Notice: The Unusual Activity report is provided for informational and educational purposes only and is not intended to be used as a stock-picking service or as financial advice. The charts and accompanying research are designed to support your analysis, serving as indicators rather than direct recommendations to buy or sell any security. The creator assumes no responsibility for actions taken by readers and strongly encourages individuals to fully understand the associated risks and potential outcomes before making investment decisions. Please note that any charts and/or information are intended to aid in research and should not be considered a definitive part of your personal trading strategy. Not all charts will lead to actionable buy or sell signals at any given time. Individuals should consider consulting a qualified financial advisor before making any investment decisions.

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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 2025-5-14

The following analysis focuses on the Stock Options Flow Leaderboard for the trading day 2025-5-14. 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.

UnitedHealth Group (UNH)
Sentiment: Bullish
Options Activity: Substantial premium was collected from put selling, totaling $64.7 million, while $15 million in calls were bought versus $3.7 million sold. Put buying was also notable at $15.2 million, but the massive scale of bullish put selling dominated the flow.
Total Values: $80.3 million in premium collected, netting $60.8 million
Expectations: Institutional flow reflects a strong bullish bias, especially through aggressive put selling well beyond the capital committed to calls or puts bought. This indicates high confidence in price stability or upside.

NVIDIA Corporation (NVDA)
Sentiment: Bullish
Options Activity: Calls bought totaled $103 million, significantly outpacing call selling at $78.9 million. Put buying registered $21.4 million, while $31.6 million was collected via put selling.
Total Values: $234.9 million in total premium, netting $34.3 million
Expectations: The large-scale call buying alongside aggressive put selling signals bullish conviction, with institutional traders positioning for further upside or continued strength.

Alphabet Inc. (GOOGL)
Sentiment: Bullish
Options Activity: Notable call buying worth $31.8 million with limited call selling at $7.7 million. Puts were mixed but lean bullish: $4.5 million bought vs. $3.8 million sold.
Total Values: $47.9 million in premium, netting $23.4 million
Expectations: Institutions appear to be building exposure through calls while minimizing downside bets, showing a favorable outlook on continued price appreciation.

Palantir Technologies (PLTR)
Sentiment: Bullish
Options Activity: Institutional traders bought $41.5 million in calls while selling $17 million. Put activity was light but bullish, with nearly $2 million collected in put selling.
Total Values: $64.6 million in premium, netting $22.2 million
Expectations: The focus on high-dollar call buying coupled with supportive put selling reflects institutional optimism about Palantir’s trajectory.

Apple Inc. (AAPL)
Sentiment: Mixed
Options Activity: Calls were moderately active with $10.6 million bought and $13.2 million sold. On the put side, $38.1 million was bought compared to $60.3 million collected through put selling.
Total Values: $122.3 million in premium, netting $19.6 million
Expectations: Despite the heavy put buying, the outsized premium from put selling indicates bullish positioning through downside insurance sales, suggesting confidence in price stability or recovery.

Arm Holdings (ARM)
Sentiment: Bullish
Options Activity: Concentrated bullish flow with $18.7 million in calls bought against minimal selling. Put activity was low and balanced.
Total Values: $21.7 million in premium, netting $18.5 million
Expectations: The strong call buying points to positioning for near-term upside, likely fueled by recent momentum or news.

The Cigna Group (CI)
Sentiment: Bullish
Options Activity: A large institutional call buy totaling $14.2 million with no major opposing trades.
Total Values: $14.2 million in premium, netting $14.2 million
Expectations: Pure bullish exposure suggests anticipation of a move higher, possibly on earnings or macro-related health sector trends.

Eli Lilly (LLY)
Sentiment: Bullish
Options Activity: Calls dominated at $14.6 million, with minimal put buying and additional put premium collected.
Total Values: $17.7 million in premium, netting $14.0 million
Expectations: The positioning favors further upside, with traders using limited puts to hedge while maintaining a clear bullish bias.

Alphabet Inc. (GOOG)
Sentiment: Bullish
Options Activity: Call buying remained strong at $21 million against light selling. Put selling exceeded put buying nearly 7-to-1.
Total Values: $30.0 million in premium, netting $13.1 million
Expectations: Institutions appear to be increasing long exposure through calls and put selling, signaling a supportive view on continued gains.

