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 |
|---|---|---|---|---|---|
| 2026-07-08 | Point72 Asset Management | Perceptive Capital Solutions Corp | 新建被动仓 | — | |
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| 2026-07-07 | Millennium Management | Ares Acquisition Corporation III | 新建被动仓 | — | |
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| 2026-06-30 | Trian Fund Management | JANUS HENDERSON GROUP PLC | 减持 | 16.6% → 13.0% | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On June 30, 2026, the transactions contemplated by the Agreement and Pl |
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意图声明(Item 4 节选)
Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following:
On June 30, 2026, the transactions contemplated by the Agreement and Plan of Merger, dated December 21, 2025 (as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 24, 2026 and the side letter agreement, dated as of June 16, 2026, the "Merger Agreement"), by and among Parent, Merger Sub and the Issuer were consummated. Pursuant to the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), and the Issuer continued as the surviving company and converted to a private limited company incorporated under the laws of Jersey and changed its name from "Janus Henderson Group plc" to "Janus Henderson Group Ltd.". At the effective time of the Merger (the "Effective Time"), each ordinary share, par value $1.50 per share, of the Issuer (an "Ordinary Share" and collectively, the "Ordinary Shares") outstanding immediately prior to the Effective Time (except for Ordinary Shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration").
Immediately prior to the Effective Time, Trian Partners AM Holdco II, Ltd. and certain other funds affiliated with Trian Fund Management, L.P. ("Trian") contributed 25,136,205 Ordinary Shares to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. All other Ordinary Shares beneficially owned by the Reporting Persons were converted into the right to receive the Merger Consideration.
Also immediately prior to the Effective Time, each member of the Issuer's board of directors, including Brian Baldwin and Josh Frank, each a Partner at Trian, resigned from and ceased serving on the Issuer's board of directors.
As a result of the Merger, the Ordinary Shares will no longer be listed on The New York Stock Exchange and will be deregistered under Section 12(b) of …
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| 2026-06-30 | Millennium Management | Perspective Therapeutics, Inc. | 新建被动仓 | — | |
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| 2026-06-29 | GAMCO Investors | Crimson Wine Group, Ltd | 清仓(降出 5%) | 1.8% | 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 |
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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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| 2026-06-29 | Millennium Management | BellRing Brands, Inc. | 新建被动仓 | — | |
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| 2026-06-26 | Millennium Management | LENZ Therapeutics, Inc. | 新建被动仓 | — | |
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| 2026-06-25 | Point72 Asset Management | BlockchAIn Digital Infrastructure, Inc. | 新建被动仓 | — | |
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| 2026-06-25 | Millennium Management | Xanadu Quantum Technologies Limited | 新建被动仓 | — | |
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| 2026-06-24 | Millennium Management | DXC Technology Company | 新建被动仓 | — | |
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| 2026-06-23 | AQR Capital Management | Sleep Number Corp | 新建被动仓 | — | |
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| 2026-06-23 | Fairholme Capital | ST JOE Co | 减持 | 32.8% → 31.7% | No material changes from the Schedule 13D amendment filed by the Reporting Persons on October 23, 2024. |
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意图声明(Item 4 节选)
No material changes from the Schedule 13D amendment filed by the Reporting Persons on October 23, 2024.
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| 2026-06-22 | Millennium Management | Relmada Therapeutics, Inc. | 新建被动仓 | — | |
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| 2026-06-16 | Millennium Management | Snow Rothschild Acquisition Corp. | 新建被动仓 | — | |
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| 2026-06-15 | Millennium Management | Tonix Pharmaceuticals Holding Corp. | 新建被动仓 | — | |
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| 2026-06-12 | Viking Global Investors | STANDARD BIOTOOLS INC. | 被动转激进 | 15.0% | The response to Item 3 of this Schedule 13D is incorporated by reference herein. On June 6, 2026, the Issuer, Treeline Biosciences, Inc., a Delaware corporatio |
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意图声明(Item 4 节选)
The response to Item 3 of this Schedule 13D is incorporated by reference herein.
On June 6, 2026, the Issuer, Treeline Biosciences, Inc., a Delaware corporation ("Treeline"), and Siri Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Merger Sub"), entered into an Agreement and Plan of Merger and Reorganization (the "Merger Agreement"), pursuant to which, among other matters, and subject to the satisfaction or waiver of the conditions set forth in the Merger Agreement, Merger Sub will merge with and into Treeline, with Treeline continuing as a wholly owned subsidiary of the Issuer and the surviving corporation of the merger (the "Merger"). Upon the terms and subject to the conditions set forth in the Merger Agreement, at the effective time of the Merger ("Effective Time"), each share of capital stock of Treeline will be converted into the right to receive a number of shares of Common Stock in accordance with the Exchange Ratio (as defined in the Merger Agreement).
