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Unusual Activity Report
This daily report focuses on three key components that can lead to market momentum: unusual options activity, insider buying, and institutional sponsorship. By scanning for these signals each day, we uncover potential stock movements driven by notable trades, insider transactions, and institutional investments. Using advanced algorithms and proprietary research methods, we sift through vast amounts of data to identify unique opportunities, offering timely insights highlighting emerging market momentum.
Disclaimer: All data and information presented in this report are sourced from publicly available materials intended for informational purposes only. The content is not a recommendation to buy or sell securities and should not be relied upon as financial advice. Readers are encouraged to conduct their own research before making any investment decisions.
Standout Options Trades
This section highlights notable options trades reflecting significant sentiment—bullish, bearish, or mixed—characterized by high-dollar-value transactions or large trade sizes exceeding prior open interest. When open interest rises from the previous day, it often indicates the creation of new positions rather than the closing of existing ones, suggesting a fresh outlook on the underlying stock or ETF.
For instance, call buying generally signals an expectation of upward movement, while selling calls suggest the trader anticipates the price will stay below a certain level. Put selling reflects confidence that the price will hold above the strike, implying stability. In contrast, put buying may reveal a bearish outlook or serve as a hedge against a larger bullish position elsewhere.
This report highlights large, unusual options trades identified for their size and potential impact, representing individual sentiment rather than broad market consensus. These trades are informational and are not intended as buy or sell signals. They reflect noteworthy activity observed during the trading day and should be viewed as one part of a broader analysis.
Options Flow Analysis: Trading Day 2025-5-13
The following analysis focuses on the Stock Options Flow Leaderboard for the trading day 2025-5-13. Each section highlights significant institutional activity, providing sentiment, key observations, and market expectations based on the data. All numbers represent large block trades likely executed by institutional players, not total-market figures.
Note: This report highlights institutional block option flow based on net premium. Strike prices and expiration dates are not available with block data.
NVIDIA Corporation (NVDA)
Sentiment: Bullish
Options Activity: Heavy call buying dominated the flow, with over $308 million in premium spent on calls versus $169 million collected from call selling. On the put side, institutions spent $43 million buying protection but collected a much larger $79 million from selling puts—an overtly bullish signal.
Total Values: Total premium across all trades exceeded $600 million, with a net premium of $175.1 million
Expectations: The large-scale call buying, paired with the substantial premium collected from selling puts, suggests institutions are positioning for continued upside or at least confidence that NVDA will remain above key support. The tone of the flow reflects aggressive accumulation, with strong conviction in near-term strength.
Phillips 66 (PSX)
Sentiment: Bullish
Options Activity: A single large call block worth over $166 million was purchased, while put selling added nearly $181,000 in collected premium. There was no material call selling and only minor put buying.
Total Values: Net premium stood at a striking $165.3 million
Expectations: The sizable call purchase relative to the company’s market cap indicates a high-conviction bet, likely directional. The additional put selling reinforces a bullish bias, reflecting confidence in stability or upside continuation.
Broadcom Inc. (AVGO)
Sentiment: Bullish
Options Activity: Call premium bought outpaced call selling by a wide margin—$32.9 million vs $7.9 million. Institutions also sold more puts than they bought, collecting over $1.5 million in premium.
Total Values: Net premium closed at $24 million
Expectations: This flow reveals confidence in further appreciation, with institutional players leveraging both call buying and put selling to express a bullish view.
Palantir Technologies Inc. (PLTR)
Sentiment: Bullish
Options Activity: Over $69 million in call buying was seen, against $56 million sold. Institutions also sold more puts than they bought, collecting an additional $19 million versus $10 million paid.
Total Values: Net premium landed at $21.5 million
Expectations: The strong blend of call buying and premium collected from put selling reflects bullish conviction. Institutions appear confident in PLTR holding recent gains or continuing higher.
Bank of America Corporation (BAC)
Sentiment: Bullish
Options Activity: With nearly $22 million in call premiums purchased and only $775,000 sold, the imbalance suggests strong directional intent. Put selling outpaced buying, collecting $1.66 million in additional bullish premium.
Total Values: Net premium totaled $20.6 million
Expectations: The strong skew toward call buying and put selling implies institutions are expecting continued strength in BAC or are positioning for a rebound in financials.
Alphabet Inc. (GOOGL)
Sentiment: Bullish
Options Activity: Call premium bought stood at $18.4 million, significantly higher than the $3.9 million sold. Put activity was muted but slightly tilted toward selling.
Total Values: Net premium came in at $14.6 million
Expectations: The trade flow reveals a positive outlook on Alphabet, likely tied to momentum continuation or AI-driven growth prospects.
Citigroup Inc. (C)
Sentiment: Bullish
Options Activity: Institutions paid over $15.6 million for calls and collected $3.2 million from selling calls. Put flows were light, with more premium collected from selling.
