机构异动雷达 13D/13G

现在谁在对哪只票建 >5% 重仓、谁在加减、意图是什么——事件驱动,滞后仅数天,是季度 13F 快照的时效性互补。

13D vs 13G — 有什么区别?
13D =「我买了 5%+,而且我要搞事」——必须公开说明计划(Item 4)。
13G =「我买了 5%+,但我只是路过」——纯被动持有,不寻求控制权。
13D · 激进13G · 被动
意图打算影响或控制公司(改组董事会、推动出售/合并、改策略)仅财务投资,承诺不寻求控制权
申报时限越线后 5 个工作日;重大变化后 2 个工作日内修正被动投资者 5 个工作日;合格机构可宽至季度后 45 天
信息量厚 —— Item 4 交易目的、资金来源、协议安排薄 —— 基本只有持股数量和比例
持股上限无上限被动投资者超 20% 强制转 13D
对本雷达的含义:13D 天生比 13G 信号强;13G→13D 转换(安静股东突然变脸)是全场最强信号;Item 4 是机构「亲口说要干什么」的唯一公开文本——就是右侧「意图声明」列的来源。
全部 仅激进 13D 仅新建仓
申报日 机构 标的 事件 持股 意图声明
2026-10-06 Starboard Value Qorvo, Inc. 清仓(降出 5%) 6.4% → 0.0% Item 4 is hereby amended to add the following: As previously disclosed, on October 27, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merg
意图声明(Item 4 节选)
Item 4 is hereby amended to add the following: As previously disclosed, on October 27, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Skyworks Solutions, Inc., a Delaware Corporation ("Skyworks"), Comet Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Skyworks ("Merger Sub I"), and Comet Acquisition II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Skyworks ("Merger Sub II"). Pursuant to the Merger Agreement, on October 5, 2026, (i) Merger Sub I merged with and into the Issuer (the "First Merger"), with the Issuer surviving the First Merger as a wholly owned subsidiary of Skyworks (the "Surviving Corporation"), and (ii) immediately following the First Merger, and as the second step in a single integrated transaction with the First Merger, the Surviving Corporation merged with and into Merger Sub II (the "Second Merger," and together with the First Merger, the "Mergers"), with Merger Sub II continuing as the surviving entity in the Second Merger and a wholly owned subsidiary of Skyworks. Pursuant to the terms of the Merger Agreement, concurrently with the effective time of the First Merger (the "Effective Time"), (i) each Share held by the Reporting Persons that was outstanding immediately prior to the Effective Time was converted into the right to receive (A) 0.960 shares of common stock, par value $0.25 per share, of Skyworks ("Skyworks Common Stock"), without interest, and (B) $32.50 in cash, without interest (collectively, the "Merger Consideration") and (ii) each outstanding restricted stock unit award corresponding to Shares held by Mr. Feld was cancelled in consideration for the right to receive (x) the Merger Consideration in respect of each Share then subject thereto and (y) an amount in cash equal to all dividend equivalents accrued but unpaid with respect thereto. In addition, as a result of the Mergers and pursuant to the Merger Agreement, at the Effective…
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2026-10-06 Citadel Advisors Quantinuum Inc. 新建被动仓 —
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2026-10-06 Citadel Advisors REALLOYS INC. 新建被动仓 —
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2026-10-06 Citadel Advisors STARFIGHTERS SPACE, INC. 新建被动仓 —
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2026-10-06 Citadel Advisors Eco Wave Power Global AB (publ) 新建被动仓 —
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2026-10-05 Viking Global Investors MID AMERICA APARTMENT COMMUNITIES INC. 新建被动仓 —
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2026-10-05 Point72 Asset Management E.W. SCRIPPS Co 新建被动仓 —
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2026-09-30 Millennium Management AMERISAFE, Inc. 新建被动仓 —
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2026-09-29 Millennium Management Sweetgreen, Inc. 新建被动仓 —
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2026-09-28 Millennium Management Beyond Meat, Inc. 新建被动仓 —
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2026-09-23 Millennium Management Haymaker Acquisition Corp V 新建被动仓 —
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2026-09-22 GAMCO Investors TENNANT CO 清仓(降出 5%) 4.4% The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn
意图声明(Item 4 节选)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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2026-09-18 Millennium Management Lincoln International, Inc. 新建被动仓 —
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2026-09-16 Viking Global Investors REGAL REXNORD CORP 新建被动仓 —
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2026-09-14 Markel Group Hagerty, Inc. 减持 44.8% → 42.0% Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On September 11, 2026, in connection with the closing of an underwritten secondary of
意图声明(Item 4 节选)
