๐ต ๐๐ข๐จ๐๐๐ ๐๐ข๐ช๐ก๐ ๐ต
5-star Hedge Fund manager David DE Shaw ๐๐ข๐จ๐๐๐๐ his stake in $BSX, $AVGO and $ORCL in Q1 - as per latest 13F filing.
He is now one of the top 10 Largest shareholders of $BSX.
David's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 123.47% in the past 3 years!
๐๐ก๐ข๐ง๐๐๐๐ ๐๐ข๐ก๐๐ฅ๐๐ฆ๐ฆ ๐๐จ๐ฌ๐ฆ ๐
Congress Member Maria Salazar JUST made a new filing.
She started New Positions in 5 good stocks:
$IBM @ $252.97
$DDOG @ $215.15
$QCOM $213.17
$BIIB $197.95
$CARR $67.62
Maria's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 90.58% in past 3 years.
๐ ๐ก๐๐ช ๐๐๐ฅ๐๐ ๐๐จ๐ฌ๐ฆ ๐
Yet another HUGE Insider Buy on $HOOD reported within 1 week.
This time its even more than the last,
$20.2M bought at $80.7
Seems Malka Meyer is very confident Robinhood has bottomed at this level.
๐ย ๐๐๐ง๐๐ฆ๐ง ๐๐๐ฅ๐๐ ๐ง๐ฅ๐๐๐๐ฆ ๐ย
5-star HedgeFund ๐๐ ๐ฅ just made a new 13G filing.
$RMBS - ๐๐ข๐ข๐ฆ๐ง๐๐ position to become 2nd Largest shareholder
$MRVL - ๐๐ผ๐น๐ฑ 35%
$BIIB - added 30% for 3rd qrtr in a row
FMR's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ is ๐จ๐ฃ 119.55% in past 3 yrs
๐ ๐ก๐๐ช ๐๐๐ฅ๐๐ ๐๐จ๐ฌ๐ฆ ๐
8th consecutive Insider Buy on $DNUT reported within 10 days.
Director is buying big in this $3-$4 range.
This is screaming High Conviction.
Stock is up 3% today.
Source: https://t.co/yZfdPpB2nu
๐ ๐๐ก๐ง๐๐ฅ๐๐ฆ๐ง๐๐ก๐ ๐๐ก๐ฆ๐๐๐๐ง ๐
5-star Hedge Fund Susquehanna owned tiny amounts of $NVO for 5 quarters in a row.
Suddenly in Q1, they ๐๐ฒ๐ฎ๐๐ถ๐น๐ ๐๐ข๐ข๐ฆ๐ง๐๐ their stake by 800%, becoming one of the top 5 Largest Shareholders!
This is usually a good signal.
๐ก ๐ฆ๐ง๐ข๐๐ ๐๐ก๐ฆ๐๐๐๐ง ๐ก
Several top Hedge Funds who own $FISV are in the red ๐ด, yet they continue to add more every single quarter.
For example AQR, a 5-star Hedge Fund, ๐๐ข๐จ๐๐๐๐ their position in Q1.
AQR's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 80% in past 3 yrs.
๐ก๐ก๐ข๐ง๐๐๐๐ ๐ง๐ฅ๐๐๐๐ฆ ๐ก
ย
After holding steady for 3 quarters in row,
5-star Hedge Fund Primecap just reported adding over 40% more to their $AAL position - as per latest 13D filing.
Theofanis's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 92.42% in the past 3 yrs.
๐ ๐ก๐ข๐ง๐๐๐๐ ๐๐ก๐ฆ๐๐๐๐ฅ ๐ง๐ฅ๐๐๐๐ฆ ๐
About $4M insider buys on $SMMT reported today, by 3 different insiders including the CEO.
A massive amount and the first of its kind on $SMMT.
Summit Therapeutics is trading near its 52-week lows and looks ๐ฎ๐๐๐ฟ๐ฎ๐ฐ๐๐ถ๐๐ฒ
๐ ๐๐๐ฅ๐๐ ๐๐๐๐๐ ๐๐จ๐ก๐ ๐๐จ๐ฌ๐ฆ ๐
5-star Hedge Fund, DE Shaw, ๐๐ฒ๐ฎ๐๐ถ๐น๐ ๐๐ข๐ข๐ฆ๐ง๐๐ their $SMMT stake in Q1 - as per latest 13F filing.
They're now 1 of the top 10 LARGEST Shareholders of Summit.
David's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 123.47% in the past 3 yrs
๐ ๐ก๐ข๐ง๐๐๐๐ ๐๐ก๐ฆ๐๐๐๐ฅ ๐ง๐ฅ๐๐๐๐ฆ ๐
Yet another large insider buy reported on $DNUT in past 10 days.
This time it is ๐๐ข๐จ๐๐๐ the previous one, totaling over $1.5M.
Krispy Kreme is trading near its 52-week lows and this Director seems confident its the bottom
๐ ๐ก๐ข๐ง๐๐๐๐ ๐๐ก๐ฆ๐๐๐๐ฅ ๐ง๐ฅ๐๐๐๐ฆ ๐
Over $700,000 insider buy on $DNUT reported today, the only one in a very long time.
