SNYDER LLC amended a ? passive stake in CORCEPT THERAPEUTICS INC (? shares). | |||||
| 13G/A | ROYCE & ASSOCIATES LP | EVI EVI Industries, Inc. | Industrials | — | $245M |
| ROYCE & ASSOCIATES LP amended a ? passive stake in EVI Industries, Inc. (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | iShares, Inc. | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in iShares, Inc. (? shares). | |||||
| 13G/A | Brumder William George | HOVRW New Horizon Aircraft Ltd. | Industrials | — | $20M |
| Brumder William George amended a ? passive stake in New Horizon Aircraft Ltd. (? shares). | |||||
| 13G/A | Brumder William George | GPRO GoPro, Inc. | Technology | — | $236M |
| Brumder William George amended a ? passive stake in GoPro, Inc. (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | Nomura ETF Trust | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in Nomura ETF Trust (? shares). | |||||
| 13G/A | Brumder William George | PRZO ParaZero Technologies Ltd. | Industrials | — | $16M |
| Brumder William George amended a ? passive stake in ParaZero Technologies Ltd. (? shares). | |||||
| 13G/A | Millennium Management LLC | STRO Sutro Biopharma, Inc. | Healthcare | — | $326M |
| Millennium Management LLC amended a ? passive stake in Sutro Biopharma, Inc. (? shares). | |||||
| 13G/A | STOCK YARDS BANK & TRUST CO | SYBT Stock Yards Bancorp, Inc. | Financial Services | — | $2.1B |
| STOCK YARDS BANK & TRUST CO amended a ? passive stake in Stock Yards Bancorp, Inc. (? shares). | |||||
| 13G/A | Millennium Management LLC | EVER EverQuote, Inc. | Communication Services | — | $517M |
| Millennium Management LLC amended a ? passive stake in EverQuote, Inc. (? shares). | |||||
| 13G/A | Forager Capital Management, LLC | OPRT Oportun Financial Corporatio | Financial Services | — | $254M |
| Forager Capital Management, LLC amended a ? passive stake in Oportun Financial Corporation (? shares). | |||||
| 13G/A | PZENA INVESTMENT MANAGEMENT LLC | BAX BAXTER INTERNATIONAL INC | Healthcare | — | $8.6B |
| PZENA INVESTMENT MANAGEMENT LLC amended a ? passive stake in BAXTER INTERNATIONAL INC (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | Victory Portfolios II | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in Victory Portfolios II (? shares). | |||||
| 13G | Wasatch Advisors LP | ECG Everus Construction Group In | Industrials | — | $7.7B |
| Wasatch Advisors LP reported a ? passive stake in Everus Construction Group Inc (? shares). | |||||
| 13G | ROYCE & ASSOCIATES LP | BBSI Barrett Business Services, I | Industrials | — | $772M |
| ROYCE & ASSOCIATES LP reported a ? passive stake in Barrett Business Services, Inc. (? shares). | |||||
| 13G | Citadel Advisors LLC | HUSIF Nicola Mining Inc. | Basic Materials | — | $125M |
| Citadel Advisors LLC reported a ? passive stake in Nicola Mining Inc. (? shares). | |||||
| 13G | Trails Edge Capital Partners, LP | IMA ImageneBio, Inc. | Healthcare | — | $64M |
| Trails Edge Capital Partners, LP reported a ? passive stake in ImageneBio, Inc. (? shares). | |||||
| 13G | P. Oppenheimer Investment Parternship, LP | SMHI SEACOR Marine Holdings Inc. | Industrials | — | $205M |
| P. Oppenheimer Investment Parternship, LP reported a ? passive stake in SEACOR Marine Holdings Inc. (? shares). | |||||
| 13G | Brian Pratt | NMTC NeuroOne Medical Technologie | Healthcare | — | $38M |
| Brian Pratt reported a ? passive stake in NeuroOne Medical Technologies Corporation (? shares). | |||||
| 13G | Wasatch Advisors LP | COCO Vita Coco Co Inc/The | Consumer Defensive | — | $3.8B |
| Wasatch Advisors LP reported a ? passive stake in Vita Coco Co Inc/The (? shares). | |||||
| 13G | Perceptive Advisors LLC | STRO SUTRO BIOPHARMA, INC. | Healthcare | — | $326M |
| Perceptive Advisors LLC reported a ? passive stake in SUTRO BIOPHARMA, INC. (? shares). | |||||
| 13G | EULER FUND, L.P. | LYEL Lyell Immunopharma, Inc. | Healthcare | — | $483M |
| EULER FUND, L.P. reported a ? passive stake in Lyell Immunopharma, Inc. (? shares). | |||||
| 13G | F. Laeisz GmbH | DSX-WT DIANA SHIPPING INC. | — | — | — |
| F. Laeisz GmbH reported a ? passive stake in DIANA SHIPPING INC. (? shares). | |||||
| 13G | P. Oppenheimer Investment Parternship, LP | HURC Hurco Companies, Inc. | Industrials | — | $108M |
| P. Oppenheimer Investment Parternship, LP reported a ? passive stake in Hurco Companies, Inc. (? shares). | |||||