Hand of the Market Industries
Insider buying breadth
0.0% +0.0 pp

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

Insider buying ($, 90d)
$0

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

Insider selling ($, 90d)
$17.05M

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

Insider net buying (90d)
-$17.05M

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
40.0%

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

Active funds adding
100.0%

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

Active funds adding — top 20%
Growth accelerating
40.0% +0.0 pp

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

Margins improving
75.0% +0.0 pp

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

Expected growth (HoM est.)
-2.9% −2.4 pp

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

Quality breadth
33.3%

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

Short interest (median)
8.8% +0.9 pp

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

Heavily shorted — top 20%

Companies

Ticker
Company
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
NYTNEW YORK TIMES CO4/411.2%+6.3 pp———
WLYJOHN WILEY & SONS, INC.4/6-2.6%+12.1 pp12.6%——
NWSNEWS CORP3/310.8%————
DLXDELUXE CORP2/6-4.2%+4.0 pp8.6%——
SCHLSCHOLASTIC CORP2/6-3.9%−2.9 pp1.3%——

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.