Total Values: Net premium reached $12.7 million
Expectations: The setup leans bullish, likely expecting a bounce or continuation in the financial sector.
Robinhood Markets, Inc. (HOOD)
Sentiment: Bullish
Options Activity: Call buying dominated the tape at $28.8 million, while fewer calls were sold. On the put side, premium collected from put selling exceeded buying.
Total Values: Net premium stood at $12.1 million
Expectations: The mixed-to-bullish flow, with put selling enhancing the risk/reward setup, suggests confidence in HOOD maintaining or extending its current trend.
Amazon.com, Inc. (AMZN)
Sentiment: Bullish
Options Activity: Institutions paid over $24 million for calls, well above the $17 million collected from selling calls. Put selling also outweighed buying.
Total Values: Net premium came in at $10.9 million
Expectations: The flow supports a bullish or range-bound outlook, with institutions showing confidence in Amazon’s resilience or upside continuation.
Gilead Sciences, Inc. (GILD)
Sentiment: Bullish
Options Activity: A single large block of call buying valued at $10 million with no notable put activity.
Total Values: Net premium was $10 million
Expectations: Likely a directional or earnings-related bet with minimal hedge, signaling confidence in upside potential.
Mastercard Incorporated (MA)
Sentiment: Bullish
Options Activity: Over $9.9 million spent on calls, paired with virtually no selling or hedging puts.
Total Values: Net premium closed at $9.9 million
Expectations: Institutions appear to be positioning for a potential breakout or bullish catalyst in the near term.
Analog Devices, Inc. (ADI)
Sentiment: Bullish
Options Activity: A notable $15 million in calls was bought against just $5.2 million in call selling. No put trades were recorded.
Total Values: Net premium was $9.7 million
Expectations: Clear bullish intent with minimal resistance, pointing to institutional positioning ahead of a potential catalyst.
Carvana Co. (CVNA)
Sentiment: Bullish
Options Activity: Over $12.2 million in call premium bought against just $3.6 million sold, with no put activity reported.
Total Values: Net premium totaled $8.6 million
Expectations: A high-risk, high-reward bet favoring upward movement in this volatile name.
AppLovin Corporation (APP)
Sentiment: Bullish
Options Activity: Call premium bought reached $13.4 million, outpacing call selling and put buying. Put selling helped collect further bullish premium.
Total Values: Net premium totaled $6.4 million
Expectations: Institutions are expressing moderate bullish sentiment, likely positioning for upside participation while collecting on the downside.
Alphabet Inc. (GOOG)
Sentiment: Bullish
Options Activity: Strong call buying activity at $8.9 million, with put selling further enhancing the bullish bias.
Total Values: Net premium was $5.8 million
Expectations: Institutions show consistent bullish sentiment in both Alphabet tickers, likely driven by strength in AI-related narratives.
First Solar, Inc. (FSLR)
Sentiment: Mixed
Options Activity: Call activity was nearly balanced between buying and selling. However, over $4.7 million in put premium was collected.
Total Values: Net premium finished at $5.5 million
Expectations: Despite the neutral call flow, the large premium collected from put selling tilts the sentiment toward cautiously bullish.
Advanced Micro Devices, Inc. (AMD)
Sentiment: Bullish
Options Activity: Call buying at $14.8 million dominated, supported by collected put premium from selling.
Total Values: Net premium reached $5.4 million
Expectations: Institutions continue to lean bullish on AMD, likely betting on continued leadership in the semiconductor space.
Super Micro Computer, Inc. (SMCI)
Sentiment: Bullish
Options Activity: Institutions paid $12.7 million in call premium versus $8.3 million sold, with additional put selling.
Total Values: Net premium was $4.7 million
Expectations: Confidence in near-term support or further upside remains, especially given how put selling complements the trade setup.
Dow Inc. (DOW)
Sentiment: Bearish
Options Activity: Call activity was minimal, while put buying surged, with $4.2 million in bearish premium paid.
Total Values: Net premium closed negative at – $4.3 million
Expectations: Institutions are hedging or preparing for downside risk, possibly due to macroeconomic or sector-specific headwinds.
Individual Options Trades: Trading Day 2025-5-13
This section focuses on unusual trades that stand out on an individual basis. These trades are highlighted for their distinctiveness, reflecting significant activity that diverges from typical market behavior.
Enovix (ENVX)
Sentiment: Bullish
Options Activity: Calls were purchased for the August 15, 2025 expiration with a strike price of $10, executed as a multi-sweep trade.
Total Values: $528,200
Strike Price: $10
Expectations: With the stock trading at $7.93, this activity indicates bullish positioning anticipating a move higher over the next ninety-four days until expiration.