KKR & Co. Inc. (KKR)
Sentiment: Bullish
Options Activity: A single high-dollar call buy worth nearly $10 million, with no put activity.
Total Values: $10.0 million in premium, netting $9.9 million
Expectations: Clean bullish read with concentrated positioning for a move higher.

AppLovin Corporation (APP)
Sentiment: Bullish
Options Activity: Strong call buying near $9.7 million, with limited opposing flows.
Total Values: $10.1 million in premium, netting $9.3 million
Expectations: Institutional traders are seeking leveraged upside exposure, likely targeting a breakout or strong earnings momentum.

Block, Inc. (SQ)
Sentiment: Bullish
Options Activity: While call activity was modest, institutions collected a substantial $5.6 million through put selling, far exceeding put premium bought. This aggressive put selling implies high confidence in price stability or a move higher.
Total Values: $6.4 million in premium, netting $5.9 million
Expectations: Despite relatively light call activity, the large-scale put selling reflects a bullish stance, with institutions expressing strong conviction that the stock will remain above key downside levels.

Super Micro Computer (SMCI)
Sentiment: Bullish
Options Activity: Healthy call buying at $31.5 million alongside robust put selling totaling $7.3 million.
Total Values: $72.1 million in premium, netting $5.6 million
Expectations: The combination of bullish calls and supportive put selling points to expectations of sustained strength despite sector volatility.

Mastercard (MA)
Sentiment: Bullish
Options Activity: A single high-premium call buy with no offsetting trades.
Total Values: $5.0 million in premium, netting $5.0 million
Expectations: Direct bullish exposure, likely in anticipation of a catalyst or favorable macroeconomic tailwinds.

Charles Schwab (SCHW)
Sentiment: Bullish
Options Activity: Concentrated call buying totaling $5.0 million, minimal resistance from call selling.
Total Values: $5.1 million in premium, netting $4.9 million
Expectations: Strong directional bet higher, possibly linked to rate expectations or account flow improvements.

LKQ Corporation (LKQ)
Sentiment: Bullish
Options Activity: Sharp call activity with over $4.5 million bought and no competing flow.
Total Values: $4.5 million in premium, netting $4.5 million
Expectations: Clean bullish exposure, likely positioning for upside on valuation or operational tailwinds.

Gilead Sciences (GILD)
Sentiment: Bullish
Options Activity: Moderate call flow paired with small-scale put selling.
Total Values: $6.1 million in premium, netting $4.5 million
Expectations: Bullish tilt via calls and modest put insurance sales, possibly in anticipation of a clinical milestone or earnings development.

Walt Disney Company (DIS)
Sentiment: Bullish
Options Activity: Institutional buyers focused on calls ($5.1 million) while collecting over $85K through put selling.
Total Values: $6.4 million in premium, netting $3.9 million
Expectations: Mild bullish bias suggesting traders see near-term upside potential or stabilization after weakness.

Hims & Hers Health (HIMS)
Sentiment: Mixed
Options Activity: Balanced flow between calls and puts, with slightly more premium collected via put selling.
Total Values: $14.8 million in premium, netting $2.8 million
Expectations: Mixed read. Some accumulation of upside exposure, but hedging remains active, suggesting cautious optimism.

Baidu, Inc. (BIDU)
Sentiment: Bullish
Options Activity: Moderate bullish flow with $2.7 million in call buying and put selling activity reinforcing the bias.
Total Values: $3.6 million in premium, netting $2.8 million
Expectations: Institutions are selectively positioning for upside despite limited volume, possibly linked to sector-specific drivers.

Walmart (WMT)
Sentiment: Bullish
Options Activity: Spread across calls and puts, but overall net premium indicates bullish lean via collected put premiums.
Total Values: $5.2 million in premium, netting $2.7 million
Expectations: The flow favors continued stability or gradual upside, potentially tied to earnings strength or defensive appeal.

