Did market conditions play a role in timing the transaction? The transaction was executed at around $16.33 per share, with Sotera Health stock priced at $16.84 at the market close on the same day and up 31.25% year over year as of Dec. 3, 2025, providing liquidity conditions favorable for a large block sale.How does the transaction size compare to historical activity by this insider? Relative to a historical median sale size of 12,000,000 shares in the recent period, the 9,720,000-share block ranks at the l ...

Omega Healthcare Investors (NYSE:OHI – Get Free Report) and Brookfield Infrastructure Partners (NYSE:BIP – Get Free Report) are both large-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings. Get Omega Healthcare Investors alerts: ProfitabilityThis table compares Omega Healthcare Investors and Brookfield Infrastructure Partners’ net ...

Boston Partners increased its position in shares of The Hackett Group, Inc. (NASDAQ:HCKT – Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 533,948 shares of the business services provider’s stock after buying an additional 9,477 shares during the period. Boston Partners owned 1.94% of The Hackett Group worth $13,305,000 at the end of the most recent reporting period. Get The Hackett Group alerts: Other h ...

Institutional Ownership - Institutions are steadily increasing their positions in @SharpLink, indicating growing conviction despite market adjustments [1] - Lagged disclosures in 13F filings (reporting institutional ownership) make it difficult to track real-time adoption data [1] Regulatory Filings - 13F filings, which report institutional ownership of the largest money managers, are typically filed within 45 days of quarter end, causing a delay in adoption data [1] Market Transparency - Tokenized equity could eventually provide clearer real-time transparency compared to lagged disclosures [1]

Institutional Ownership - Nine Wall Street ETF issuers hold over $18 billion in ETH [1] - Corporate treasuries hold a similar amount in ETH [1] - Institutional ownership could approach or exceed 10% of ETH supply in the near term [1]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: US Technology, specifically focusing on large-cap tech stocks - **Key Findings**: Mega-cap tech stocks are currently the most under-owned in over 16 years, with a widening gap compared to the S&P 500 Core Insights - **Under-Ownership of Mega-Cap Tech Stocks**: - The gap in institutional ownership for mega-cap tech stocks compared to the S&P 500 increased to -148 basis points (bps) at the end of Q3 2025, up from -140 bps at the end of Q2 2025 [2][12] - Nvidia (NVDA) is identified as the most under-owned large-cap tech stock, followed by Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), and Broadcom (AVGO) [1][2] - **Specific Stock Analysis**: - **Nvidia (NVDA)**: - Institutional ownership decreased by 20 bps quarter-over-quarter (QoQ), ending at -2.61% [9] - **Apple (AAPL)**: - Institutional ownership increased by 36 bps QoQ to 4.45%, while S&P 500 weighting rose by 90 bps, resulting in a widening gap of 53 bps to -2.19% [15] - The iPhone 17 cycle is expected to benefit from a longer replacement cycle and upgrades, with a price target of $305 [15] - **Microsoft (MSFT)**: - Institutional ownership increased by ~40 bps QoQ to 5.1%, but remains ~200 bps below its S&P 500 weighting of 7.1% [16] - The company is positioned well for growth beyond GenAI, with a focus on accelerating revenue growth and margin expansion [16] - **Amazon (AMZN)**: - Remains under-owned with a weighting approximately 144 bps below the S&P 500 [17] - AWS revenue growth is expected to accelerate, with a price target of $315 [17] - **Meta (META)**: - Under-owned with a weighting about 40 bps below the S&P 500, with a price target of $820 [19] - **Alphabet (GOOGL)**: - Under-owned with a price target of $330, driven by GenAI innovation and cloud business growth [17][19] Additional Insights - **Institutional Ownership Trends**: - The average active ownership for large-cap tech stocks is significantly lower than their S&P 500 weightings, indicating potential for future stock performance improvements [12] - The analysis suggests a statistically significant relationship between low active ownership and future stock performance, indicating potential upward price movement for under-owned stocks [12] - **Market Dynamics**: - The report highlights the importance of understanding the dynamics of institutional ownership as it relates to stock performance, particularly in the context of mega-cap tech stocks [12] - **Risks and Considerations**: - Rising commodity input costs may pressure margins for companies like Apple, but manageable due to better supply chain leverage [15] - Concerns regarding the broader return on investment for Nvidia's AI spending, despite strong demand indicators [25] Conclusion - The current landscape for mega-cap tech stocks presents a unique investment opportunity due to their under-ownership status, particularly for stocks like Nvidia, Apple, and Microsoft. The analysis indicates potential for upward price movement as institutional ownership adjusts to reflect their market performance.

