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Insider Ownership

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US Activist Hedge Fund Institutional SEC 13D 13G — July 31, 2026

The July 31, 2026 filings reveal a significant divergence in institutional and activist activity. Vanguard Capital Management made a broad, passive push across 25+ companies, crossing the 5% threshold in 16 names (e.g., Compass, Anavex, Conagra) while reducing or exiting positions in 8 others (e.g., Associated Banc-Corp, Chatham Lodging), signaling a portfolio rotation. Activist activity is concentrated in Scully Royalty Ltd., where the Kellogg group (35.5% stake) and Neil Subin (13.0%) are engaged in a proxy fight and litigation over the 2025 AGM, creating a high-stakes control battle. Capital World Investors maintained its 34.9% stake in Diebold Nixdorf, while RA Capital executed a strategic exchange of shares for pre-funded warrants at Inhibikase Therapeutics to cap ownership at 9.99%. Insider selling is notable at Sanara MedTech (complete exit by Tall Pines Capital) and Diana Shipping (stake fell below 5%). The overall theme is one of passive rebalancing by Vanguard, mixed with targeted activist pressure and strategic positioning by specialized funds.

9 high priority 41 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 30, 2026

The July 30, 2026, batch of 50 filings is dominated by a single, massive event: BlackRock, Inc. filed a wave of 13G and 13G/A disclosures, revealing a broad, passive rebalancing of its portfolio across 49 companies. The key theme is not activist intent but a systematic deployment of capital, with BlackRock increasing stakes in 30+ companies, often by modest amounts (1-3% share count increases), while trimming a few positions. The most material outlier is a non-BlackRock activist filing: TOP Financial Group Ltd (SC 13D), where Chairwoman Junli Yang increased her beneficial ownership to 17.1% via a $12M warrant exercise, signaling strong insider conviction and potential control intent. Across the BlackRock filings, the most significant stakes are in Sarepta Therapeutics (15.8%), SolarEdge Technologies (15.2%), and Sunrun Inc. (14.7%), highlighting a thematic tilt toward renewable energy and biotech. The aggregate data shows no sector-wide distress, but rather a 'steady-state' accumulation pattern, with BlackRock's passive strategy reinforcing existing positions in small and mid-cap names. The lack of any activist campaigns or major institutional ownership changes outside of BlackRock's routine updates makes this batch a story of capital allocation by the world's largest asset manager, with the TOP Financial filing providing the only true 'activist' signal.

1 high priority 49 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 29, 2026

This digest of 50 SEC filings reveals a massive wave of institutional ownership disclosures, predominantly from BlackRock (28 filings) and Harel Insurance Investments (6 filings), alongside notable activist activity at Citizens Community Bancorp and a complete exit by Xiaomi from Smart Share Global. The dominant theme is passive institutional accumulation, with BlackRock reporting new or increased stakes in 28 companies, including significant positions in RH (9.9%), Roku (9.7%), and PagerDuty (9.6%), signaling strong conviction in mid-cap growth and value names. The most actionable development is the activist campaign at Citizens Community Bancorp, where a 9.1% holder is pushing for board changes and strategic alternatives, creating a clear catalyst. Conversely, Xiaomi's complete divestiture from Smart Share Global and BlackRock's reduced stake in Pulmonox Corp (now 1.8%) highlight selective risk-off moves. The data also shows a notable concentration of Harel's holdings in Israeli-linked companies (ICL, Formula Systems, eToro, Brainsway, Nayax, Ormat), suggesting a regional thematic play. Overall, the filings paint a picture of broad institutional confidence tempered by targeted exits, with the activist angle at Citizens Community Bancorp offering the highest near-term alpha potential.

2 high priority 48 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 28, 2026

This digest of 50 SEC filings reveals a landscape dominated by passive institutional investors, with BlackRock and Franklin Resources making up the bulk of the activity. The most critical development is an activist campaign by Bulldog Investors against Dynamix Corp, demanding equitable distribution of a $50M breakup fee, coupled with a high-stakes business combination deadline. A significant strategic investment by About Investment in PicoCELA Inc. grants it 67.5% voting power and governance control, while the complete exit of a government-backed entity from Planet Image International signals a potential shift in investor confidence. The Research Alliance Corp III deal to acquire OHB Pediatrics for $160M, backed by $45M in interim financing, represents a major SPAC catalyst. Insider selling at IPG Photonics by the founding trust under a 10b5-1 plan, alongside a substantial increase in ownership at LGL Group via a rights offering, provides contrasting signals on management conviction. The overall sentiment is neutral, with pockets of high-conviction activism and strategic moves.

