Hand of the Market Sectors
Insider buying breadth
11.1% −6.4 pp

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

Insider buying ($, 90d)
$12.44M

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

Insider selling ($, 90d)
$562.08M

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

Insider net buying (90d)
-$549.64M

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

Conviction-fund buys
13

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

Active managers adding
48.7%

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

Active funds adding
69.3%

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
48.1% −4.0 pp

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

Margins improving
64.1% +5.3 pp

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

Expected growth (HoM est.)
10.6% +1.4 pp

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

Quality breadth
71.1%

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

High quality — top 20%
Short interest (median)
4.4% +0.3 pp

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

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)
KMPRKEMPER CorpProperty & Casualty Insurance2/4-10.8%——5$367.88K
CBUCOMMUNITY FINANCIAL SYSTEM, INC.Banks & Savings Institutions3/412.0%——3$75.26K
CVBFCVB FINANCIAL CORPBanks & Savings Institutions3/4———2$675.7K
UMBFUMB FINANCIAL CORPBanks & Savings Institutions3/4———2$135.02K
PNFPPinnacle Financial Partners, Inc.Banks & Savings Institutions1/1———2$299.34K
UCBUNITED COMMUNITY BANKS INCBanks & Savings Institutions5/57.3%——1$74.27K
BFHBREAD FINANCIAL HOLDINGS, INC.Consumer & Commercial Lending4/56.9%——1$1.72K
CINFCINCINNATI FINANCIAL CORPProperty & Casualty Insurance4/431.6%——1$171.64K
CMECME GROUP INC.Brokers, Exchanges & Asset Managers4/40.8%+4.8 pp12.2%1$78.63K
FBNCFIRST BANCORP /NC/Banks & Savings Institutions4/4———1$14.84K
FFINFIRST FINANCIAL BANKSHARES INCBanks & Savings Institutions4/4———1$103.98K
HLIHOULIHAN LOKEY, INC.Brokers, Exchanges & Asset Managers4/4-15.5%+1.7 pp—1$500.57K
TFCTRUIST FINANCIAL CORPBanks & Savings Institutions4/4———1$1.02M
TPLTexas Pacific Land CorpHolding & Investment Offices4/431.2%−3.7 pp—1$1.86K
AONAon plcInsurance Brokers3/32.2%−4.0 pp15.5%1$6.55M
BRK.BBERKSHIRE HATHAWAY INCProperty & Casualty Insurance3/310.0%+4.0 pp—1$250.07K
BXBlackstone Inc.Brokers, Exchanges & Asset Managers3/435.9%+14.6 pp32.4%1$62.45K
EEFTEURONET WORLDWIDE, INC.Banks & Savings Institutions3/33.2%−0.3 pp11.9%1$55.14K
FBKFB Financial CorpBanks & Savings Institutions3/4———1$1.54M
GBCIGLACIER BANCORP, INC.Banks & Savings Institutions3/516.4%——1$105.84K
NTRSNORTHERN TRUST CORPBanks & Savings Institutions3/59.6%——1$45.79K
PLMRPalomar Holdings, Inc.Property & Casualty Insurance3/454.6%——1$134.6
SNEXStoneX Group Inc.Brokers, Exchanges & Asset Managers3/515.4%——1$161.2K
TRSTTRUSTCO BANK CORP N YBanks & Savings Institutions3/4———1$30.82K
NWBINorthwest Bancshares, Inc.Banks & Savings Institutions2/4———1$24.98K
GSHDGoosehead Insurance, Inc.Insurance Brokers1/320.6%+13.7 pp42.9%1$101.02K
BACBANK OF AMERICA CORP /DE/Banks & Savings Institutions5/515.0%————