Core Viewpoint - VisionWave Holdings, Inc. has reported that Goldman Sachs Group, Inc. has filed a Schedule 13G with the SEC, indicating beneficial ownership of approximately 798,260 shares, or about 5.2% of the company's outstanding shares as of September 30, 2025 [1][2]. Group 1: Filing Details - The filing was made under Rule 13d-1(b) of the Securities Exchange Act of 1934, which pertains to institutional investors acquiring securities in the ordinary course of business without the intent to influence control of the issuer [2]. - A Schedule 13G is a passive ownership report typically filed by large financial institutions holding positions in multiple public companies, reflecting Goldman Sachs's aggregate ownership across its asset-management and broker-dealer divisions [3]. Group 2: Company Response - Douglas Davis, Executive Chairman of VisionWave, stated that institutional ownership by respected financial firms signifies increasing recognition of VisionWave's technology roadmap and market positioning [4]. - The company remains focused on delivering value to shareholders through disciplined growth and innovation [4]. Group 3: Company Overview - VisionWave Holdings Inc. specializes in developing and commercializing next-generation defense technologies that integrate AI-based sensing, radar, and autonomous systems for various applications [5]. - The company's mission is to enhance situational awareness, safety, and decision-making for government, defense, and commercial customers globally [5].

Volatility and Risk - Grow Capital has a beta of 25.26, indicating its share price is 2,426% more volatile than the S&P 500, while its competitors have a beta of -6.48, showing their average share price is 748% less volatile than the S&P 500 [1] - 43.9% of Grow Capital shares are held by insiders, compared to 35.7% for all "REAL ESTATE DEV" companies, indicating strong insider ownership [1] Profitability - Grow Capital's net margin is -119.94%, while its competitors have a net margin of -41.60% [3] Earnings & Valuation - Grow Capital's gross revenue is $3.01 million with a net income of -$3.62 million and a price-to-earnings ratio of -7.00, whereas its competitors have a gross revenue of $19.50 billion and a net income of -$81.10 million with a price-to-earnings ratio of 5.59 [5][6] - Despite lower revenue, Grow Capital has a lower price-to-earnings ratio than its competitors, indicating it is currently more affordable [6] Summary - Grow Capital outperforms its competitors in 5 of the 9 factors compared [7] About Grow Capital - Grow Capital operates in the financial technology sector, providing software, technology, and services to financial services firms and advisors, including customized back office compliance and digital engagement marketing services [10]

Core Insights - Oppenheimer Asset Management Inc. increased its stake in ZoomInfo Technologies Inc. by 34.9% in Q2, owning 65,034 shares valued at $658,000 after acquiring an additional 16,835 shares [2] - Other institutional investors also significantly raised their positions in ZoomInfo, with Parallel Advisors LLC increasing its stake by 143.6%, Brooklyn Investment Group by 180.5%, and several others showing substantial increases [3] - Institutional investors and hedge funds collectively own 95.47% of ZoomInfo's stock, indicating strong institutional interest in the company [3] Financial Performance - ZoomInfo Technologies' stock price increased by 2.9%, opening at $11.22, with a market capitalization of $3.84 billion [4] - The company has a price-to-earnings ratio of 374.12 and a PEG ratio of 13.05, suggesting high growth expectations relative to earnings [4] - The stock has a 1-year low of $7.01 and a 1-year high of $13.39, reflecting volatility in its market performance [4] Company Overview - ZoomInfo Technologies provides a go-to-market intelligence and engagement platform for sales and marketing teams, offering cloud-based solutions to identify target customers and decision-makers [5] - The platform includes features for predictive lead scoring, monitoring buying signals, and automating sales processes, enhancing user engagement and tracking through the deal cycle [5]

Core Insights - Tevogen Bio Holdings Inc. reported a 60% increase in institutional ownership of its common stock as of March 31, 2025, compared to December 31, 2024 [2] - Vanguard and BlackRock were the largest contributors to this growth, increasing their holdings by 151% [2] - 73% of the 51 institutional investment managers holding Tevogen stock either increased or maintained their positions, indicating a significant influx of new investors [2][3] Company Developments - The increase in institutional ownership is viewed as a sign of confidence in Tevogen's fundamentals and long-term growth potential [3] - Tevogen is advancing its Tevogen.AI initiatives, including new patent activity and collaborations with Microsoft and Databricks [3] - The company plans to establish its own GMP cell manufacturing facility, which is expected to enhance its capabilities in developing targeted therapies for cancers and infectious diseases [3] Future Outlook - Tevogen will provide another update on institutional ownership following the next SEC reporting period, indicating ongoing monitoring of investor sentiment [3]