8 high priority 42 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 27, 2026

This digest of 50 SEC filings reveals a surge in activist and institutional activity, with two distinct themes dominating: aggressive proxy fights in small-cap biotech/tech and a massive wave of passive institutional position disclosures from JPMorgan, BlackRock, and First Trust. The most critical development is the escalated proxy fight at Evogene Ltd., where a 17.4% shareholder group has set a hard July 31 deadline to call a special meeting, threatening personal director liability. Concurrently, a consortium including CPPIB has submitted a revised $7.02/share best-and-final offer for ReNew Energy Global, signaling a potential take-private. On the passive side, JPMorgan disclosed significant 5%+ stakes in 12 companies, including a 13% position in DigitalOcean and 9.8% in Burlington Stores, while BlackRock revealed a 13.7% stake in Concentra Group and 11.2% in Crescent Energy. A notable pattern emerges from Orin Hirschman's AIGH Capital, which filed 8 new passive 13G positions across small-caps while completely exiting Intellicheck, suggesting a portfolio rotation into value-oriented micro-caps. The most bearish signal is BlackRock's massive 70%+ reduction in Beyond Meat, dropping from a 5%+ holder to just 1.5%, signaling a loss of conviction in the plant-based meat sector.

6 high priority 44 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 24, 2026

The 50 filings reveal a predominantly passive investment landscape with several notable activist positions and insider moves. Key themes include significant insider buying at CytoMed Therapeutics and Nex Neo Tech, a large passive stake by City of London Investment Management across multiple closed-end funds, and a bankruptcy emergence at Office Properties Income Trust with activist involvement. Period-over-period comparisons show modest share count changes and stable ownership percentages for most filers. The most actionable signals come from insider purchases, warrant vesting events, and lock-up expirations that could drive future price action.

21 high priority 29 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 23, 2026

This digest of 40 activist and institutional filings reveals a day dominated by passive ownership updates and significant corporate restructuring. The most critical development is the escalation of an activist campaign at Braemar Hotels & Resorts, where top shareholder Al Shams Investments has publicly accused the Chairman of 'outrageous profiteering' and plans to solicit proxies, signaling a high-stakes governance battle. Concurrently, a major theme of corporate simplification is emerging from the Brookfield complex, with three separate filings detailing proposals to merge its renewable and infrastructure entities into single publicly traded companies, with shareholder votes scheduled for October 14, 2026. While most filings are routine 13G amendments showing passive positions, several notable insider transactions and stake changes were identified, including a significant reduction in position by Olesen Value Fund at Solitron Devices and a new activist stance by Glenbrook Capital at SenesTech. The data also highlights a cluster of Israeli and Israeli-linked companies (Camtek, Tower Semiconductor, TAT Technologies, Enlight Renewable Energy) where Migdal Insurance has disclosed passive stakes, suggesting a regional institutional focus. Overall, the period shows a market with high passive ownership stability punctuated by targeted activist interventions and complex corporate actions.

15 high priority 25 medium 40 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 21, 2026

The 29 filings for July 21, 2026, reveal a landscape dominated by corporate control events and significant insider ownership adjustments. The most material developments are the take-private of KORE Group Holdings at $9.25/share and the announced acquisition of Personalis by Tempus AI, both high-certainty catalysts. A notable cluster of insider activity is seen at ZeroStack Corp. (formerly Flora Growth), where three insiders—including the CEO—collectively control over 70% of shares and are incentivized by aggressive performance-based options tied to VWAP targets up to $17.85, a 250% premium to the exercise price. Passive institutional investors like Millennium Management and Royce & Associates are making measured, diversified bets, while a few filers (e.g., Dror Sherman at iPower) show rapid, opportunistic trading. The data suggests a bifurcated market: high-conviction insider moves in small/mid-cap names versus passive accumulation in larger, liquid names. No sector-wide margin or revenue trends are discernible from this set of filings, as they are primarily ownership disclosures rather than operating reports.