CATYCATHAY GENERAL BANCORPBanks & Savings Institutions5/529.0%————
FBPFIRST BANCORP /PR/Banks & Savings Institutions5/57.3%————
FHBFIRST HAWAIIAN, INC.Banks & Savings Institutions5/56.3%————
PNCPNC FINANCIAL SERVICES GROUP, INC.Banks & Savings Institutions5/521.4%————
SCHWSCHWAB CHARLES CORPBrokers, Exchanges & Asset Managers5/520.9%————
USBUS BANCORP \DE\Banks & Savings Institutions5/510.1%————
ZIONZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Banks & Savings Institutions5/511.0%————
ABCBAmeris BancorpBanks & Savings Institutions4/4—————
ACGLARCH CAPITAL GROUP LTD.Property & Casualty Insurance4/4-10.4%————
ACTEnact Holdings, Inc.Insurance Brokers4/44.1%————
AFGAMERICAN FINANCIAL GROUP INCProperty & Casualty Insurance4/45.5%+0.2 pp18.3%——
AIZASSURANT, INC.Insurance Carriers4/49.4%————
ALLALLSTATE CORPProperty & Casualty Insurance4/411.8%————
APAMArtisan Partners Asset Management Inc.Brokers, Exchanges & Asset Managers4/48.9%+1.7 pp122.8%——
AXAxos Financial, Inc.Banks & Savings Institutions4/4—————
AXPAMERICAN EXPRESS COConsumer & Commercial Lending4/58.6%————
BANFBANCFIRST CORP /OK/Banks & Savings Institutions4/4—————
BENFRANKLIN TEMPLETON INCBrokers, Exchanges & Asset Managers4/414.3%−4.5 pp6.5%——
CACCCREDIT ACCEPTANCE CORPConsumer & Commercial Lending4/40.6%+4.1 pp18.8%——
CASHPATHWARD FINANCIAL, INC.Banks & Savings Institutions4/5-3.1%————
CBChubb LtdProperty & Casualty Insurance4/46.6%————
CBOECboe Global Markets, Inc.Brokers, Exchanges & Asset Managers4/422.9%+9.5 pp26.2%——
CBSHCOMMERCE BANCSHARES INC /MO/Banks & Savings Institutions4/4—————
CFGCITIZENS FINANCIAL GROUP INC/RIBanks & Savings Institutions4/512.1%————
CFRCULLEN/FROST BANKERS, INC.Banks & Savings Institutions4/55.3%————
CHCOCITY HOLDING COBanks & Savings Institutions4/4—————
CNSCOHEN & STEERS, INC.Brokers, Exchanges & Asset Managers4/412.2%−4.2 pp———
COFCAPITAL ONE FINANCIAL CORPBanks & Savings Institutions4/526.9%————
CRVLCORVEL CORPInsurance Brokers4/410.7%————
DLBDolby Laboratories, Inc.Holding & Investment Offices4/4-3.3%−1.5 pp10.3%——
ECPGENCORE CAPITAL GROUP INCConsumer & Commercial Lending4/411.3%+17.7 pp10.9%——
EGEVEREST GROUP, LTD.Property & Casualty Insurance4/4-11.8%————
ENVAEnova International, Inc.Consumer & Commercial Lending4/421.6%+2.0 pp10.0%——
ESNTEssent Group Ltd.Insurance Carriers4/413.6%————
EVREvercore Inc.Brokers, Exchanges & Asset Managers4/419.1%————
EWBCEAST WEST BANCORP INCBanks & Savings Institutions4/4—————
FAFFirst American Financial CorpInsurance Carriers4/415.0%+7.8 pp16.4%——
FCFFIRST COMMONWEALTH FINANCIAL CORP /PA/Banks & Savings Institutions4/4—————
FIBKFIRST INTERSTATE BANCSYSTEM INCBanks & Savings Institutions4/4—————
FNBFNB CORP/PA/Banks & Savings Institutions4/4—————
GLGLOBE LIFE INC.Life Insurance4/48.0%————
HAFCHANMI FINANCIAL CORPBanks & Savings Institutions4/410.7%————
HIGHARTFORD INSURANCE GROUP, INC.Property & Casualty Insurance4/48.1%————
HMNHORACE MANN EDUCATORS CORP /DE/Property & Casualty Insurance4/47.7%————
HOMBHOME BANCSHARES INCBanks & Savings Institutions4/4—————
HOODRobinhood Markets, Inc.Brokers, Exchanges & Asset Managers4/432.3%————
HWCHANCOCK WHITNEY CORPBanks & Savings Institutions4/4—————
