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Institutional Filings Guide ↗ · Track when hedge funds and institutions take or grow a major stake — 13D and 13G filings the moment they hit SEC.
Form Filer Company Sector % Owned Mkt Cap D1% D2% D3% D4% D5%
13G/A WealthTrust Axiom LLC EPM EVOLUTION PETROLEUM CORP Energy $165M -5.8% -2.6% -3.6% +5.0% -0.6%
13G/A Alta Partners LLC VWAVW VisionWave Holdings, Inc. -7.0% +0.0% +15.0% +47.1% +42.4%
13G/A IRIDIAN ASSET MANAGEMENT LLC/CT KPLTW Katapult Holdings, Inc. -33.3% +13.3% +0.0% +44.1% -26.5%
13G/A I Financial Ventures Group LLC. NNE Nano Nuclear Energy Inc. Industrials $1.1B +12.1% +3.1% -1.8% +5.4% -3.1%
13G/A WCM Investment Management, LLC MNDY Monday.Com Ltd Technology $3.9B -0.5% +2.9% +2.1% -1.5% +0.2%
13G/A SHAIBATALHAMD AYMEN ABDALKADER CRMD CorMedix Inc. Healthcare $621M +0.2% -7.6% -0.8% -32.8% +1.6%
13G Mitchell P. Kopin DRMAW Dermata Therapeutics, Inc. -5.0% +13.1% +8.5% -7.4% +9.0%
13G Mitchell P. Kopin SOBR SOBR Safe, Inc. Technology $3M +1.4% +6.1% -2.7% -5.0% -15.3%
13G DLD Asset Management, LP MRT Marti Technologies, Inc. Technology $179M -0.4% -3.0% +0.0% -4.0% +2.8%
13G Athanor Capital ZURA Zura Bio Limited Healthcare $294M -13.5% +0.6% +9.3% -0.4% -2.7%
13D/A Sir Martin E. Franklin APG APi Group Corporation Industrials 12.9% $19.3B +3.6% +2.0% -0.5% -1.2% +3.4%
13D/A KED Icon Holdings, LLC GETY Getty Images Holdings, Inc. Communication Services 27.7% $348M -0.8% +0.0% -0.8% +0.0% +0.8%
13D/A Leonard M. Tannenbaum SUNS Sunrise Realty Trust, Inc. Real Estate 27.2% $104M +5.2% -1.2% -1.2% -1.4% +0.1%
13D/A Endeavor Group Holdings, Inc. TKO TKO GROUP HOLDINGS, INC. Communication Services 62.6% $14.6B -1.6% -0.4% +0.0% -0.4% -1.2%
13D/A Icahn Partners Master Fund LP SWX Southwest Gas Holdings, Inc. Utilities 3.6% $6.6B -0.8% +1.8% -0.6% +0.5% +0.4%
13D/A Li Xiaodong SE Sea Limited Consumer Cyclical 16.1% $54.3B +6.3% +2.2% -2.6% -3.7% -0.5%
13D/A FONAR, LLC FONR FONAR CORP Healthcare $117M -0.1% +0.2% +0.0% +0.1% -0.1%
13D/A Sir Martin E. Franklin TICAW TIC Solutions, Inc. 7.0%
13D/A Ocean Capital LLC Tax-Free Fixed Income Fund II for Puerto Rico Residents, Inc. 8.2%
13D/A DONDERO JAMES D NREF-PA NexPoint Real Estate Finance 54.0% -1.0% +0.3% -0.4% +2.1% -0.0%
13D/A Matrix Capital Management Company, LP ZNTL Zentalis Pharmaceuticals, In Healthcare $300M +0.0% +29.9% +36.0% +17.4% +31.7%
13D/A IRG Canton Village Manager, LLC Hall of Fame Resort & Entertainment Co
13D/A Lee McCarthy ALMU Aeluma, Inc. Technology 1.5% $340M +8.1% +4.2% -3.4% +15.5% -0.6%
13D/A Galkin Vladimir LUCYW Innovative Eyewear Inc 12.1%
13D/A Saba Capital Management, L.P. GF The New Germany Fund, Inc. Financial Services 13.7% $195M +2.5% +1.0% +0.8% +0.1% -0.2%
13D/A Maroon Private Trust Company, LLC, as trustee of the trusts listed on Appendix 1, 2 and 3 of Exhibit 99.1 H Hyatt Hotels Corp Consumer Cyclical $16.2B -1.0% +2.2% -1.3% +2.3% -0.5%
13D/A Perceptive Advisors LLC MGTX MeiraGTx Holdings plc Healthcare 12.9% $897M -3.3% -0.5% +2.9% -5.8% +1.8%
13D/A A&R Voting Trust HLI Houlihan Lokey, Inc. Financial Services 22.5% $10.7B +3.5% +1.3% -1.0% -0.6% -0.1%
13D/A Gregory M. Shepard AESI Atlas Energy Solutions Inc. Energy 6.2% $2.3B +0.6% +2.4% -2.0% +5.0% +0.6%
13D/A Thomas J. Herzfeld, et al. HERZ Herzfeld Credit Income Fund, Financial Services 44.2% $30M -6.4% -3.9% -1.5% -1.0% +1.0%
13D/A Doma Perpetual Capital Management LLC PCRX Pacira BioSciences, Inc. Healthcare 6.8% $931M +2.6% +0.8% +2.7% +0.1% -9.6%
13D/A Jerrilyn M. Hoffmann Revocable Trust dated May 30, 2001 LEE Lee Enterprises, Incorporate Communication Services 9.9% $49M +9.4% -5.4% +6.9% -4.7% +3.3%
13D EMILY FAIRBAIRN INAB IN8BIO, INC. Healthcare 7.5% $7M +0.4% +0.0% +1.2% -4.0% -2.1%
13D ARM-D Rocky Mountain Chocolate Holdings LLC RMCF Rocky Mountain Chocolate Fac Consumer Defensive 16.1% $20M +0.0% -0.5% +2.1% +2.0% +0.0%