12 high priority 17 medium 29 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 20, 2026

This digest of 50 SEC filings reveals a landscape dominated by passive institutional positioning and strategic insider accumulation, with notable activist settlements and capital infusions. The most significant development is the settlement between Murchinson Ltd. and Nano Dimension Ltd., ending a proxy fight with board reconstitution and mixed insider trading activity, signaling potential governance improvements but also uncertainty. Several major shareholders, including ReposiTrak's 31.4% stake in SPAR Group and Atlas Capital's $5M private placement in Greenidge, indicate strategic consolidation and capital deployment. Insider buying patterns are evident in Costamare Bulkers (active open-market purchases under a 10b5-1 plan) and Evogene Ltd. (aggressive ADS accumulation), while LGL Group saw a $10.4M rights offering participation by Mario Gabelli. The data shows a bifurcated market: passive institutional investors (Millennium Management, Aberdeen Group) are adjusting positions in biotech and tech, while activist-adjacent funds (Fairmount, Velan Capital) are increasing stakes post-corporate events. Key themes include post-merger stake adjustments, SPAC positioning (Research Alliance Corp IV with three filers), and insider confidence signals through direct purchases.

18 high priority 32 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 17, 2026

The July 17, 2026, batch of 50 SEC filings is dominated by routine, passive ownership disclosures from BlackRock, which filed 44 of the 50 reports. The overwhelming theme is the passive rebalancing and seeding of its own iShares ETF ecosystem, with BlackRock Portfolio Management LLC reporting significant, often majority, stakes in dozens of its own funds. This activity is non-actionable for activist or institutional strategy, as it reflects internal fund seeding and ordinary-course portfolio management, not a change in investment thesis. Outside of BlackRock, the filings reveal a few notable, non-activist positions: Pzena Investment Management disclosed a new 5.7% passive stake in Cognizant Technology Solutions, and Segra Capital Management revealed a 5.3% stake in X-Energy, Inc. A significant risk flag is the complete exit of Emirates Telecommunications (e&) from its position in Vodafone Group, signaling a strategic shift. The only filing with activist potential is the Schedule 13D for Columbus Circle Capital Corp III, a SPAC, detailing the sponsor's founder share structure and lock-up provisions, which is standard for the SPAC lifecycle. Overall, the digest provides minimal actionable intelligence for activist or institutional activity monitoring, as the vast majority of filings are passive and non-eventful.

1 high priority 49 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 15, 2026

The July 15, 2026 batch of 50 filings reveals a dominant theme of passive institutional accumulation, particularly by Bank of Nova Scotia (BNS) and Pzena Investment Management, across diverse sectors including crypto-mining (CleanSpark, TeraWulf), defense tech (Voyager Technologies), and legacy manufacturing (Magna, Hooker Furnishings). Pzena has emerged as a significant, high-conviction holder, establishing or increasing stakes above 8% in six companies (Magna, Globant, Hooker, Amdocs, Corebridge, ScanSource), signaling a value-oriented thesis on these names. The most critical development is Warren Buffett's massive charitable donation of 9 million Berkshire Hathaway B-shares, a planned transfer that reduces his economic stake but maintains voting control. A notable activist development is the cooperation agreement at Repay Holdings, where a 9.38% holder secured a board seat, while Rayonier Advanced Materials is in play with a formal strategic alternatives process drawing interest from AIP. Several micro-cap filings (Vivos, Newton Golf, Elong Power) feature complex capital structures with beneficial ownership blockers, indicating high-risk, structured investments. Overall, the digest points to a market where large passive managers are rotating capital into mid-cap value, while select special situations (M&A, board fights) offer event-driven opportunities.

7 high priority 43 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 14, 2026

The July 14, 2026 batch of 50 filings is dominated by routine institutional ownership disclosures from Dimensional Fund Advisors LP, which filed 37 Schedule 13G amendments covering a broad portfolio of small to mid-cap US equities. The filings reveal a clear pattern of incremental, passive accumulation across a diverse set of sectors, with Dimensional increasing stakes in 10 companies, decreasing in 2, and maintaining or slightly adjusting holdings in the remainder. The most actionable intelligence, however, comes from a small cluster of activist and major shareholder filings. The activist campaign at Phunware (PHUN) is the highest-conviction signal, with a Hong Kong-based fund publicly attacking governance and proposing board change after a 90% stock decline. Gogoro Inc. (GGR) presents a unique governance event following a founder's death, while Great Elm Group (GEG) shows a major shareholder deferring dilution, signaling a cooperative stance. The spin-off of Midera Food Processing (MIDERA) from Middleby (MIDD) created a new 7.5% holder with board representation. Overall, the digest points to a market where passive flows are steady but the real alpha opportunities lie in activist situations and corporate events.