Roblox Corporation (RBLX)
Sentiment: Bullish
Options Activity: Strong call buying combined with minimal put activity, with institutions collecting premium through small-scale put sales.
Total Values: $3.0 million in premium, netting $2.5 million
Expectations: Institutions are building directional exposure, reflecting improving sentiment or upcoming catalysts.

Halliburton Company (HAL)
Sentiment: Bearish
Options Activity: Almost all premium tied to heavy put buying at $2.4 million.
Total Values: $2.4 million in premium, netting – $2.4 million
Expectations: Pure bearish setup, likely linked to sector weakness or commodity headwinds.

Chevron Corporation (CVX)
Sentiment: Bearish
Options Activity: Light activity, but dominated by put buying totaling $2.2 million.
Total Values: $2.4 million in premium, netting – $2.3 million
Expectations: Defensive or bearish outlook as traders hedge energy exposure amid volatility.

Rigetti Computing (RGTI)
Sentiment: Bullish
Options Activity: Heavy call flow paired with balanced put trading. Net premium favors upside.
Total Values: $5.1 million in premium, netting $2.2 million
Expectations: Institutions appear to be betting on a rebound or high-beta move, supported by technical setups or news flow.

Rocket Lab USA (RKLB)
Sentiment: Bullish
Options Activity: Strong call buying with light put selling. Net premium indicates bullish lean.
Total Values: $6.0 million in premium, netting $2.2 million
Expectations: Positioning reflects optimism on near-term catalysts or potential breakout.

Individual Options Trades: Trading Day 2025-5-14

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.

Rocket Lab USA (RKLB)
Sentiment: Bullish
Options Activity: Large call buying for the June 20, 2025 expiry with a strike of $25, notably above the spot price of $24.23. Trades occurred across multiple venues, including multi-sweep and CBOE executions.
Total Values: $1,201,832 in call premium
Strike Price: $25
Expectations: With 37 days to expiry, this bullish call activity suggests confidence in RKLB pushing higher from the current spot price of $24.23 toward or beyond the $25 strike.

BlackSky Technology (BKSY)
Sentiment: Bullish
Options Activity: Calls bought and puts sold for the June 20 and August 15 expiries, respectively. The put strike of $12.5 is nearly equal to the spot price of $12.29, reflecting strong conviction it holds or rises.
Total Values: $120,000 in call premium, $195,000 in collected premium from sold puts
Strike Price: $12.5
Expectations: With 37 and 93 days to expiry, this combination reflects bullish sentiment, particularly through the put selling at a near-the-money strike, reinforcing confidence above $12.5 from a spot of $12.29.

EchoStar (SATS)
Sentiment: Mixed
Options Activity: Extensive trading in long-dated calls across multiple expiries into December 2025 and January/June 2026, with strikes primarily at $35. However, notable call selling also occurred at similar strikes and expiries.
Total Values: Over $2,100,000 in premium bought across 247- and 400-day calls, with over $300,000 in premium collected through call selling
Strike Price: Primarily $35
Expectations: With expiries spanning from 2 days to over a year (37 to 400 days), aggressive call buying suggests a long-term bullish bias, though recent call selling near-term may imply hedging or profit-taking at the current spot price of $21.57.

Ocean Power Technologies (OPTT)
Sentiment: Mixed
Options Activity: Small-scale call buying at the $1 strike for the August 15 expiry, paired with call selling at the $2.5 strike. The $1 strike is deep in-the-money relative to the $0.57 spot.
Total Values: $7,280 in call premium bought, $2,000 collected from call selling
Strike Price: $1 and $2.5
Expectations: With 93 days to expiry, traders appear to be betting on continuation from the current spot of $0.57, but call selling above $2 suggests capped upside expectations.

Wordplay Inc. (WRD)
Sentiment: Bullish
Options Activity: Heavy near-term call buying at the $12.5 strike expiring May 16, suggesting a push higher from the spot price near $9.61.
Total Values: $185,282 in call premium
Strike Price: $12.5
Expectations: With just 2 days to expiry, aggressive call buying reflects strong short-term bullish sentiment, targeting a move well above the $9.61 spot.

