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TickerTypeSentimentImpactSummaryDate
USFRINST-CLUSTERneutral3/10Three asset managers doubled or added to their USFR positions in Q3 2026, adding a net $36.3M, while one manager trimmedOct 28, 2026
OKEINST-CLUSTERneutral3/10Three institutional asset managers exited or trimmed OKE positions in Q3 2026, with two full exits totaling $61.4M in prOct 28, 2026
PNRINST-CLUSTERbearish4/10Three institutional investors reduced or exited their Pentair positions in Q3 2026, with aggregate net selling of $25.4MOct 28, 2026
XOVRINST-CLUSTERbearish4/10Three institutional asset managers reduced their XOVR positions in Q3 2026, with one near-full exit and two significant Oct 28, 2026
TYGINST-CLUSTERneutral2/10Three asset managers increased their TYG positions in Q3 2026, adding a net $1.4M, while one manager trimmed a small posOct 28, 2026
LH8-Kbullish6/10Labcorp reported Q3 2026 revenue of $3.81B, up 6.9% YoY, and adjusted EPS of $4.78, up 14.5% YoY, beating the consensus Oct 28, 2026
DFCFINST-CLUSTERneutral3/10Three asset managers significantly increased their DFCF positions in Q3 2026, with Hb Wealth Management nearly doubling Oct 28, 2026
CGICINST-CLUSTERneutral3/10Three asset managers (D.A. Davidson, Wealth Enhancement Advisory Services, Assetmark) increased their CGIC positions in Oct 28, 2026
TLTINST-CLUSTERmixed3/10Three asset managers increased TLT positions by $10.8M while three others reduced by $45.6M, resulting in net selling ofOct 28, 2026
HCAINST-CLUSTERneutral2/10Three small asset managers added HCA positions totaling $4.6M in Q3 2026, while three other managers trimmed $4.2M, resuOct 28, 2026
BIIBINST-CLUSTERneutral2/10Three small asset managers added Biogen positions in Q3 2026, while two others trimmed. The cluster is small in dollar tOct 28, 2026
EQTINST-CLUSTERbearish4/10In Q3 2026, three small asset managers accumulated $8.8M in EQT, while two larger institutional holders sold $85.7M, incOct 28, 2026
PYPLINST-CLUSTERmixed3/10A mixed institutional cluster in PYPL during Q3 2026 shows three asset managers adding $82.7M in net new holdings, led bOct 28, 2026
TEMINST-CLUSTERneutral3/10Three asset managers doubled or added to their Tempus AI positions in Q3 2026, increasing aggregate holdings by $2.8M, wOct 28, 2026
DFIVINST-CLUSTERneutral3/10Institutional cluster data for DFIV shows 5 asset managers increased their positions in Q3 2026, with aggregate current Oct 28, 2026
NTRSINST-CLUSTERbullish4/10Five institutional investors, primarily asset managers, collectively added $6.6M in NTRS during Q3 2026, while two trimmOct 28, 2026
SMRINST-CLUSTERneutral2/10Three asset managers increased NuScale Power holdings by $741K in Q3 2026, while two trimmed by $1.3M, resulting in a neOct 28, 2026
IGFINST-CLUSTERneutral2/10Three asset managers added to their IGF positions in Q3 2026, increasing aggregate holdings by $1.8M to $8.5M. The buyinOct 28, 2026
MRNAINST-CLUSTERneutral3/10Three asset managers added MRNA positions in Q3 2026, with Td Waterhouse Canada roughly doubling its stake, while two otOct 28, 2026
WHDINST-CLUSTERneutral3/10Institutional 13F data for Q3 2026 shows mixed conviction in Cactus, Inc. (WHD). Two small asset managers doubled their Oct 28, 2026
NOVINST-CLUSTERneutral2/10Four small asset managers increased NOV positions in Q3 2026, while one trimmed. The cluster is net bullish by $1.1M, buOct 28, 2026
ADP8-Kbullish6/10ADP reported Q1 fiscal 2027 results that exceeded consensus estimates, with revenue of $5.49B (vs. $5.47B consensus) andOct 28, 2026
LII8-Kbearish6/10Lennox Q3 2026 revenue grew 10% to $1.57B, but adjusted EPS fell 7% to $6.84, missing the $7.36 consensus. Full-year adjOct 28, 2026
PSX8-Kbullish6/10Phillips 66 reported Q3 2026 adjusted EPS of $14.08, significantly above the consensus estimate of $11.79, driven by a sOct 28, 2026
UBS6-Kbearish6/10UBS filed its Q3 2026 Pillar 3 regulatory report, showing a CET1 ratio of 14.74% (up from 14.38% QoQ), a leverage ratio Oct 28, 2026
JMKE8-Kneutral5/10Jersey Mike's Q3 2026 revenue of $209M grew 10% YoY, in line with the $208.5M consensus, while Adjusted EBITDA rose 20% Oct 28, 2026
ACNCLUSTERneutral3/10Accenture's CEO Julie Sweet made a $3.0M open-market purchase of ACN shares on October 26, while two other insiders soldOct 28, 2026
EQNR6-Kbullish6/10Equinor reported strong Q3 2026 results with adjusted operating income of USD 12.35 billion, up 99% YoY from USD 6.22 biOct 28, 2026
BLSH6-Kneutral2/10Bullish filed a Form 6-K announcing it will release Q3 2026 financial results on November 18, 2026, with an earnings calOct 28, 2026
STNGPRESS-RELEASEbullish6/10Scorpio Tankers reported Q3 2026 adjusted diluted EPS of $2.49, beating the $2.07 consensus by 20.3%, on TCE revenue of Oct 28, 2026
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