Real-time context
Recent institutional portfolio disclosures and position changes.
Concurrent Investment Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent…
Read moreCounterpoint Mutual Funds LLC, a registered investment adviser, initiated a new position in SPDR Bloomberg 1-3 Month T-Bill ETF (AMEX:BIL) during Q3 2026, according to its most…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in FedEx Corporation (NYSE:FDX) during Q3 2026, according to its most recent 13F filing with the…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in NextEra Energy, Inc. (NYSE:NEE) by 88.8% during Q3 2026, according to its most recent…
Read moreUSA FINANCIAL FORMULAS, a registered investment adviser, initiated a new position in SPDR Bloomberg 1-3 Month T-Bill ETF (AMEX:BIL) during Q3 2026, according to its most recent…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in The Coca-Cola Company (NYSE:KO) by 36.4% during Q3 2026, according to its most recent…
Read moreHoward Capital Management, LLC, a registered investment adviser, initiated a new position in Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF (AMEX:HCMT) during…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in FactSet Research Systems Inc. (NYSE:FDS) during Q3 2026, according to its most recent 13F filing…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in Align Technology, Inc. (NASDAQ:ALGN) during Q3 2026, according to its most recent 13F filing with…
Read moreAssenagon Asset Management S.A., a registered investment adviser, reduced its position in UNITEDHEALTH GROUP INCORPORATED (Delaware) (NYSE:UNH) during Q3 2026, according to its…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in Check Point Software Technologies Ltd. (NASDAQ:CHKP) during Q3 2026, according to its most recent…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in Lam Research Corporation (NASDAQ:LRCX) by 86.9% during Q3 2026, according to its most…
Read moreTD Waterhouse Canada Inc., a registered investment adviser, increased its position in Johnson & Johnson (NYSE:JNJ) by 22.6% during Q3 2026, according to its most recent 13F filing…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in Keysight Technologies, Inc. (NYSE:KEYS) by 51.6% during Q3 2026, according to its most…
Read moreAssenagon Asset Management S.A., a registered investment adviser, reduced its position in Palo Alto Networks, Inc. (NASDAQ:PANW) during Q3 2026, according to its most recent 13F…
Read moreSmead Capital Management, Inc., a registered investment adviser, initiated a new position in APA Corporation (NASDAQ:APA) during Q3 2026, according to its most recent 13F filing…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in AerCap Holdings N.V. (NYSE:AER) during Q3 2026, according to its most recent 13F filing with the…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in CVS Health Corporation (NYSE:CVS) by 114.6% during Q3 2026, according to its most…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in Freeport-McMoRan Inc. (NYSE:FCX) during Q3 2026, according to its most recent 13F filing with the…
Read moreSmead Capital Management, Inc., a registered investment adviser, initiated a new position in Merck & Co., Inc. (NYSE:MRK) during Q3 2026, according to its most recent 13F filing…
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