IBOCINTERNATIONAL BANCSHARES CORPBanks & Savings Institutions4/4—————
IDCCInterDigital, Inc.Holding & Investment Offices4/4-13.5%+4.0 pp30.6%——
JPMJPMORGAN CHASE & COBanks & Savings Institutions4/527.7%————
KNSLKinsale Capital Group, Inc.Property & Casualty Insurance4/416.8%————
LAZLazard, Inc.Brokers, Exchanges & Asset Managers4/41.6%+6.2 pp16.1%——
LKFNLAKELAND FINANCIAL CORPBanks & Savings Institutions4/4—————
MCYMERCURY GENERAL CORPProperty & Casualty Insurance4/413.8%————
MKTXMARKETAXESS HOLDINGS INCBrokers, Exchanges & Asset Managers4/4-0.5%−3.8 pp———
MTBM&T BANK CORPBanks & Savings Institutions4/46.0%————
MTGMGIC INVESTMENT CORPInsurance Carriers4/4-2.9%————
NMIHNMI Holdings, Inc.Insurance Carriers4/48.1%−3.1 pp———
OFGOFG BANCORPBanks & Savings Institutions4/4—————
ORIOLD REPUBLIC INTERNATIONAL CORPInsurance Carriers4/413.4%————
PFSPROVIDENT FINANCIAL SERVICES INCBanks & Savings Institutions4/57.5%————
PGRPROGRESSIVE CORP/OH/Property & Casualty Insurance4/47.3%————
PJTPJT Partners Inc.Brokers, Exchanges & Asset Managers4/419.5%+3.5 pp450.5%——
PRIPrimerica, Inc.Life Insurance4/49.0%————
PYPLPayPal Holdings, Inc.Business Services4/44.8%+1.7 pp19.4%——
RDNRADIAN GROUP INCInsurance Carriers4/492.6%—9.4%——
RFREGIONS FINANCIAL CORPBanks & Savings Institutions4/4—————
RGAREINSURANCE GROUP OF AMERICA INCLife Insurance4/418.5%————
RJFRAYMOND JAMES FINANCIAL INCBrokers, Exchanges & Asset Managers4/513.5%————
RLIRLI CORPProperty & Casualty Insurance4/4-6.3%————
RNRRENAISSANCERE HOLDINGS LTDProperty & Casualty Insurance4/4-13.7%————
SFBSServisFirst Bancshares, Inc.Banks & Savings Institutions4/4—————
SIGISELECTIVE INSURANCE GROUP INCProperty & Casualty Insurance4/44.5%————
SLMSLM CorpConsumer & Commercial Lending4/4—————
SPNTSiriusPoint LtdProperty & Casualty Insurance4/4-0.5%————
STBAS&T BANCORP INCBanks & Savings Institutions4/4—————
SYFSynchrony FinancialConsumer & Commercial Lending4/4—————
TCBITEXAS CAPITAL BANCSHARES INC/TXBanks & Savings Institutions4/4—————
THGHANOVER INSURANCE GROUP, INC.Property & Casualty Insurance4/44.3%+16.2 pp19.1%——
TMPTOMPKINS FINANCIAL CORPBanks & Savings Institutions4/4—————
TROWPRICE T ROWE GROUP INCBrokers, Exchanges & Asset Managers4/410.7%+1.3 pp———
TRVTRAVELERS COMPANIES, INC.Property & Casualty Insurance4/4-0.5%————
UBSIUNITED BANKSHARES INC/WVBanks & Savings Institutions4/4—————
UFCSUNITED FIRE GROUP INCProperty & Casualty Insurance4/414.4%————
WABCWESTAMERICA BANCORPORATIONBanks & Savings Institutions4/4—————
WRBBERKLEY W R CORPProperty & Casualty Insurance4/41.2%————
WSFSWSFS FINANCIAL CORPBanks & Savings Institutions4/4—————
AFLAFLAC INCHealth Insurance & Managed Care3/4-1.0%————
AIGAMERICAN INTERNATIONAL GROUP, INC.Property & Casualty Insurance3/4-0.1%————
ALLYAlly Financial Inc.Banks & Savings Institutions3/59.8%————
AMGAFFILIATED MANAGERS GROUP, INC.Brokers, Exchanges & Asset Managers3/329.9%————
AMPAMERIPRISE FINANCIAL INCBrokers, Exchanges & Asset Managers3/411.7%+0.1 pp———
ASBASSOCIATED BANC-CORPBanks & Savings Institutions3/4—————
AUBAtlantic Union Bankshares CorpBanks & Savings Institutions3/4—————