5 high priority 45 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 13, 2026

The July 13, 2026, batch of 29 filings reveals a mixed landscape for activist and institutional activity, with a notable tilt toward passive position disclosures and a few high-conviction activist engagements. The most critical development is **Fresenius Medical Care's** planned exit from **Humacyte** via a 10b5-1 plan to sell up to 6.8% of the company, a strong bearish signal for the biotech. Conversely, **Xerox Holdings** saw activist **STARTEEPO Invest** increase its stake to 6.84% and signal a more active engagement on strategy, while **IRIDEX Corp** remains under the influence of a 29.92% holder with a 12% interest note. The data shows a clear pattern of passive institutional investors (Millennium, D.E. Shaw, Wasatch) making routine 13G filings, indicating a wait-and-see approach. A key period-over-period trend is the complete exit of **Jericho Capital** from **Upstart Holdings** and the reduction of **Impactive Capital** below 5% in **Asbury Automotive**, suggesting a loss of conviction in those names. Overall, the digest points to selective activist pressure in value/industrial plays and a cautious, passive posture from large asset managers, with the Humacyte sell-down being the most actionable bearish event.

7 high priority 22 medium 29 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 10, 2026

The July 10, 2026 batch of 47 filings reveals a surge in activist campaigns targeting underperforming micro-cap and small-cap companies, with three new campaigns (Phunware, StealthGas, Evogene) demanding board changes, wind-downs, or strategic alternatives. A major theme is the conversion of active investors to passive status, highlighted by Emirates Telecommunications Group (e&) terminating its relationship agreement with Vodafone and stepping down from the board, and Viking Global reducing its BridgeBio stake below 5%. The data also shows significant insider buying by activist funds at distressed prices, such as Goldenwise Capital's 6.6% stake in Phunware and a 16.7% activist group in Evogene, while institutional investors like Truist and Whitebox Advisors are making incremental, passive adjustments to ETF and trust holdings. The most critical development is the $2.00/share take-private of Perfect Corp., which, while a slight premium, raises questions about minority shareholder value. Overall, the period is characterized by heightened shareholder activism, strategic exits by major holders, and a cautious, passive approach from large financial institutions.

13 high priority 34 medium 47 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 09, 2026

This digest of 50 SEC filings reveals a landscape dominated by passive institutional investors and significant insider ownership adjustments, with a notable absence of aggressive activist campaigns. Key themes include concentrated ownership in SPACs and post-merger entities, routine rebalancing by index-tracking funds like the Alerian MLP ETF, and strategic board-level engagements by activist-lite investors such as Lynrock Lake and Maran Capital. The most material developments include a CEO's share sale at RH, a major shareholder's complete exit from Wrap Technologies, and a new activist push at Central Plains Bancshares. Period-over-period data, where available, indicates stable passive positions and a few instances of strategic accumulation, such as Globalharvest's aggressive buying in Mission Produce. The overall sentiment is neutral, with the most actionable intelligence centered on governance changes, potential share overhangs from lock-up expirations, and targeted value-unlocking proposals.

17 high priority 33 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 08, 2026

This digest of 50 filings reveals a dominant pattern of passive institutional ownership updates, with FMR LLC (Fidelity) and BlackRock, Inc. accounting for the vast majority of filings, signaling a routine mid-year rebalancing period. A critical outlier is the activist situation at SCHMID Group N.V., where a controlling shareholder group has consolidated a 40.25% stake through a complex restructuring, presenting both significant control and future dilution risks. The most notable insider activity is a bearish signal from Silence Therapeutics, where a major shareholder sold $16.3M in stock over a week, reducing a substantial position. Period-over-period comparisons from Fidelity and BlackRock filings show mostly stable percentage ownership, but with notable increases in absolute share counts at Lumentum (+8.9%), Roku (+13.3%), and Monolithic Power Systems, indicating strategic accumulation. Conversely, Fidelity trimmed positions in Genpact (-2.3%) and Cytokinetics (now below 5%), suggesting selective sector rotation. The data highlights a bifurcated market where mega-cap asset managers are making granular adjustments, while a few companies face concentrated ownership and potential governance events.