Opendoor Technologies (OPEN)
Sentiment: Bullish
Options Activity: Broad call buying across multiple expiries up to January 2027, targeting $1 to $3 strikes. Notably, some call selling at $1 strike suggests trimming risk.
Total Values: $144,249 in call premium bought, $4,826 collected from sold calls
Strike Price: Range between $1 and $3
Expectations: From a spot price of $0.75, the aggressive call buying—particularly in longer-dated options—signals bullish speculation on a rebound over 37 to 611 days.

Grab Holdings (GRAB)
Sentiment: Bullish
Options Activity: Extremely heavy long-dated call buying across expiries out to January 2027. Large sizes and recurring multi-sweep activity. Some call selling was present at higher strikes.
Total Values: Over $6,000,000 in total call premium bought
Strike Price: Focused on $4.5 to $10
Expectations: With a current spot of $5.18, massive long-dated call interest extending up to 611 days indicates long-term bullish speculation. Premium collected through call selling at $10 may reflect expectations of capped upside.

Parsons Corporation (PSN)
Sentiment: Bullish
Options Activity: Strong call buying for near- and medium-term expiries, particularly at the $75 strike, well above the spot price around $69.11. Some near-dated $70 calls were also active.
Total Values: $749,174 in call premium
Strike Price: $70 and $75
Expectations: With 2 to 37 days to expiry, these trades indicate bullish momentum expectations, especially given repeated size > open interest tags. Traders appear positioned for a breakout from the current spot of $69.11.

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

Church & Dwight Co Inc (CHD)
Buyer: Richard A. Dierker (President and CEO)
Shares Purchased: 5,300 (+63.0%)
Price: USD 94.78
Total Value: USD 502,313

Church & Dwight Co Inc (CHD)
Buyer: Richard A. Dierker (President and CEO)
Shares Purchased: 5,384 (+39.3%)
Price: USD 92.80
Total Value: USD 499,635

First Commonwealth Financial Corp (FCF)
Buyer: Todd D. Brice (Non-Executive Director)
Shares Purchased: 7,000 (+200.0%)
Price: USD 16.09
Total Value: USD 112,630

Isabella Bank Corp (ISBA)
Buyer: David Brian Behen (Non-Executive Director)
Shares Purchased: 367 (+inf%)
Price: USD 27.25
Total Value: USD 10,000

Newtek Business Services Corp (NEWT)
Buyer: Barry Sloane (Chairman & CEO)
Shares Purchased: 2,000 (+0.2%)
Price: USD 11.57
Total Value: USD 23,140

US Insider Sales

Comfort Systems USA Inc (FIX)
Seller: William George III (Chief Financial Officer)
Shares Sold: 12,500 (-20.8%)
Price: USD 470.11
Total Value: USD 5,876,423

MSA Safety Inc (MSA)
Seller: Nishan J. Vartanian (Chairman)
Shares Sold: 30,000 (-45.9%)
Price: USD 161.32
Total Value: USD 4,839,600

TE Connectivity Ltd (TEL)
Seller: John S. Jenkins (EVP & General Counsel)
Shares Sold: 20,400 (-45.3%)
Price: USD 162.85
Total Value: USD 3,322,156

Broadridge Financial Solutions Inc (BR)
Seller: Thomas P. Carey (Corporate VP)
Shares Sold: 3,607 (-37.2%)
Price: USD 237.26
Total Value: USD 855,798

Littelfuse Inc (LFUS)
Seller: Meenal Sethna (Executive VP, CFO)
Shares Sold: 3,900 (-13.9%)
Price: USD 219.25
Total Value: USD 855,075

TTM Technologies Inc (TTMI)
Seller: Daniel J. Weber (EVP, General Counsel)
Shares Sold: 20,170 (-21.2%)
Price: USD 29.51
Total Value: USD 595,229

CDN Insider Purchases

Equinox Gold Corp (EQX)
Buyer: Ross J. Beaty (Non-Executive Director)
Shares Purchased: 115,000 (+4.2%)
Price: CAD 8.67
Total Value: CAD 997,073

Erdene Resource Development Corp (ERD)
Buyer: Eric Sprott (Large shareholder)
Shares Purchased: 200,000 (+0.3%)
Price: CAD 0.89
Total Value: CAD 177,940