Krispy Kreme is trading near its 52-week lows.
๐ก ๐ฆ๐ง๐ข๐๐ ๐๐ก๐ฆ๐๐๐๐ง ๐ก
Warren bought $UNH at ~$417 and sold at ~$300.
He missed the mark on this one.
Several top-rated Hedge Funds such as RenTech & Hudson Bay bought a ton of it in Q1 & continue to add to their positions.
Charles Schwab ๐๐ข๐จ๐๐๐๐ their stake!
๐ ๐๐ฅ๐๐ฆ๐ ๐๐๐ฅ๐๐ ๐๐จ๐ฌ๐ฆ ๐
2 HUGE insider purchases reported today:
๐น $NCLH - $25M bought at $18.2
๐น $HOOD - $15M bought at $83.4
Both stocks looking very ๐ฎ๐๐๐ฟ๐ฎ๐ฐ๐๐ถ๐๐ฒ to their insiders at these prices. This is the 2nd week in a row insiders buy in them
๐ ๐ฆ๐ ๐๐ฅ๐ง ๐๐จ๐ฌ๐ฆ ๐
Yet another same combo, this time on $NVTS, where both 5-star Hedge Funds, POINT72 and DE Shaw ๐๐ฒ๐ฎ๐๐ถ๐น๐ ๐๐ข๐ข๐ฆ๐ง๐๐ their stake in Q1 - as per latest 13F filing.
They bought at an Avg Buy price of just $7.96
Navitas is over $31 today. Up 4x
๐ ๐๐๐ฅ๐๐ ๐๐จ๐ฌ๐ฆ ๐ผ๐ณ $BULL ๐ฏ๐ 5-๐๐๐ฎ๐ฟ ๐๐ฒ๐ฑ๐ด๐ฒ ๐๐๐ป๐ฑ๐ ๐
๐นAQR started a new $16M position, the biggest in Q1
๐นMillennium Mgmt added 72% more to their stake
๐นRenTech & Nuveen ๐ง๐ฅ๐๐ฃ๐๐๐ their holdings
The big boys seem to be loading up on Webull.
Both those insider buys are now very much in profit. (and haven't sold yet)
It pays to keep an eye on large trades like these by insiders or Hedge Funds. They KNOW.
$RIVN $NCLH
๐ ๐๐ฅ๐๐ฆ๐ ๐๐จ๐ฌ๐ฆ ๐
2 Large Insider purchases reported:
- $NCLH over $200,000 at $15
- $RIVN $250,000 bought at $14
Both stocks trading near 52-week lows and looking very ๐ฎ๐๐๐ฟ๐ฎ๐ฐ๐๐ถ๐๐ฒ.
๐ ๐ฆ๐ ๐๐ฅ๐ง ๐๐๐๐๐ ๐๐จ๐ก๐ ๐๐จ๐ฌ๐ฆ ๐
Citadel (Ken Griffin) ๐๐ข๐จ๐๐๐๐ his $PYPL position in Q1 - as per latest 13F filing.
5-star Hedge Fund Primecap (Theofanis) added 22% for the 5th quarter in a row!
They are both in the red yet they keep buying more of it.
๐ ๐๐ฅ๐๐ฆ๐ ๐๐จ๐ฌ๐ฆ ๐
Among the ๐๐ฎ๐ฟ๐ด๐ฒ๐๐ ๐๐ป๐๐ถ๐ฑ๐ฒ๐ฟ ๐๐๐๐ in the past week:
$QTTB - $30M @ $8 by multiple directors
$HOOD - $20M @ $80.39 by a top Director
$HIMS - $1.2M @ $24.24 (first buy in a year!)
Insiders buying such large amounts usually know something
๐๐ก๐๐ช ๐๐ข๐ก๐๐ฅ๐๐ฆ๐ฆ ๐๐จ๐ฌ๐ฆ ๐
Congress Member Ed Case recently added more to his $AAPL position - as per the latest filing.
Apple is the largest holding in his portfolio.
Ed's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 137.57% in the past 3 years.
His ๐ก๐ฒ๐ ๐ช๐ผ๐ฟ๐๐ต is now $5.7M
๐ ๐ฅ๐๐ฅ๐ ๐๐ก๐ฆ๐๐๐๐ฅ ๐๐จ๐ฌ๐ฆ ๐
Very Large Insider Buy worth over $20M reported in $HOOD today.
First one ever this size and first one this year.
Looks like one of their top Directors believes the stock is worth more than $80.
๐ ๐ก๐๐ช ๐๐๐๐๐ ๐๐จ๐ก๐ ๐๐จ๐ฌ๐ฆ ๐
5-star Jane Street, just ๐๐ข๐จ๐๐๐๐ their $TSSI position & ๐ง๐ฅ๐๐ฃ๐๐๐ their $INOD stake -as per latest 13G filing.
They're now the 2nd Largest Shareholder of both stocks
Jane's ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 96.44% in past 3 yrs