Hand of the Market Industries
Insider buying breadth
16.7% +0.0 pp

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

Insiders buying broadly — top 20%
Insider buying ($, 90d)
$613K

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

Insider selling ($, 90d)
$3.1M

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

Insider net buying (90d)
-$2.49M

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
33.3%

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

Active funds adding
40.0%

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

Growth accelerating
16.7% −16.7 pp

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

Margins improving
80.0% +0.0 pp

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

Margins improving — top 20%
Expected growth (HoM est.)
3.6% +1.6 pp

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

Quality breadth
16.7%

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

Short interest (median)
3.1% −0.0 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)
LUMNLumen Technologies, Inc.2/5-9.3%+65.4 pp1.6%1$613K
TMUST-Mobile US, Inc.5/67.8%+5.5 pp9.6%——
TAT&T INC.4/65.3%+20.7 pp7.0%——
TDSTELEPHONE & DATA SYSTEMS INC /DE/4/63.6%+36.5 pp10.9%——
VZVERIZON COMMUNICATIONS INC2/5-0.7%−1.6 pp8.1%——
UNITUniti Group Inc.0/3202.5%—1.1%——

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.