Direxion Daily Semiconductor Bull 3X Shares (SOXL)
Sentiment: Bullish
Options Activity: Puts were sold for the June 20, 2025 expiration at a strike price of $22, executed as a multi-sweep trade.
Total Values: $871,296
Strike Price: $22
Expectations: With SOXL trading at $18.60, the put was sold above the spot price, suggesting bullish confidence that the ETF will stay above this level over the next thirty-eight days. Premium is collected.
Xerox (XRX)
Sentiment: Bullish
Options Activity: Multiple call contracts were purchased for the January 16, 2026 expiration at a strike price of $6. Trades were executed as SPHR and NOM trades.
Total Values: $156,250
Strike Price: $6
Expectations: With the stock trading at $5.97, these long-dated calls suggest a bullish outlook over the next two hundred forty-eight days.
Roblox (RBLX)
Sentiment: Bullish
Options Activity: A series of calls were aggressively purchased for the July 18, 2025 expiration at a strike of $85, followed by a large put sell for March 20, 2026 at a strike of $77.50.
Total Values: $1,467,600
Strike Price: Calls at $85, Puts at $77.50
Expectations: With RBLX trading at $76.60, the put sell is slightly above the spot price and is bullish as premium is collected. The call buying reinforces upside conviction over the next sixty-six to three hundred eleven days.
ServiceMaster Global Holdings (SERV)
Sentiment: Bullish
Options Activity: Heavy call buying across multiple expirations—June 6, September 19, 2025, and January 16, 2026—at strike prices between $9 and $15.
Total Values: $982,465
Strike Price: Ranged from $9 to $15
Expectations: With SERV trading between $8.99 and $9.11, this wide call accumulation signals strong bullish sentiment extending from the next twenty-four days to two hundred forty-eight days.
Nextracker (NXT)
Sentiment: Bearish
Options Activity: Substantial call selling for the January 16, 2026 expiration at a strike price of $65, including multi-sweep trades across ARCA and MRX.
Total Values: $14,595,980
Strike Price: $65
Expectations: With NXT trading at $54.48, this level of call selling suggests the stock is expected to stay below the strike over the next two hundred forty-eight days. Premium is collected.
Taysha Gene Therapies (TSHA)
Sentiment: Bullish
Options Activity: Repeated call buying for the June 20, 2025 expiration at a strike price of $2.50, executed across several venues with aggressive size.
Total Values: $1,004,439
Strike Price: $2.50
Expectations: With TSHA trading at $2.31, the repeated call buying suggests strong conviction for a breakout above the strike over the next thirty-eight days.
Hut 8 Corp (HUT)
Sentiment: Bullish
Options Activity: Calls were bought for the July 18, 2025 expiration at a strike of $16.
Total Values: $532,394
Strike Price: $16
Expectations: With the stock trading at $16.39, the trade indicates a bullish view over the next sixty-six days, possibly positioning for continuation above the strike.
Petco Health and Wellness Company (WOOF)
Sentiment: Bullish
Options Activity: Calls were purchased for the June 20, 2025 expiration at a strike of $3.
Total Values: $428,925
Strike Price: $3
Expectations: With WOOF trading at $3.18, the trade reflects bullish positioning for upside follow-through over the next thirty-eight days.
Dorian LPG (LPG)
Sentiment: Bullish
Options Activity: Call buying for the September 19, 2025 expiration at a strike of $26.80.
Total Values: $78,015
Strike Price: $26.80
Expectations: With LPG trading at $23.56, this long-dated call position suggests bullish expectations for upside continuation over the next one hundred twenty-nine days.
Opera Limited (OPRA)
Sentiment: Bullish
Options Activity: Calls purchased for the June 20, 2025 expiration at strikes of $17.50 and $20, across multiple sweeps.
Total Values: $87,040
Strike Price: $17.50 to $20
Expectations: With OPRA trading at $18.13, the mix of near-the-money and slightly out-of-the-money call buying reflects confidence in further upside over the next thirty-eight days.
Humacyte Inc (HUMA)
Sentiment: Bullish
Options Activity: Post-earnings call buying for the September 19, 2025 expiration at a strike price of $3.50.
Total Values: $27,968
Strike Price: $3.50
Expectations: With HUMA trading at $1.74, this is a high-conviction speculative bet on a significant upside move over the next one hundred twenty-nine days.
Kohl’s (KSS)
Sentiment: Bullish
Options Activity: Dozens of calls bought across May 16, May 23, and June 20, 2025 expirations with strikes from $7.50 to $10.00.
Total Values: $248,177
Strike Price: $7.50 to $10.00
Expectations: With KSS trading at $8.06, this wide spread of call buying indicates a bullish stance from short-term through thirty-eight days forward.
