Hand of the Market Sectors
Insider buying breadth
8.1% −2.7 pp

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

Insider buying ($, 90d)
$11M

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

Insider selling ($, 90d)
$91.55M

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

Insider net buying (90d)
-$80.56M

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

Conviction-fund buys
7

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

Active managers adding
43.2%

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

Active funds adding
66.7%

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

Growth accelerating
27.0% −25.8 pp

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

Margins improving
67.7% −2.3 pp

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

Expected growth (HoM est.)
7.4% +2.3 pp

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

Quality breadth
34.5%

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

Short interest (median)
7.0% −0.1 pp

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

Heavily shorted — top 20%

Industries

Select up to 4 to compare their medians side by side, like companies.

Companies

Ticker
Company
Industry
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
MTCHMatch Group, Inc.IT Services & Data Processing5/5-1.2%+5.4 pp29.6%1$109.89K
FOXFox CorpBroadcasting & Cable3/328.1%——1$10.27M
LUMNLumen Technologies, Inc.Telecommunications2/5-9.3%+65.4 pp1.6%1$613K
ADEAAdeia Inc.Broadcasting & Cable6/612.1%+10.7 pp18.3%——
CARGCarGurus, Inc.IT Services & Data Processing5/613.1%+21.0 pp149.9%——
CMCSACOMCAST CORPBroadcasting & Cable5/6-1.2%+2.7 pp8.2%——
DISWalt Disney CoAmusement & Recreation5/66.8%+5.4 pp8.8%——
LYVLive Nation Entertainment, Inc.Amusement & Recreation5/69.4%−1.6 pp211.9%——
METAMeta Platforms, Inc.IT Services & Data Processing5/628.0%+14.3 pp20.5%——
NFLXNETFLIX INCMotion Pictures & Video5/611.8%+13.0 pp35.9%——
TMUST-Mobile US, Inc.Telecommunications5/67.8%+5.5 pp9.6%——
CALXCALIX, INCCommunications4/621.3%−0.0 pp6.7%——
GOOGAlphabet Inc.IT Services & Data Processing4/524.2%+7.4 pp17.6%——
IRDMIridium Communications Inc.Communications4/68.3%+12.2 pp5.7%——
NYTNEW YORK TIMES COPrinting & Publishing4/411.2%+6.3 pp———
PINSPINTEREST, INC.IT Services & Data Processing4/418.2%+18.2 pp———
TAT&T INC.Telecommunications4/65.3%+20.7 pp7.0%——
TDSTELEPHONE & DATA SYSTEMS INC /DE/Telecommunications4/63.6%+36.5 pp10.9%——
WLYJOHN WILEY & SONS, INC.Printing & Publishing4/6-2.6%+12.1 pp12.6%——
CHTRCHARTER COMMUNICATIONS, INC. /MO/Broadcasting & Cable3/6-1.7%+1.0 pp8.8%——
NWSNEWS CORPPrinting & Publishing3/310.8%————
NXSTNEXSTAR MEDIA GROUP, INC.Broadcasting & Cable3/662.2%−1.9 pp6.0%——
ROKUROKU, INCBroadcasting & Cable3/421.9%+28.1 pp———
TKOTKO Group Holdings, Inc.Amusement & Recreation3/418.2%−28.5 pp11.8%——
CNKCinemark Holdings, Inc.Motion Pictures & Video2/215.5%————
DLXDELUXE CORPPrinting & Publishing2/6-4.2%+4.0 pp8.6%——
OMCOMNICOM GROUP INC.Advertising2/663.4%−9.5 pp3.8%——
SCHLSCHOLASTIC CORPPrinting & Publishing2/6-3.9%−2.9 pp1.3%——
SIRISIRIUS XM HOLDINGS INC.Broadcasting & Cable2/61.0%−1.0 pp5.9%——
TTWOTAKE TWO INTERACTIVE SOFTWARE INCSoftware2/52.0%+21.7 pp-2.7%——
VSATVIASAT INCCommunications2/5-1.2%+8.9 pp0.0%——
VZVERIZON COMMUNICATIONS INCTelecommunications2/5-0.7%−1.6 pp8.1%——
ZDZIFF DAVIS, INC.Communications2/6-2.7%−8.2 pp3.8%——
ECHOEchoStar CORPCommunications1/4-4.0%−121.1 pp-41.9%——
SKYDSkydance CorpBroadcasting & Cable—0.9%————
UNITUniti Group Inc.Telecommunications0/3202.5%—1.1%——
VSNTVersant Media Group, Inc.Broadcasting & Cable—-3.8%————

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.