Hand of the Market Industries
Insider buying breadth
13.9% −3.0 pp

Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.

Insider buying ($, 90d)
$4.19M

Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.

Insider selling ($, 90d)
$121.93M

Dollars directors and officers received from open-market sales, all companies together, last 90 days.

Insider net buying (90d)
-$117.74M

Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.

Conviction-fund buys
0

Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.

Active managers adding
46.5%

Share of the companies whose stake the largest active managers raised in their latest 13F.

Active funds adding
72.3%

Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.

Growth accelerating
54.0% +5.4 pp

Share of the companies whose revenue growth is faster than a quarter earlier.

Margins improving
—

Share of the companies whose operating margin is up over 3 years.

Expected growth (HoM est.)
9.5% +0.8 pp

Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).

Quality breadth
—

Share of the companies with a return on invested capital of at least 10%.

Short interest (median)
5.1% +0.5 pp

Median shares sold short as % of shares outstanding (FINRA).

Companies

Ticker
Company
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
CBUCOMMUNITY FINANCIAL SYSTEM, INC.3/412.0%——3$75.26K
CVBFCVB FINANCIAL CORP3/4———2$675.7K
UMBFUMB FINANCIAL CORP3/4———2$135.02K
PNFPPinnacle Financial Partners, Inc.1/1———2$299.34K
UCBUNITED COMMUNITY BANKS INC5/57.3%——1$74.27K
FBNCFIRST BANCORP /NC/4/4———1$14.84K
FFINFIRST FINANCIAL BANKSHARES INC4/4———1$103.98K
TFCTRUIST FINANCIAL CORP4/4———1$1.02M
EEFTEURONET WORLDWIDE, INC.3/33.2%−0.3 pp11.9%1$55.14K
FBKFB Financial Corp3/4———1$1.54M
GBCIGLACIER BANCORP, INC.3/516.4%——1$105.84K
NTRSNORTHERN TRUST CORP3/59.6%——1$45.79K
TRSTTRUSTCO BANK CORP N Y3/4———1$30.82K
NWBINorthwest Bancshares, Inc.2/4———1$24.98K
BACBANK OF AMERICA CORP /DE/5/515.0%————
CATYCATHAY GENERAL BANCORP5/529.0%————
FBPFIRST BANCORP /PR/5/57.3%————
FHBFIRST HAWAIIAN, INC.5/56.3%————
PNCPNC FINANCIAL SERVICES GROUP, INC.5/521.4%————
USBUS BANCORP \DE\5/510.1%————
ZIONZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/5/511.0%————
ABCBAmeris Bancorp4/4—————
AXAxos Financial, Inc.4/4—————
BANFBANCFIRST CORP /OK/4/4—————
CASHPATHWARD FINANCIAL, INC.4/5-3.1%————
CBSHCOMMERCE BANCSHARES INC /MO/4/4—————
CFGCITIZENS FINANCIAL GROUP INC/RI4/512.1%————
CFRCULLEN/FROST BANKERS, INC.4/55.3%————
CHCOCITY HOLDING CO4/4—————
COFCAPITAL ONE FINANCIAL CORP4/526.9%————
EWBCEAST WEST BANCORP INC4/4—————
FCFFIRST COMMONWEALTH FINANCIAL CORP /PA/4/4—————
FIBKFIRST INTERSTATE BANCSYSTEM INC4/4—————
FNBFNB CORP/PA/4/4—————