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On September 11, 2026, in connection with the closing of an underwritten secondary offering of shares of Class A Common Stock by Hagerty Holding Corp. (the "September 2026 Secondary Offering"), and pursuant to the terms of the Amended and Restated Exchange Agreement, the Reporting Person exchanged 7,836,411 shares of Class V Common Stock and associated OpCo Units for, at the election of the Company, an equal number of shares of Class A Common Stock. In connection with the September 2026 Secondary Offering, the Reporting Person agreed to waive certain notice and participation rights afforded by the Amended and Restated Registration Rights Agreement (as defined and described in the Original Schedule 13D) solely with respect to the September 2026 Secondary Offering, and the Company and Reporting Person agreed that the September 2026 Secondary Offering would not count against or reduce the four (4) Shelf Underwritings (as defined in the Amended and Restated Registration Rights Agreement) demandable pursuant to Section 2.1.1(b) of the Amended and Restated Registration Rights Agreement. On September 9, 2026, in connection with the September 2026 Secondary Offering, the Reporting Person entered into a lock-up agreement with the representatives of the underwriters of the September 2026 Secondary Offering (the "September 2026 Lock-Up Agreement"), pursuant to which the Reporting Person agreed, subject to certain customary exceptions, not to take any of the following actions during the period beginning on the date of the September 2026 Lock-Up Agreement and ending at the close of business 60 days after the date of the final prospectus supplement relating to the September 2026 Secondary Offering: (i) offer, pledge, sell, contract to sell, sell any option or contract to purchase, purchase any option or contract to sell, grant any option, right, or warrant to purchase, lend, or otherwise transfer or dis…
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2026-09-14 Duquesne Family Office Guardian Metal Resources PLC 新建被动仓 —
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2026-09-10 GAMCO Investors GABELLI MULTIMEDIA TRUST INC. 清仓(降出 5%) 2.5% The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn
意图声明(Item 4 节选)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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2026-09-09 Millennium Management First Horizon Corporation 新建被动仓 —
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2026-08-31 GAMCO Investors NATHANS FAMOUS, INC. 减持 7.0% → 6.4% The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn
意图声明(Item 4 节选)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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2026-08-20 Point72 Asset Management Viridian Therapeutics, Inc. 新建被动仓 —
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2026-08-20 Icahn Capital (Carl Icahn) JETBLUE AIRWAYS CORP 清仓(降出 5%) 5.5% → 3.3%
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2026-08-19 Point72 Asset Management RxSight, Inc. 新建被动仓 —
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2026-08-19 Millennium Management T1 Energy Inc. 新建被动仓 —
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2026-08-19 Millennium Management Vanda Pharmaceuticals Inc. 新建被动仓 —
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2026-08-19 Millennium Management Capricor Therapeutics, Inc. 新建被动仓 —
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2026-08-17 Millennium Management Groupon, Inc. 新建被动仓 —
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2026-08-14 Southeastern Asset Management Empire State Realty Trust, Inc. 新建被动仓 —
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2026-08-14 Point72 Asset Management Neuronetics, Inc. 新建被动仓 —
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2026-08-14 Greenlight Capital (DME) Dauch Corporation 新建被动仓 —
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2026-08-14 GAMCO Investors Sphere Entertainment Co. 清仓(降出 5%) 1.9% The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn
意图声明(Item 4 节选)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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2026-08-14 GAMCO Investors Madison Square Garden Sports Corp. 清仓(降出 5%) 2.6% The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn
意图声明(Item 4 节选)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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2026-08-14 Elliott Investment Management Pinterest, Inc. 新建被动仓 —
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2026-08-14 Coatue Management Cerebras Systems Inc. 新建被动仓 —
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2026-08-14 Coatue Management Forgent Power Solutions, Inc. 新建被动仓 —
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2026-08-14 Citadel Advisors VILLAGE FARMS INTERNATIONAL, INC. 新建被动仓 —
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2026-08-14 Citadel Advisors XCHG Limited 新建被动仓 —
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2026-08-14 Berkshire Hathaway LENNAR CORPORATION 新建被动仓 —
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2026-08-14 Ariel Investments Mattel Inc 新建被动仓 —
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2026-08-14 Altimeter Capital Cerebras Systems Inc. 新建被动仓 —