Twilio (TWLO)
Sentiment: Bullish
Options Activity: Calls were purchased for the May 30, 2025 expiration at a strike of $115 via multi-sweep.
Total Values: $390,000
Strike Price: $115
Expectations: With TWLO trading at $113.52, this is a near-the-money short-dated bullish position set to expire in seventeen days.
MongoDB (MDB)
Sentiment: Bullish
Options Activity: Calls bought across May 16, May 23, and September 19, 2025 expirations, with strikes between $200 and $220.
Total Values: $791,041
Strike Price: $200 to $220
Expectations: With MDB trading at $195.87, the accumulation of call positions signals bullish expectations ranging from three days to one hundred twenty-nine days.
Fidelity Bitcoin ETF (FBTC)
Sentiment: Bullish
Options Activity: Calls were purchased for the May 16, 2025 expiration at a strike price of $92.
Total Values: $874,330
Strike Price: $92
Expectations: With FBTC trading at $91.01, this near-the-money call buying points to a short-term bullish outlook over the next three days.
Astera Labs (ALAB)
Sentiment: Bullish
Options Activity: Calls purchased for June 20 and July 18, 2025 expirations at strike prices of $100 and $105.
Total Values: $598,841
Strike Price: $100 to $105
Expectations: With ALAB trading at $86.29, this longer-term call buying suggests a strong bullish expectation for a breakout over the next thirty-eight to sixty-six days.
Insider Transactions
Each day, insider transactions provide insights into the movements of key executives and shareholders within various companies. These transactions can signal confidence in future performance or a need to liquidate holdings. Today’s report identified the most significant insider purchases and sales, highlighting influential figures and companies that made notable moves. Let’s take a look at some of today’s standout transactions.
US Insider Purchases
Primo Brands Corp (PRMB)
Buyer: None (reflecting insider ownership shift)
Shares Purchased: 50,657,562 (-30.4%)
Price: USD 31.67
Total Value: USD 1,604,324,989
Donegal Group Inc (DGICA)
Buyer: Donegal Mutual Insurance Co (Large shareholder)
Shares Purchased: 71,000 (+0.5%)
Price: USD 19.83
Total Value: USD 1,408,214
Toast Inc (TOST)
Buyer: Fredette, Stephen (President)
Shares Purchased: 118,360 (-6.4%)
Price: USD 42.52
Total Value: USD 5,033,022
TE Connectivity Ltd (TEL)
Buyer: Mitts, Heath A (EVP & Chief Financial Officer)
Shares Purchased: 32,370 (-41.6%)
Price: USD 158.91
Total Value: USD 5,144,014
TE Connectivity Ltd (TEL)
Buyer: Mitts, Heath A (EVP & Chief Financial Officer)
Shares Purchased: 20,936 (-21.2%)
Price: USD 159.67
Total Value: USD 3,342,922
Watts Water Technologies Inc (WTS)
Buyer: Patel, Shashank (Chief Financial Officer)
Shares Purchased: 7,680 (-73.6%)
Price: USD 244.98
Total Value: USD 1,881,446
Terrascend Corp (TER)
Buyer: Schutter, Edward J. (Non-Executive Director)
Shares Purchased: 1,041,021 (+67.8%)
Price: USD 0.39
Total Value: USD 405,998
Sunrun Inc (RUN)
Buyer: Fenster, Edward Harris (Non-Executive Director)
Shares Purchased: 50,000 (+3.7%)
Price: USD 10.87
Total Value: USD 543,500
Multiplan Corp (MPLN)
Buyer: Garis, Douglas Michael (EVP & CFO)
Shares Purchased: 17,060 (+59.3%)
Price: USD 22.02
Total Value: USD 375,661
Multiplan Corp (MPLN)
Buyer: Garis, Douglas Michael (EVP & CFO)
Shares Purchased: 11,689 (+141.9%)
Price: USD 21.95
Total Value: USD 256,574
US Insider Sales
Primo Brands Corp (PRMB)
Seller: ORCP III DE TopCo GP, LLC (Large shareholder)
Shares Sold: 50,657,562 (-30.4%)
Price: USD 31.67
Total Value: USD 1,604,324,989
Primo Brands Corp (PRMB)
Seller: Lee, Tony W (Non-Executive Director, Large shareholder)
Shares Sold: 50,657,562 (-30.4%)
Price: USD 31.67
Total Value: USD 1,604,324,989
Emerson Electric Co (EMR)
Seller: Train, Michael H. (SVP & Chief Sustainability Officer)
Shares Sold: 28,305 (-10.8%)
Price: USD 119.44
Total Value: USD 3,380,749
Toast Inc (TOST)
Seller: Fredette, Stephen (President)
Shares Sold: 104,087 (-9.0%)
Price: USD 42.52
Total Value: USD 4,425,571
Toast Inc (TOST)
Seller: Fredette, Stephen (President)
Shares Sold: 32,735 (-12.7%)
Price: USD 42.51
Total Value: USD 1,391,696
First Solar Inc (FSLR)
Seller: Bradley, Alexander R. (Chief Financial Officer)
Shares Sold: 8,594 (-18.8%)
Price: USD 150.00