HAFCHANMI FINANCIAL CORP4/410.7%————
HOMBHOME BANCSHARES INC4/4—————
HWCHANCOCK WHITNEY CORP4/4—————
IBOCINTERNATIONAL BANCSHARES CORP4/4—————
JPMJPMORGAN CHASE & CO4/527.7%————
LKFNLAKELAND FINANCIAL CORP4/4—————
MTBM&T BANK CORP4/46.0%————
OFGOFG BANCORP4/4—————
PFSPROVIDENT FINANCIAL SERVICES INC4/57.5%————
RFREGIONS FINANCIAL CORP4/4—————
SFBSServisFirst Bancshares, Inc.4/4—————
STBAS&T BANCORP INC4/4—————
TCBITEXAS CAPITAL BANCSHARES INC/TX4/4—————
TMPTOMPKINS FINANCIAL CORP4/4—————
UBSIUNITED BANKSHARES INC/WV4/4—————
WABCWESTAMERICA BANCORPORATION4/4—————
WSFSWSFS FINANCIAL CORP4/4—————
ALLYAlly Financial Inc.3/59.8%————
ASBASSOCIATED BANC-CORP3/4—————
AUBAtlantic Union Bankshares Corp3/4—————
BANRBANNER CORP3/3—————
BKUBankUnited, Inc.3/518.5%————
BNYBank of New York Mellon Corp3/4—————
BOHBANK OF HAWAII CORP3/4—————
CFFNCapitol Federal Financial, Inc.3/4—————
COLBCOLUMBIA BANKING SYSTEM, INC.3/4—————
CPFCENTRAL PACIFIC FINANCIAL CORP3/512.3%————
CUBICustomers Bancorp, Inc.3/4—————
DCOMDime Commercial Bancshares, Inc. /NY/3/539.7%————
FHNFIRST HORIZON CORP3/46.9%————
FULTFULTON FINANCIAL CORP3/514.7%————
HBANHUNTINGTON BANCSHARES INC /MD/3/533.2%————
INDBINDEPENDENT BANK CORP3/4—————
KEYKEYCORP /NEW/3/56.7%————
MBINMerchants Bancorp3/4—————
ONBOLD NATIONAL BANCORP /IN/3/4—————
PBPROSPERITY BANCSHARES INC3/4—————
PRKPARK NATIONAL CORP /OH/3/425.6%————
SBSISOUTHSIDE BANCSHARES INC3/4—————
SSBSouthState Bank Corp3/4—————
STTSTATE STREET CORP3/517.4%————
TBBKBancorp, Inc.3/4—————
TRMKTRUSTMARK CORP3/4—————
VLYVALLEY NATIONAL BANCORP3/4—————
WAFDWAFD INC3/57.3%————
WALWESTERN ALLIANCE BANCORPORATION3/494.5%————
WTFCWINTRUST FINANCIAL CORP3/4—————
BANCBANC OF CALIFORNIA, INC.2/5-60.2%————
CCITIGROUP INC2/514.3%————
EBCEastern Bankshares, Inc.2/518.8%————
EGBNEAGLE BANCORP INC2/4—————
FFBCFIRST FINANCIAL BANCORP /OH/2/4—————
FITBFIFTH THIRD BANCORP2/4—————
HTHHilltop Holdings Inc.2/4—————
NBHCNational Bank Holdings Corp2/57.8%————
NBTBNBT BANCORP INC2/4—————
NICNICOLET BANKSHARES INC2/4—————
RNSTRENASANT CORP2/4—————
SBCFSEACOAST BANKING CORP OF FLORIDA2/4—————
TFINTriumph Financial, Inc.2/4—————
WFCWELLS FARGO & COMPANY/MN2/58.6%————
WSBCWESBANCO INC2/4—————
BBTBeacon Financial Corp1/4—————
FLGFLAGSTAR BANK, NATIONAL ASSOCIATION1/4—————
HFWAHERITAGE FINANCIAL CORP /WA/1/4—————
HOPEHOPE BANCORP INC1/4—————
SFNCSIMMONS FIRST NATIONAL CORP1/4—————

Source: SEC EDGAR (Forms 4, 10-Q, 10-K, 13F, N-PORT) and FINRA short interest. Aggregated by Hand of the Market from each company's filings and the latest fund filings; fund signals are as of the funds' latest reports, so they lag by up to a quarter.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.