Analyze insider and institutional ownership changes for {{TICKER}}:
1. Insider Transactions (Last 12 Months):
- Total insider buys ($ value)
- Total insider sells ($ value)
- Net insider position change
- Notable transactions by role (CEO, CFO, directors)
- 10b5-1 plan vs. open market transactions
2. Institutional Ownership:
- Top 10 holders with position changes
- Total institutional ownership %
- QoQ change in institutional ownership
- New positions (first-time buyers)
- Exited positions (complete sells)
3. Notable Holder Activity:
- Activist involvement (13D filings)
- Hedge fund concentration
- Mutual fund vs. hedge fund ownership mix
- Index fund ownership (passive %)
4. 13F Analysis:
- Aggregate hedge fund position change
- Tiger cub / notable PM activity
- Consensus vs. variant positions
5. Short Interest:
- Current SI as % of float
- SI trend (last 6 months)
- Days to cover
- Cost to borrow
6. Signal Interpretation:
- Bullish signals identified
- Bearish signals identified
- Overall smart money directional bias
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Insider & Institutional Flow Analysis
Insider Trading13FInstitutional Ownership
ThesisBoard
Author
Asset Class:Equity
Research Type:Sentiment
Stance:Neutral