Erdene Resource Development Corp (ERD)
Buyer: 2176423 Ontario Ltd. (Large shareholder)
Shares Purchased: 200,000 (+0.3%)
Price: CAD 0.89
Total Value: CAD 177,940

Tidewater Midstream and Infrastructure Ltd (TWM)
Buyer: Nauman (Nick) Toor (Large shareholder)
Shares Purchased: 1,300,000 (+2.8%)
Price: CAD 0.21
Total Value: CAD 270,400

Topicus.com Inc (TOI)
Buyer: Hendrikus Petrus Eijbergen (Executive Director)
Shares Purchased: 1,892 (+23.1%)
Price: CAD 144.26
Total Value: CAD 272,940

Gibson Energy Inc (GEI)
Buyer: Curtis Philippon (Executive Director)
Shares Purchased: 15,000 (+9.5%)
Price: CAD 22.26
Total Value: CAD 333,900

Wheaton Precious Metals Corp (WPM)
Buyer: Vincent Chun Yip Lau (Officer)
Shares Purchased: 175 (+233.3%)
Price: CAD 110.15
Total Value: CAD 19,276

Aztec Minerals Corp (AZT)
Buyer: Simon Christopher Dyakowski (Executive Director)
Shares Purchased: 400,000 (+15.9%)
Price: CAD 0.18
Total Value: CAD 72,000

Condor Resources Inc (CN)
Buyer: Graham Howard Scott (Executive Director)
Shares Purchased: 500,000 (+7.7%)
Price: CAD 0.12
Total Value: CAD 60,000

Condor Resources Inc (CN)
Buyer: Paul Anthony Larkin (Officer)
Shares Purchased: 200,000 (+21.4%)
Price: CAD 0.12
Total Value: CAD 24,000

Condor Resources Inc (CN)
Buyer: Robert T. Boyd (Non-Executive Director)
Shares Purchased: 100,000 (+33.3%)
Price: CAD 0.12
Total Value: CAD 12,000

CDN Insider Sales

Beyond Oil Ltd (BOIL)
Seller: Jonathan Or (Executive Director)
Shares Sold: 704,238 (-9.9%)
Price: CAD 3.50
Total Value: CAD 2,463,425

CCL Industries Inc (CCL.B)
Seller: Stuart W. Lang (Large shareholder)
Shares Sold: 25,984 (-2.2%)
Price: CAD 79.80
Total Value: CAD 2,073,523

Gildan Activewear Inc (GIL)
Seller: Benito Masi (Officer)
Shares Sold: 15,000 (-3.9%)
Price: USD 49.04
Total Value: USD 735,600

Gildan Activewear Inc (GIL)
Seller: Benito Masi (Officer)
Shares Sold: 15,000 (-3.7%)
Price: USD 48.19
Total Value: USD 722,850

Lundin Gold Inc (LUG)
Seller: Pablo Mir (Executive Director)
Shares Sold: 8,000 (-21.3%)
Price: CAD 57.50
Total Value: CAD 460,000

Black Diamond Group Ltd (BDI)
Seller: Trevor Haynes (Executive Director)
Shares Sold: 50,000 (-1.3%)
Price: CAD 9.30
Total Value: CAD 465,000

Canadian Natural Resources Ltd (CNQ)
Seller: Devin Craig Lowe (Officer)
Shares Sold: 10,000 (-26.7%)
Price: CAD 44.67
Total Value: CAD 446,700

Geodrill Limited
Seller: Sustainable Capital Ltd (Large shareholder)
Shares Sold: 117,600 (-1.9%)
Price: CAD 3.32
Total Value: CAD 390,432

RB Global, Inc.
Seller: James Jeffrey Jeter (Officer)
Shares Sold: 3,500 (-72.1%)
Price: USD 104.38
Total Value: USD 365,330

Canadian Natural Resources Ltd (CNQ)
Seller: Warren Paul Raczynski (Officer)
Shares Sold: 8,000 (-18.0%)
Price: CAD 44.93
Total Value: CAD 359,440