Total Value: USD 1,289,100
Laboratory Corporation of America Holdings (LH)
Seller: Schechter, Adam H (President & CEO)
Shares Sold: 6,105 (-5.8%)
Price: USD 248.73
Total Value: USD 1,518,497
TE Connectivity Ltd (TEL)
Seller: Sagar, Malavika (SVP, Chief Human Resources Officer)
Shares Sold: 3,125 (-34.5%)
Price: USD 160.00
Total Value: USD 500,000
United Rentals Inc (URI)
Seller: Gross, Joli L. (SVP, Chief Legal & Sustainability Officer)
Shares Sold: 345 (-6.5%)
Price: USD 725.04
Total Value: USD 250,138
Expeditors International of Washington Inc (EXPD)
Seller: Wall, Daniel R (President and CEO)
Shares Sold: 9,996 (-14.2%)
Price: USD 115.91
Total Value: USD 1,158,636
CDN Insider Purchases
Blue Star Gold Corp (BAU)
Buyer: Pollert, Georg (10% Security Holder of Issuer, Director of Issuer)
Shares Purchased: 29,500,000 (+48.6%)
Price: CAD 0.10
Total Value: CAD 2,950,000
Sprott Physical Uranium Trust
Buyer: Sprott Asset Management LP (Director or Senior Officer of Insider or Subsidiary of Issuer)
Shares Purchased: 148,774
Price: USD 17.14
Total Value: USD 2,549,986
GFL Environmental Inc (GFL)
Buyer: Dovigi, Patrick Joseph (10% Security Holder of Issuer, Director of Issuer, Senior Officer of Issuer)
Shares Purchased: 250,000 (-32.2%)
Price: USD 48.93
Total Value: USD 12,232,500
TNR Gold Corp (TNR)
Buyer: Klip, Kirill (10% Security Holder of Issuer, Director of Issuer)
Shares Purchased: 600,000 (+2.4%)
Price: CAD 0.05
Total Value: CAD 30,000
Terrascend Corp (TER)
Buyer: Schutter, Edward James (Director of Issuer)
Shares Purchased: 250,000 (+15.0%)
Price: USD 0.43
Total Value: USD 107,500
Erdene Resource Development Corp (ERD)
Buyer: Sprott, Eric (10% Security Holder of Issuer)
Shares Purchased: 200,000 (+0.3%)
Price: CAD 0.89
Total Value: CAD 177,680
Erdene Resource Development Corp (ERD)
Buyer: 2176423 Ontario Ltd. (10% Security Holder of Issuer)
Shares Purchased: 200,000 (+0.3%)
Price: CAD 0.89
Total Value: CAD 177,680
illumin Holdings Inc (ILLM)
Buyer: Pollack, Sheldon (Director of Issuer)
Shares Purchased: 95,500 (+6.5%)
Price: CAD 1.75
Total Value: CAD 167,125
Kenorland Minerals Ltd (KLD)
Buyer: Sumitomo Metal Mining Canada Limited (10% Security Holder of Issuer)
Shares Purchased: 105,572 (+1.4%)
Price: CAD 1.53
Total Value: CAD 161,842
Tourmaline Oil Corp (TOU)
Buyer: Rose, Mike (Senior Officer of Issuer)
Shares Purchased: 5,000 (+0.4%)
Price: CAD 62.98
Total Value: CAD 314,917
CDN Insider Sales
GFL Environmental Inc (GFL)
Seller: Dovigi, Patrick Joseph (10% Security Holder of Issuer, Director of Issuer, Senior Officer of Issuer)
Shares Sold: 250,000 (-32.2%)
Price: USD 48.93
Total Value: USD 12,232,500
Alamos Gold Inc (AGI)
Seller: Webster, Colin (Senior Officer of Issuer)
Shares Sold: 10,274 (-26.5%)
Price: CAD 37.58
Total Value: CAD 386,054
Alamos Gold Inc (AGI)
Seller: Webster, Colin (Senior Officer of Issuer)
Shares Sold: 7,500 (-20.9%)
Price: CAD 37.58
Total Value: CAD 281,819
Alamos Gold Inc (AGI)
Seller: Webster, Colin (Senior Officer of Issuer)
Shares Sold: 7,041 (-19.8%)
Price: CAD 37.58
Total Value: CAD 264,571
European Residential Real Estate Investment Trust
Seller: Co, Stephen (Director or Senior Officer of 10% Security Holder)
Shares Sold: 103,170
Price: CAD 2.47
Total Value: CAD 254,830
European Residential Real Estate Investment Trust
Seller: Schonfeldt, Julian (Director or Senior Officer of 10% Security Holder)
Shares Sold: 49,600
Price: CAD 2.47
Total Value: CAD 122,512
Capital Power Corp (CPX)
Seller: Comandante, Jason Daniel (Senior Officer of Issuer)
Shares Sold: 2,725 (-24.7%)
Price: CAD 53.00
Total Value: CAD 144,425
New Gold Inc (NGD)
Seller: Shah, Ankit (Senior Officer of Issuer)
Shares Sold: 42,699 (-17.3%)
Price: CAD 5.67
Total Value: CAD 242,103
Capital Power Corp (CPX)
Seller: Comandante, Jason Daniel (Senior Officer of Issuer)
Shares Sold: 2,000 (-19.4%)
Price: CAD 53.45
Total Value: CAD 106,900
Capital Power Corp (CPX)
Seller: Comandante, Jason Daniel (Senior Officer of Issuer)
Shares Sold: 2,000 (-19.4%)
Price: CAD 52.95
Total Value: CAD 105,900
Institutional Spotlight: May 13, 2025
Today’s institutional filings revealed a broad wave of accumulation across U.S. equities, with several firms taking decisive positions in both emerging and established names.
