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 |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | FTS Fortis Inc. | 13G | 5.6% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | PLMJF Plum Acquisition Corp. III | 13G/A | 6.4% | Dec 31, 2023 | 2y |
| Jackson Square Partners, LLC | PACB Pacific Biosciences Of California, Inc. | 13G/A | 3.63% | Dec 31, 2023 | 2y |
| Gordon Gund | K Kellanova | 13G/A | 5.9% | Dec 31, 2023 | 2y |
| Pine Brook Road Advisors, L.P. | PLGO Pelagos Insurance Capital Ltd | 13G | 7.2% | Dec 31, 2023 | 2y |
| Beach Point Capital Management LP | MITT TPG Mortgage Investment Trust, Inc. | 13G/A | 2.8% | Dec 31, 2023 | 2y |
| Artal Participations S.a r.l | ARAV Aravive, Inc. Common Stock | 13G/A | 9.4% | Dec 31, 2023 | 2y |
| PZENA INVESTMENT MANAGEMENT LLC | SSNC SS&C Technologies Holdings Inc | 13G | 5.9% | Dec 31, 2023 | 2y |
| ADENA ESTATE INC. | MGTX MeiraGTx Holdings plc | 13G | 5.1% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | STOK Stoke Therapeutics, Inc. | 13G/A | 7.5% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | NOVV Nova Vision Acquisition Corp. Ordinary share | 13G/A | 4.9% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | WIW Western Asset Inflation-Linked Opportunities & Income Fund | 13G | 6.3% | Dec 31, 2023 | 2y |
| HDS II, Inc. | BZFD BuzzFeed, Inc. | 13G/A | 8.32% | Dec 31, 2023 | 2y |
| Stephen A. Schwarzman | MPLX Mplx LP | 13G/A | 2.3% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | KRNL Kernel Group Holdings, Inc. Class A Ordinary Shares | 13G/A | 0% | Dec 31, 2023 | 2y |
| BlackRock Inc. | GNK Genco Shipping & Trading Ltd | 13G/A | 8.4% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | PDO PIMCO Dynamic Income Opportunities Fund | 13G/A | 4.9% | Dec 31, 2023 | 2y |
| JENNISON ASSOCIATES LLC | GLDD Great Lakes Dredge & Dock CORP | 13G/A | 6.5% | Dec 31, 2023 | 2y |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | CPS Cooper-Standard Holdings Inc. | 13G/A | 3.55% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | GOGN GoGreen Investments Corporation | 13G/A | 0% | Dec 31, 2023 | 2y |
| TCG Crossover GP I, LLC | TSHA Taysha Gene Therapies, Inc. | 13G/A | 1.6% | Dec 31, 2023 | 2y |
| Fortress Investment Group LLC | KORE KORE Group Holdings, Inc. | 13G/A | 9.99% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | BOWN Bowen Acquisition Corp Ordinary Shares | 13G | 5.4% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | MCR Mfs Charter Income Trust | 13G/A | 14.9% | Dec 31, 2023 | 2y |
| Ronald Wayne Burkle | SHCO Soho House & Co Inc. | 13G/A | 47% | Dec 31, 2023 | 2y |
| Grupo Villar Mir, S.A.U. | GSM Ferroglobe PLC | 13G/A | 40.1% | Dec 31, 2023 | 2y |
| Wax Asset Management, LLC | ASYS Amtech Systems Inc | 13G | 6.8% | Dec 31, 2023 | 2y |
| (S) SEA VII Management, LLC | DH Definitive Healthcare Corp. | 13G/A | 12.9% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | VSAC Vision Sensing Acquisition Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| PNC FINANCIAL SERVICES GROUP, INC. | KTB Kontoor Brands, Inc. | 13G/A | 9.52% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | NBST Newbury Street Acquisition Corporation Common Stock | 13G/A | 3% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | NPFD Nuveen Variable Rate Preferred & Income Fund | 13G | 8.7% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | RBLX Roblox Corp | 13G/A | 5.8% | Dec 31, 2023 | 2y |
| Artal Participations S.a r.l | AGEN Agenus Inc | 13G/A | 4.1% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | BWMN Bowman Consulting Group Ltd. | 13G/A | 2.9% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | IVCA Investcorp AI Acquisition Corp. Class A Ordinary Share | 13G | 5.2% | Dec 31, 2023 | 2y |
| Silver Lake West HoldCo, L.P. | TKO TKO Group Holdings, Inc. | 13G | 52.2% | Dec 31, 2023 | 2y |
| BANK OF MONTREAL /CAN/ | TD Toronto Dominion Bank | 13G | 6.2% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | KRNL Kernel Group Holdings, Inc. Class A Ordinary Shares | 13G | 7.46% | Dec 31, 2023 | 2y |
| GIC Private Ltd | GDS GDS Holdings Ltd | 13G/A | 12.47% | Dec 31, 2023 | 2y |
| Grandeur Peak Global Advisors, LLC | PAX Patria Investments Ltd | 13G | 7.04% | Dec 31, 2023 | 2y |
| BlackRock Inc. | KB KB Financial Group Inc. | 13G/A | 6.4% | Dec 31, 2023 | 2y |
| Juniper Capital III GP, L.P. | BTE Baytex Energy Corp. | 13G/A | 12.07% | Dec 31, 2023 | 2y |
| Wax Asset Management, LLC | FEIM Frequency Electronics Inc | 13G/A | 8.1% | Dec 31, 2023 | 2y |
| DNB Asset Management AS | CRTO Criteo S.A. | 13G/A | 9.6% | Dec 31, 2023 | 2y |
| BANK OF MONTREAL /CAN/ | CLRCF ClimateRock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | RJAC Jackson Acquisition Company | 13G/A | 0% | Dec 31, 2023 | 2y |
| Thrivent Financial for Lutherans | TDUP ThredUp Inc. | 13G/A | 9.11% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | ISD PGIM High Yield Bond Fund, Inc. | 13G/A | 3.1% | Dec 31, 2023 | 2y |
| Insight Holdings Group, LLC | DIBS 1stdibs.com, Inc. | 13G/A | 11.6% | Dec 31, 2023 | 2y |