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2026-08-14 AQR Capital Management Roman DBDR Acquisition Corp. II 新建被动仓 —
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2026-08-13 Renaissance Technologies Bolt Biotherapeutics, Inc. 新建被动仓 —
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2026-08-13 Renaissance Technologies Commercial Vehicle Group, Inc. 新建被动仓 —
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2026-08-13 Renaissance Technologies Stitch Fix, Inc. 新建被动仓 —
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2026-08-13 Renaissance Technologies TILLY'S, INC. 新建被动仓 —
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2026-08-13 Millennium Management Ralliant Corporation 新建被动仓 —
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2026-08-13 Dodge & Cox ROP 新建被动仓 —
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2026-08-13 AQR Capital Management Iridium Communications Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management KEMPER Corp 新建被动仓 —
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2026-08-13 AQR Capital Management nCino, Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management NNN REIT, INC. 新建被动仓 —
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2026-08-13 AQR Capital Management OLIN Corp 新建被动仓 —
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2026-08-13 AQR Capital Management Tonix Pharmaceuticals Holding Corp. 新建被动仓 —
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2026-08-13 AQR Capital Management Ultragenyx Pharmaceutical Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management Vanda Pharmaceuticals Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management VRSN 新建被动仓 —
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2026-08-13 AQR Capital Management WHIRLPOOL CORP /DE/ 新建被动仓 —
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2026-08-13 AQR Capital Management ZIPRECRUITER, INC. 新建被动仓 —
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2026-08-13 AQR Capital Management ZoomInfo Technologies Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management GRAPHIC PACKAGING HOLDING CO 新建被动仓 —
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2026-08-13 AQR Capital Management SITE Centers Corp. 新建被动仓 —
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2026-08-13 AQR Capital Management Irenic Acquisition Corp. 新建被动仓 —
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2026-08-13 AQR Capital Management Rubrik, Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management NewHold Investment Corp IV 新建被动仓 —
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2026-08-13 AQR Capital Management Velos Acquisition I Corp. f/k/a M3-Brigade Acquisition V Corp. 新建被动仓 —
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2026-08-13 AQR Capital Management Keystone Acquisition Corp. 新建被动仓 —
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2026-08-13 AQR Capital Management Gesher Acquisition Corp. II 新建被动仓 —
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2026-08-13 AQR Capital Management DraftKings Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management DENTSPLY SIRONA Inc. 新建被动仓 —
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2026-08-13 AQR Capital Management MOLSON COORS BEVERAGE CO 新建被动仓 —
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2026-08-13 AQR Capital Management Ares Acquisition Corp III 新建被动仓 —
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2026-08-12 GAMCO Investors ASTEC INDUSTRIES INC 清仓(降出 5%) 4.7% The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn
意图声明(Item 4 节选)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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2026-08-12 GAMCO Investors WESTWOOD HOLDINGS GROUP INC 清仓(降出 5%) 4.7% The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn
意图声明(Item 4 节选)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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2026-08-12 Davis Selected Advisers JBS N.V. 新建被动仓 —
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2026-08-12 Capital Research Global Arxis, Inc. 新建被动仓 —
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2026-08-12 Capital Research Global Ovintiv Inc. 新建被动仓 —
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2026-08-12 Capital Research Global Fair Isaac Corp. 新建被动仓 —
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2026-08-12 Capital Research Global Tractor Supply Co. 新建被动仓 —
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2026-08-12 Capital Research Global Quantinuum Inc. 新建被动仓 —
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2026-08-12 AQR Capital Management Aldeyra Therapeutics, Inc. 新建被动仓 —
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2026-08-12 AQR Capital Management Atlassian Corp 新建被动仓 —
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据 64 家被跟踪机构的公开 SEC 13D/13G 申报整理——非全市场。该类申报仅覆盖超过流通类别 5% 的持仓(大盘股极少触发),以申报日为准(滞后数天),意图文字为申报人原文节选。本模块为机构行为观察,非投资建议。