AQR Capital Management, led by Clifford Asness, was among the most active, reporting new positions across numerous SPACs and small-cap equities. AQR disclosed ownership of 960,428 shares in PLMK (5.19%), 1,400,000 shares in Newhold Investment Corp. III (6.70%), 1,300,000 shares in Live Oak Acquisition Corp. V (5.65%), 90,000 shares in ISRL (5.77%), 1,288,444 shares in HVII (6.54%), 1,000,000 shares in Gesher Acquisition Corp. II (6.69%), 1,782,582 shares in Fifth Era Acquisition Corp I (7.55%), 792,000 shares in FGMC (7.69%), 1,200,000 shares in CEP (5.85%), and 1,980,000 shares in Artius II Acquisition Inc. (8.93%). This aggressive buildout of positions suggests AQR is strategically targeting pre-deal and de-SPAC candidates, likely anticipating favorable arbitrage or long-term appreciation.
Barclays PLC disclosed accumulation in multiple small and mid-cap names, including 467,538 shares in HSPT (5.14%), 1,705,935 shares in CEP (8.32%), 2,338,451 shares in FLGT (7.57%), 2,945,253 shares in AGS (7.14%), 1,676,042 shares in MSGE (5.79%), 1,213,196 shares in MRAM (5.47%), 5,085,231 shares in EVRI (5.88%), 497,499 shares in NOEM (5.18%), and 7,325,742 shares in CNK (5.98%), reflecting a targeted rotation into health diagnostics, gaming, and entertainment assets.
Wasatch Advisors showed significant conviction in growth and specialty names. The firm reported 12,651,329 shares in VVV (10.00%), 1,524,107 shares in INSP (5.10%), 2,226,864 shares in ICFI (12.10%), 930,603 shares in DERM (5.40%), 1,245,535 shares in ADUS (6.90%), 3,238,826 shares in VECO (5.60%), and 940,582 shares in SUNS (7.00%). The activity reflects Wasatch’s high-conviction strategy in underappreciated growth sectors including industrial tech and specialty healthcare.
Donald Smith & Co. took a value-oriented approach, disclosing 3,220,085 shares in GSL (9.00%), 27,114,581 shares in GNW (6.50%), 26,092,047 shares in GAU (10.20%), 3,122,510 shares in BZH (10.00%), 8,088,120 shares in ASTL (7.70%), 1,350,447 shares in ALGT (7.40%), and 12,492,756 shares in EGO (6.10%), reinforcing their long-standing focus on deep-value, asset-heavy plays in insurance, gold, and shipping.
Deep Track Capital, run by David Kroin, initiated a position of 1,896,780 shares in ORKA, giving it a 5.07% stake, a notable development in the biotech or therapeutics space.
First Light Asset Management, under Matt Arens, made a bold move into healthcare data analytics with the purchase of 11,960,250 shares in HCAT, marking a substantial 17.18% ownership, signaling a potentially high-conviction investment in operational turnaround or industry consolidation.
Kopernik Global Investors, led by David Iben, revealed a sizable new position in ARMN, acquiring 12,906,244 shares to reach 7.40% ownership, indicating confidence in this lesser-known industrial or energy-related name.
Horizon Kinetics, guided by Murray Stahl, disclosed a new position of 400,217 shares in BKKT (5.90%), maintaining their focus on alternative finance and digital asset infrastructure.