Also on June 6, 2026, in connection with the Merger Agreement, the Issuer, Treeline and Merger Sub entered into a voting agreement (the "Voting Agreement") with VGOP and VGOD. Pursuant to the Voting Agreement, VGOP and VGOD have agreed, among other things, subject to the terms and conditions thereof, to: (i) vote their beneficially owned securities of the Issuer: (1) in favor of the approval of (i) the issuance of Common Stock to holders of Treeline stock pursuant to the Merger Agreement, (ii) an amendment to the Issuer's charter pursuant to which the name of Issuer will be changed to "Treeline Biosciences Holdings, Inc.", (iii) a reverse stock split of all outstanding shares of Common Stock at a reverse stock split ratio mutually agreed to by Treeline and the Issuer, and (iv) the adoption of the Post-Closing Equity Incentive Plan and Post-Closing ESPP (each as defined in the Merger Agreement); (2) in favor of any proposal to adjourn to a later date if there is not a q…
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| 2026-06-09 | Millennium Management | Long Table Growth Corp. | 新建被动仓 | — | |
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| 2026-06-09 | Icahn Capital (Carl Icahn) | JETBLUE AIRWAYS CORP | 减持 | 6.7% → 5.5% | |
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| 2026-06-08 | Millennium Management | Forte Biosciences, Inc. | 新建被动仓 | — | |
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| 2026-05-29 | Citadel Advisors | GMR Solutions Inc. | 新建被动仓 | — | |
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| 2026-05-27 | Citadel Advisors | LIFEWAY FOODS, INC. | 新建被动仓 | — | |
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| 2026-05-26 | Citadel Advisors | DUKE Robotics Corp. | 新建被动仓 | — | |
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| 2026-05-26 | Point72 Asset Management | Avalo Therapeutics, Inc. | 新建被动仓 | — | |
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| 2026-05-26 | Millennium Management | ServiceTitan, Inc. | 新建被动仓 | — | |
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| 2026-05-26 | Maverick Capital | Infleqtion, Inc. | 清仓(降出 5%) | 3.6% | |
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| 2026-05-22 | Tiger Global Management | Cerebras Systems Inc. | 新建被动仓 | — | |
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| 2026-05-22 | Point72 Asset Management | POWER SOLUTIONS INTERNATIONAL, INC. | 新建被动仓 | — | |
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| 2026-05-21 | Citadel Advisors | Boost Run Inc. | 新建被动仓 | — | |
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| 2026-05-21 | Millennium Management | Berto Acquisition Corp. II | 新建被动仓 | — | |
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| 2026-05-20 | Millennium Management | Tenax Therapeutics, Inc. | 新建被动仓 | — | |
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| 2026-05-18 | Viking Global Investors | Artiva Biotherapeutics, Inc. | 新建被动仓 | — | |
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| 2026-05-18 | Point72 Asset Management | Sweetgreen, Inc. | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | GARTNER INC | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | SentinelOne, Inc. | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | EDISON INTERNATIONAL | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | DoubleVerify Holdings, Inc. | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | PROSPERITY BANCSHARES INC | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | Texas Roadhouse, Inc. | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | MOHAWK INDUSTRIES INC | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | Genpact LTD | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | Nutanix, Inc. | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | Repay Holdings Corp | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | Oak Woods Acquisition Corp | 新建被动仓 | — | |
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| 2026-05-15 | AQR Capital Management | Rising Dragon Acquisition Corp. | 新建被动仓 | — | |
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| 2026-05-15 | Millennium Management | Sensei Biotherapeutics, Inc. | 新建被动仓 | — | |
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| 2026-05-15 | Harris Associates | Corebridge Financial, Inc. | 新建被动仓 | — | |
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| 2026-05-15 | Harris Associates | ICON plc | 新建被动仓 | — | |
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| 2026-05-15 | Berkshire Hathaway | DAL | 新建被动仓 | — | |
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| 2026-05-15 | Berkshire Hathaway | NEW YORK TIMES CO | 新建被动仓 | — | |
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| 2026-05-15 | Akre Capital Management | CCC Intelligent Solutions Holdings Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Dodge & Cox | LPL Financial Holdings Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Eldorado Gold Corp. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Blue Owl Capital Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Entegris, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Ingersoll-Rand, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | MercadoLibre, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | NVR, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Aurora Innovation, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Carvana Co. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Mondelez International, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Philip Morris International Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | TransDigm Group Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | UDR, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | Capital Research Global | Watsco, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | GOODYEAR TIRE & RUBBER CO /OH/ | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | Kyndryl Holdings, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | ManpowerGroup Inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | Everforth Inc f/k/a ASGN Incorporated | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | Concentrix Corp | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | STIFEL FINANCIAL CORP | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | SiteOne Landscape Supply, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | ExlService Holdings, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | TEXAS CAPITAL BANCSHARES INC/TX | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | MANHATTAN ASSOCIATES INC | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | Chewy, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | LANDSTAR SYSTEM INC | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | eHealth, Inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | agilon health, inc. | 新建被动仓 | — | |
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| 2026-05-14 | AQR Capital Management | NEW YORK TIMES CO | 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。