Hand of the Market Industries
Insider buying breadth
5.9% −11.8 pp

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

Insider buying ($, 90d)
$12.6K

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

Insider selling ($, 90d)
$215.87M

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

Insider net buying (90d)
-$215.86M

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

Conviction-fund buys
1

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

Active managers adding
47.1%

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

Active funds adding
52.9%

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

Growth accelerating
52.9% −5.9 pp

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

Margins improving
56.3% −6.3 pp

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

Expected growth (HoM est.)
6.9% −1.7 pp

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

Quality breadth
60.0%

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

Short interest (median)
5.7% −1.0 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)
EXPOEXPONENT INC5/620.9%−1.8 pp41.2%1$12.59K
BAHBooz Allen Hamilton Holding Corp6/6-4.2%+4.6 pp19.9%——
GGenpact LTD6/67.1%+2.1 pp18.2%——
TTEKTETRA TECH INC6/6-4.5%+3.8 pp18.5%——
ACMAECOM5/6-14.2%+1.0 pp13.1%——
FCNFTI CONSULTING, INC5/65.3%−0.1 pp12.5%——
ITGARTNER INC5/6-0.6%−5.0 pp63.4%——
PAYXPAYCHEX INC5/65.9%−1.6 pp25.6%——
VVXV2X, Inc.5/616.5%+1.6 pp8.0%——
IQVIQVIA HOLDINGS INC.4/68.7%+0.4 pp9.1%——
MEDPMedpace Holdings, Inc.4/417.2%+1.9 pp———
ULSUL Solutions Inc.4/45.1%—28.3%——
INCYINCYTE CORP3/337.7%+18.4 pp———
NEONEOGENOMICS INC3/411.2%+14.8 pp-5.3%——
ASTHAstrana Health, Inc.2/648.5%−6.0 pp4.8%——
CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC.1/5-2.7%−13.3 pp1.4%——
VSECVSE CORP1/665.0%−0.2 pp2.5%——

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.