Primecap Management disclosed a new position in WOLF, acquiring 6,665,270 shares to reach 4.28% ownership. Though just under the 5% reporting threshold, the purchase is significant given WOLF’s visibility in the power semiconductor space.
Frazier Life Sciences Public Fund LP made one of the most concentrated bets of the day with 14,429,990 shares of PHAT, giving them commanding 19.90% ownership, suggesting a strong belief in PHAT’s pipeline or strategic position in life sciences.
First Manhattan Co. reported a new stake in TMC, acquiring 22,991,050 shares to achieve a 6.50% ownership position, marking a strong vote of confidence in this under-the-radar name.
Farallon Capital Partners disclosed a major stake in BEAM, acquiring 9,972,980 shares (9.99%), signaling potential interest in the biotech’s gene editing platform.
Picton Mahoney Asset Management initiated positions in United States Cellular Corporation, with 1,000,000 shares (12.00%), and FACT, with 1,250,000 shares (6.76%), indicating focused interest in communications and data analytics.
State Street Corporation made sweeping disclosures across the board, filing over 50 new or updated positions. Notable entries include 169,452,466 shares of WBD (6.90%), 114,004,068 shares of PCG (5.20%), 33,870,266 shares of IPG (9.10%), 21,323,141 shares in ON (5.10%), and 19,207,963 shares of FOXA (8.80%). The depth and diversity of State Street’s positions across energy, communication, utilities, and consumer sectors reflect its status as a core allocator in institutional portfolios.
Capital World Investors reported substantial positions across high-profile and mid-cap companies, including 129,799,196 shares in PM (8.30%), 75,625,746 shares in SBUX (6.70%), 53,406,935 shares in AGL (13.00%), 39,691,272 shares in XP (9.10%), 19,092,695 shares in ILMN (12.10%), 17,835,277 shares in EXAS (9.60%), and 12,265,330 shares in ALLO (5.60%). These filings affirm the firm’s long-term, high-conviction investment approach across biotech, consumer, and emerging market fintech.
Capital Research Global Investors also released impactful disclosures, including 14,536,344 shares of VRTX (5.70%), 12,920,070 shares of MGNI (9.00%), 11,533,527 shares of SWK (7.50%), 6,798,598 shares of NAMS (6.20%), and 2,202,622 shares of IRTC (7.00%), reinforcing its dominance in biotech, media, and digital platforms.
Goldman Sachs Group Inc. joined the list with new positions in GBBK (6.00%), SLXN (2.40%), NVRO (6.00%), LPBB (7.00%), JACS (6.00%), and HLGN (7.40%), suggesting a tactical accumulation across specialized and underfollowed names.
Clarkston Capital Partners LLC disclosed 357,192 shares in CABO (6.35%), adding to its collection of steady-growth holdings in the communications sector.
Institutional Momentum Watchlists
(Stocks are sorted to highlight those with the strongest momentum at the time of the scan)
Welcome to the Institutional Momentum Watchlist, an exclusive feature for our members. This list highlights stocks that have recently caught the attention of institutional investors, either through new purchases or significant additions. These stocks are selected based on promising technical setups that suggest potential momentum. Our systematic approach filters for opportunities where institutional sponsorship aligns with favorable technical conditions, offering a unique edge in your trading strategy. Keep an eye on this watchlist as we update it each weekend with the latest insights from the market.
Click on the CandleGlance chart to view it in full size. Find a chart that matches your criteria or interests. You can easily save it to your watchlist on StockCharts.com for further analysis and tracking or copy and paste the ticker list into your chart provider.
