Institution (13F filer) · disclosed-activity record
Institution (13F)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Bullish filings
9
Bearish filings
8
Names touched
11
Disclosed $ (bull / bear)
$774.1M / $857.4M
Most active in: BAC (2) · HRB (2) · MSCI (2) · MCO (2) · SPGI (2) · CROX (2) · BRK-B (1) · OXY (1)
Want the read on this institution (13f filer)?
Members see the evaluated track record, alerts several times a day when this filer moves, and the full history.
Start free — 1 week, no card →Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals
| $350.0M |
| — |
| 2026-06-30 | SPGI | exited a position | $51.7M | — |
| 2026-03-31 | BAC | trimmed a position | $427.6M | — |
| 2026-03-31 | HRB | reported a new position | $51.6M | — |
| 2026-03-31 | CROX | added to a position | $19.9M | — |
| 2026-03-31 | MSCI | reported a new position | $10.2M | — |
| 2026-03-31 | MCO | reported a new position | $51.4M | — |
| 2026-03-31 | SPGI | reported a new position | $51.7M | — |
| 2026-03-31 | TME | reported a new position | $61.2M | — |
| 2025-12-31 | CROX | reported a new position | $53.7M | — |
| 2025-12-31 | SOC | exited a position | $23.4M | — |