3 high priority 47 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 07, 2026

The July 7, 2026, batch of 50 SEC filings reveals a market dominated by passive institutional position-keeping (30+ filings) and a handful of high-conviction activist and insider moves. The most significant themes are concentrated insider selling by a major shareholder in Bioceres Crop Solutions (BIOX) at a 28% discount over 32 days, a new 10b5-1 plan for the founder of Intuitive Machines (LUNR), and a strategic share repurchase by the controlling shareholder of XP Inc. (XP). On the activist front, the Camac Fund is actively accumulating Cryo-Cell International (CCEL) at low prices, while the Legion Partners group is reducing its economic exposure in NN Inc (NNBR) via swaps. A key period-over-period trend is the dilution of activist stakes, as seen in NN Inc (private placement) and PowerBank Corp (private placement). The filing also highlights a significant voting power concentration at Marchex Inc (MCHX), where the founder's 18.5% economic stake controls a majority of votes. Overall, the data suggests a bifurcated market where insiders are using liquidity events to de-risk, while select activists are building positions in undervalued, smaller-cap names.

14 high priority 36 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 06, 2026

The July 6, 2026, batch of 50 filings reveals a landscape dominated by passive institutional accumulation and insider consolidation, with limited overt activist campaigns. A key theme is the significant increase in beneficial ownership by insiders and strategic investors in several micro-cap and distressed companies, notably **SunPower Inc.** (39.4% stake) and **SaverOne 2014 Ltd.** (30.3% stake), often via debt-to-equity exchanges or private placements, signaling a 'backing the balance sheet' trend. Conversely, a notable bearish signal is the complete exit by **Beryl Capital Management** from **Urgent.ly Inc.**, a high-materiality event for a small-cap. The data shows a clear bifurcation: institutional investors like **Capital Management Corp** are consolidating positions in media (Gray Media, Townsquare Media) and life sciences (Lifevantage), while others like **Whitebox Advisors** maintain stable stakes in distressed assets (Office Properties Income Trust). The overall sentiment is neutral, but the insider and institutional activity points to a market where large holders are using the current valuation environment to increase control or exit completely, creating both risks and opportunities for investors.

15 high priority 35 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 02, 2026

This digest of 50 filings reveals a bifurcated landscape of institutional activity. A dominant theme is the complete exit by Eminence Capital from three major positions (Camping World, Dave & Buster's, Verano Holdings), signaling a potential sector rotation or risk-off stance by a significant multi-sector fund. Conversely, we see aggressive accumulation and control in micro-cap and special situations, with PIMCO increasing its stake in FreightCar America to 48.8% and insider Yue Zhu consolidating 97.69% control of Lianhe Sowell. The data shows a clear pattern of passive institutional investors (BlackRock, Jane Street) maintaining or slightly reducing positions, while activist and insider filings reveal more dynamic, high-conviction moves. A critical development is the brewing legal conflict at Lifecore Biomedical, where two major shareholders (22NW Fund and Legion Partners) have triggered a mandatory redemption of preferred stock, which the company may be unable to honor, creating a high-stakes situation. Overall, the filings point to a market where large, passive holders are static, while concentrated capital is making decisive, often confrontational, bets in smaller, distressed, or deeply undervalued names.

17 high priority 33 medium 50 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — July 01, 2026

This intelligence stream covering 30 filings from July 1, 2026, reveals a period of significant portfolio repositioning and corporate control changes. The most critical development is the completion of the **Select Medical Holdings Corp.** take-private merger at $16.50/share, a high-materiality event that removes a major healthcare player from public markets. Concurrently, we see notable activist and institutional exits: **Glazer Capital** fully exited **Clearwater Analytics** (8/10 materiality), **PW Partners** reduced its **BJ's Restaurants** stake to below 5% (8/10 materiality), and **Bard Associates** completely liquidated its **Perfect Moment Ltd.** position. On the active ownership front, **CIM Group** filed a new Schedule 13D disclosing a 67.5% economic and voting stake in **CIM Real Estate Finance Trust** following a major asset acquisition, signaling a strong insider control structure. Insider activity is mixed; while **Ronald Boreta** of **Agassi Sports Entertainment** increased his stake through private purchases, **Patrick Walsh** of **BJ's Restaurants** sold over $2M in shares. The data shows a clear trend of large, passive institutional investors reducing or exiting positions, while insiders and strategic investors are consolidating control in specific entities. Period-over-period comparisons were limited in these filings, but the aggregate activity points to a market where conviction is concentrated in a few hands, and liquidity is being provided by sellers.

10 high priority 20 medium 30 total filings