Canadian Pacific Kansas City Ltd (CP)
Seller: Mark Ashley Redd (Officer)
Shares Sold: 6,485 (-28.9%)
Price: USD 78.58
Total Value: USD 509,591

Colliers International Group Inc (CIGI)
Seller: Rebecca Finley (Officer)
Shares Sold: 5,000
Price: CAD 179.76
Total Value: CAD 898,810

iA Financial Corporation Inc (IAG)
Seller: Renée Laflamme (Officer)
Shares Sold: 10,000 (-46.2%)
Price: CAD 136.33
Total Value: CAD 1,363,264

Institutional Spotlight: Notable 13G and 13D Filings – May 14, 2025

Today’s filings revealed several concentrated bets by well-known institutional investors, signaling growing conviction in select small- and mid-cap names. ARK Investment Management, led by Catherine Wood, increased its stake in 10x Genomics (TXG) to 11.87%, totaling over 12.8 million shares, while also holding significant positions in Crispr Therapeutics (CRSP) with 10.2 million shares (11.85%) and Absci Corp (ABSI) with 10.9 million shares (8.6%). These positions underscore ARK’s ongoing commitment to high-conviction biotech plays with disruptive potential.

Ayrton Capital LLC, managed by Waqas Khatri, aggressively expanded its footprint across a broad swath of micro-cap stocks. The firm now holds 9.99% stakes in Dominari Holdings (DMN) with 17 million shares, Greenlane Holdings (GNLN), Azitra (AZTR), and 60 Degrees Pharmaceuticals (SXTP)—a calculated approach suggesting a preference for full regulatory thresholds without triggering change-of-control implications. Ayrton also established new positions in RSLS, WLGS, and KWESST Micro Systems (KWE), suggesting an opportunistic strategy across speculative names.

FJ Capital Management, headed by Martin Friedman, showed continued focus on the regional banking sector. Notably, it now holds 9.98% of LINKBANCORP (LNKB) with 3.7 million shares, and 9.90% of RBB Bancorp (RBB), alongside a similar stake in HomeTrust Bancshares (HTBI). The clustering of these high-conviction positions in regional financials may signal an anticipated rebound or consolidation in the sector.

Greenhouse Funds, under Joseph Milano, revealed a new 5.5% stake in AvidXchange (AVDX) and 5.0% in Phreesia (PHR)—two fintech-adjacent names with recurring revenue models and attractive long-term growth prospects. Meanwhile, Caligan Partners LP disclosed a fresh 5.2% ownership in Y-mAbs Therapeutics (YMAB), likely a strategic health care bet.

Massachusetts Financial Services (MFS) reported sweeping holdings across diversified sectors. Key stakes include 11.10% of TransUnion (TRU), 11.60% of Qiagen (QGEN), and 6.70% of Aramark (ARMK), suggesting ongoing emphasis on data, diagnostics, and infrastructure-based consumer services.

Brandes Investment Partners maintained its value-focused approach, notably holding 6.4% of Kennametal (KMT), 6.8% of Edgewell Personal Care (EPC), and a substantial 7.1% position in Embraer (ERJ)—a sign of deep value conviction in legacy industrials and consumer defensives.

On the quant side, AQR Capital Management, helmed by Clifford Asness, increased exposure across SPAC and de-SPAC equities, including OACC (7.33%), SVCC (9.55%), and BEAG (7.92%), consistent with its systematic strategy of exploiting event-driven inefficiencies.

Elsewhere, Henderson Group PLC made a sweeping set of disclosures, revealing over 50 holdings, many of which crossed the 5%-10% threshold. Most notable are concentrated positions in ETNB (14.0%), MREO (14.3%), and MNPR (18.6%), all of which point to a deep push into the biotech and therapeutics space.

Rounding out the day, T. Rowe Price continued to build dominant ownership in select high-growth and mid-cap names. Their stake in PerkinElmer (PKI) surged to 18.7%, PTC Inc. (PTC) now stands at 16.9%, and Teleflex (TFX) at 13.9%, emphasizing their position as a long-term anchor investor in mission-critical software and life sciences equipment providers.

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!