US Institutional Momentum Watchlist
EXPORT – US – Institutional – 2025-05-10
LASR, LYFT, GDOT, PHX, TMDX, KINS, SEZL, OWLT, III, CDE, BTM, TOST, ASPI, FROG, SOC, RSSS, CXDO, TPC, DAVE, VATE, TKNO, WYY, BSGM, AVPT, HCI, QBTS, FTK, LSF, LPLA, EHAB, YPF, NNI, LEU, SHLS, ABL, TXRH, TSLA, NXT, BTDR, OKLO, ROOT, EQT, RCAT, TLSA, MBLY, ROAD, TK, AR, CHWY, DCTH, AMPG, VSTM, CAAP, RRC, SMR, AMBP, MIO, PEN, CLBT, KMPR, MHI, GME, MAV, NPCE, NEXT, RGTI, RBLX, UPWK, ALLT, X, EPR, CEE, DGII, SFM, PARA, GPOR, LMB, ASTS, CART, BRRR, FBTC, DUOL, LENZ, HNRG, QUBT, CW, BTCW, LOPE, REVG, CCI, MELI, BA, CBOE, MIR, WYNN, FWONK, TW, CRS, BHF, GENI, AM, F, CPNG, MNST, SATS, TSHA, HDB, MGNI, KD, UGL, LYV, T, GEV, PAYC, CARR, UNFI, ZM, SBAC, CALX, LPTH, NHI, LIF, SLV, DTM, FMS, TRMB, HIMS, MKL, DY, BOW, HOOD, YEXT, LNT, MMM, AER, FAX, ZVRA, ULTA, KMI, VGZ, AMT, SATL, INDV, NTNX, ERC, CME, MAA, SGI, FSLY, DIS, IHD, JCI, CNK, AIG, VWO, CRH, SLNO, STLD, TYG, ACI, VGK, ITRI, SPR, TGLS, LDOS, PTA, WELL, XEL, KGS, MD, UBER, TPR, DGX, IBKR, MRX, ACHR, NOW, ATI, COUR, VXUS, PCTY, JPI, VRSK, DE, DXYZ, JEQ, MEGI, THM, LWAY, TEL, TTWO, BEN, BK, UAN, MCK, WDAY, HEDJ, VNO, WWD, WAB, DPZ, SCHW, TWLO, EHC, LLYVA, CPT, IPI, RBRK, MTZ, BNED, APH, ADT, V, LUV, GTES, CACI, DORM, CB, AXP, DTE, CEG, EQH, OSCR, DUK, MA, NDAQ, CRVL, FRHC, BV, EMHY, FXO, GS, BIRK, NU, GE, MBB, AVGO, PAYX, PGR, ATAT, RCL, LKQ, CBSH, ESGR, RS, RPRX, HYGH, MSFT, VPLS, CI, DLTR, BKLN, CSCO, SNOW, ZWS, KR, TBT, GWRE, HMN, ICVT, BOXX, GPI, COST, AN, CWB, FXF, NUTX, RBC, SPGI, ALL, HWM, TJX
Canadian Institutional Momentum Watchlist
EXPORT – CDN – Institutional – 2025-05-10
SHLE.TO, AC.TO, LUG.TO, DBM.TO, NFI.TO, SLI.V, AQN.TO, GAU.TO, SSRM.TO, T.TO, ASM.TO, OGC.TO, ISC.TO, PAAS.TO, SVM.TO, MAG.TO, ECN.TO, OGI.TO, TRZ.TO, EDR.TO, JWEL.TO, PPTA.TO, MAL.TO, ACQ.TO, JOY.TO, AIF.TO, TRX.TO, TOT.TO, DPM.TO, VNP.TO, OLA.TO, NFG.V, WPM.TO, BLDP.TO, BTO.TO, CVE.TO, NGD.TO, EDV.TO, SLF.TO, FM.TO, BTE.TO, ARIS.TO, LNR.TO, AAUC.TO, GLO.TO, DML.TO, NVA.TO, CCO.TO, MTA.V, PD.TO, SSL.TO, ABX.TO, XTC.TO, SEA.TO, CG.TO, IMG.TO, TFPM.TO, IMO.TO, SII.TO, TVE.TO, PEY.TO, OR.TO, AGF/B.TO, WRN.TO, BEPC.TO, SKE.TO, FNV.TO, POU.TO, ALYA.TO, LUN.TO, KNT.TO, TKO.TO, K.TO, BCE.TO, MATR.TO, ACB.TO, WJX.TO, SIA.TO, WDO.TO, ODV.V, AGI.TO, PZA.TO, CNQ.TO, GOOS.TO, BEI/UN.TO, ARX.TO, ET.TO, SIS.TO, CCA.TO, CGY.TO, ONEX.TO, NPI.TO, MDA.TO, HR/UN.TO, PBH.TO, USA.TO, VLE.TO, NG.TO, IAG.TO, TOU.TO, NWH/UN.TO, EXE.TO, BDI.TO, AFN.TO, REI/UN.TO, LAC.TO, CF.TO, CHP/UN.TO, KMP/UN.TO, KPT.TO, ELD.TO, ENB.TO, TPZ.TO, TRP.TO, WELL.TO, BLX.TO, GWO.TO, FC.TO, SRU/UN.TO, DNTL.TO, X.TO, FCR/UN.TO, QBR/B.TO, STN.TO, BMO.TO, NA.TO, SGD.V, RY.TO, LB.TO, BNS.TO, BB.TO, MTL.TO, TVK.TO, TD.TO, ORA.TO, ALS.TO, TRI.TO, ERO.TO, TXG.TO, IIP/UN.TO, KEY.TO, BDGI.TO, CAE.TO
To conclude our report, we thank you for your engagement and insights. Your feedback is valuable, and we encourage you to share your recommendations. Stay attentive to the Daily Setups, the Workspace, and the Watchlists for emerging opportunities. Additionally, explore the PDFs of the scanner results provided in the Daily Setups report. Until next time, happy trading!
