Beneficial ownership — 13D / 13G
85,680 recent Schedule 13D / 13G filings — activist (13D) and passive (13G) stakes above 5% of a class.
Coverage begins December 2024, when the SEC required these schedules to be filed as structured XML.
| Reporting person | Issuer | Schedule | % of class | Event date | Filed |
|---|---|---|---|---|---|
| Intel Corp | MBLY Mobileye Global Inc. | 13G/A | 88.3% | Dec 31, 2023 | 2y |
| BROWN ADVISORY INC | KIDS Orthopediatrics Corp | 13G/A | 6.9% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | TCOA Zalatoris Acquisition Corp. | 13G | 7.9% | Dec 31, 2023 | 2y |
| Gary M. Lauder | EL Estee Lauder Companies Inc | 13G/A | 0.02% | Dec 31, 2023 | 2y |
| Endeavor Group Holdings, Inc. | TKO TKO Group Holdings, Inc. | 13G | 52.2% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | KWAC Kingswood Acquisition Corp. | 13G/A | 3% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | PFSI PennyMac Financial Services, Inc. | 13G/A | 2.4% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | SDAC Sustainable Development Acquisition I Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Ford Motor Company | SLDP Solid Power, Inc. | 13G/A | 6.52% | Dec 31, 2023 | 2y |
| Blackstone Inc. | ET Energy Transfer LP | 13G/A | 4.7% | Dec 31, 2023 | 2y |
| Silver Lake Group, L.L.C. | U Unity Software Inc. | 13G/A | 9.1% | Dec 31, 2023 | 2y |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | RGS Regis Corp | 13G/A | 0.07% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | BRLS Borealis Foods Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | MRTX Mirati Therapeutics, Inc. Common Stock | 13G | 8.7% | Dec 31, 2023 | 2y |
| Tony Xu | DASH DoorDash, Inc. | 13G/A | 7.7% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | GHY PGIM Global High Yield Fund, Inc. | 13G/A | 7% | Dec 31, 2023 | 2y |
| BlackRock Inc. | AMBA Ambarella Inc | 13G/A | 8.4% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | WTM White Mountains Insurance Group Ltd | 13G/A | 7.2% | Dec 31, 2023 | 2y |
| Express Wide Limited | IZM ICZOOM Group Inc. | 13G | 8.5% | Dec 31, 2023 | 2y |
| TCG Crossover GP I, LLC | ANTX AN2 Therapeutics, Inc. | 13G/A | 9% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | LCW Learn CW Investment Corporation Class A Ordinary Shares | 13G | 6.2% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | HFRO Highland Opportunities & Income Fund | 13G/A | 5.8% | Dec 31, 2023 | 2y |
| BANK OF MONTREAL /CAN/ | BNS Bank Of Nova Scotia | 13G | 6.3% | Dec 31, 2023 | 2y |
| MANAGED ACCOUNT ADVISORS, LLC | PFG Principal Financial Group Inc | 13G/A | 3.4% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | RKTA Rocket Internet Growth Opportunities Corp. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Li Tzar Kai, Richard | MNY MoneyHero Ltd | 13G | 65.8% | Dec 31, 2023 | 2y |
| Adjuvant Capital GP, L.P. | ANTX AN2 Therapeutics, Inc. | 13G/A | 8.3% | Dec 31, 2023 | 2y |
| Ming Liao | HERE Here Group Ltd | 13G | 5.17% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | CFFS CF Acquisition Corp. VII Class A Common Stock | 13G/A | 2.6% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | ATCL REX Autocallable Income ETF | 13G/A | 1.5% | Dec 31, 2023 | 2y |
| StepStone Group LP | DNB Dun & Bradstreet Holdings, Inc. | 13G/A | 4.8% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | TCOA Zalatoris Acquisition Corp. | 13G | 9.39% | Dec 31, 2023 | 2y |
| PNC FINANCIAL SERVICES GROUP, INC. | VFC V F Corp | 13G/A | 9.84% | Dec 31, 2023 | 2y |
| Sudhir Srivastava, M.D. | SSII SS Innovations International, Inc. | 13G | 69.83% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | TPB Turning Point Brands, Inc. | 13G | 8.3% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | 13G | 5.2% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | DMYY dMY Squared Technology Group, Inc. | 13G/A | 9.4% | Dec 31, 2023 | 2y |
| BEP Diamond Aggregator L.P. | PTEN Patterson Uti Energy Inc | 13G/A | 6.9% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | SPEC Spectaire Holdings, Inc. Common Stock | 13G/A | 1.6% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | MOBX Mobix Labs, Inc | 13G/A | 2% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | AIRJ AirJoule Technologies Corp. | 13G | 8.5% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | DSAQ Direct Selling Acquisition Corp. | 13G | 5.5% | Dec 31, 2023 | 2y |
| LCGP3 Pro Makeup, L.P. | ODD Oddity Tech Ltd | 13G | 29.1% | Dec 31, 2023 | 2y |
| Finley Alfred Lee | MDRR Medalist Diversified, Inc. | 13G/A | 14.8% | Dec 31, 2023 | 2y |
| BANK OF MONTREAL /CAN/ | TCN Tricon Residential Inc. | 13G/A | 5.5% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | PFTA Perception Capital Corp. III Class A Ordinary Share | 13G/A | 8.9% | Dec 31, 2023 | 2y |
| TCG Crossover GP I, LLC | COGT Cogent Biosciences, Inc. | 13G/A | 6.5% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | NML Neuberger Energy Infrastructure & Income Fund Inc. | 13G/A | 11.2% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | KRNT Kornit Digital Ltd. | 13G/A | 8.9% | Dec 31, 2023 | 2y |
| Terrance G. McGuire | SRRK Scholar Rock Holding Corp | 13G/A | 3.7% | Dec 31, 2023 | 2y |