BANRBANNER CORPBanks & Savings Institutions3/3—————
BGCBGC Group, Inc.Brokers, Exchanges & Asset Managers3/47.8%————
BHFBrighthouse Financial, Inc.Life Insurance3/486.2%————
BKUBankUnited, Inc.Banks & Savings Institutions3/518.5%————
BNYBank of New York Mellon CorpBanks & Savings Institutions3/4—————
BOHBANK OF HAWAII CORPBanks & Savings Institutions3/4—————
CFFNCapitol Federal Financial, Inc.Banks & Savings Institutions3/4—————
CGCarlyle Group Inc.Brokers, Exchanges & Asset Managers3/4-28.6%−2.8 pp———
CNOCNO Financial Group, Inc.Health Insurance & Managed Care3/411.6%+3.9 pp18.5%——
COLBCOLUMBIA BANKING SYSTEM, INC.Banks & Savings Institutions3/4—————
CPFCENTRAL PACIFIC FINANCIAL CORPBanks & Savings Institutions3/512.3%————
CUBICustomers Bancorp, Inc.Banks & Savings Institutions3/4—————
DAVEDave Inc./DEConsumer & Commercial Lending3/429.6%————
DCOMDime Commercial Bancshares, Inc. /NY/Banks & Savings Institutions3/539.7%————
ERIEERIE INDEMNITY COInsurance Brokers3/32.8%+3.6 pp———
FGF&G Annuities & Life, Inc.Life Insurance3/44.2%————
FHIFEDERATED HERMES, INC.Brokers, Exchanges & Asset Managers3/318.3%+5.2 pp30.3%——
FHNFIRST HORIZON CORPBanks & Savings Institutions3/46.9%————
FNFFidelity National Financial, Inc.Insurance Carriers3/411.4%————
FULTFULTON FINANCIAL CORPBanks & Savings Institutions3/514.7%————
GSGOLDMAN SACHS GROUP INCBrokers, Exchanges & Asset Managers3/539.5%————
HBANHUNTINGTON BANCSHARES INC /MD/Banks & Savings Institutions3/533.2%————
HCIHCI Group, Inc.Property & Casualty Insurance3/411.2%————
HLNEHamilton Lane INCBrokers, Exchanges & Asset Managers3/356.5%————
IBKRInteractive Brokers Group, Inc.Brokers, Exchanges & Asset Managers3/531.5%————
ICEIntercontinental Exchange, Inc.Brokers, Exchanges & Asset Managers3/310.7%+2.1 pp8.7%——
INDBINDEPENDENT BANK CORPBanks & Savings Institutions3/4—————
IVZInvesco Ltd.Brokers, Exchanges & Asset Managers3/420.5%−24.6 pp-2.9%——
JEFJefferies Financial Group Inc.Brokers, Exchanges & Asset Managers3/511.1%————
KEYKEYCORP /NEW/Banks & Savings Institutions3/56.7%————
KKRKKR & Co. Inc.Brokers, Exchanges & Asset Managers3/512.5%————
LLOEWS CORPProperty & Casualty Insurance3/43.9%————
MAMastercard IncBusiness Services3/314.1%+2.9 pp87.0%——
MBINMerchants BancorpBanks & Savings Institutions3/4—————
METMETLIFE INCLife Insurance3/410.5%—22.0%——
MORNMorningstar, Inc.Brokers, Exchanges & Asset Managers3/39.6%+17.1 pp20.2%——
MRSHMARSH & MCLENNAN COMPANIES, INC.Insurance Brokers3/38.1%−0.5 pp13.9%——
MSMORGAN STANLEYBrokers, Exchanges & Asset Managers3/527.1%————
ONBOLD NATIONAL BANCORP /IN/Banks & Savings Institutions3/4—————
PBPROSPERITY BANCSHARES INCBanks & Savings Institutions3/4—————
PFGPRINCIPAL FINANCIAL GROUP INCHealth Insurance & Managed Care3/46.4%————
PIPRPIPER SANDLER COMPANIESBrokers, Exchanges & Asset Managers3/524.5%————
PRKPARK NATIONAL CORP /OH/Banks & Savings Institutions3/425.6%————
PRUPRUDENTIAL FINANCIAL INCLife Insurance3/414.1%————
SAFTSAFETY INSURANCE GROUP INCProperty & Casualty Insurance3/42.9%————
SBSISOUTHSIDE BANCSHARES INCBanks & Savings Institutions3/4—————
SEICSEI INVESTMENTS COBrokers, Exchanges & Asset Managers3/314.7%+9.8 pp26.0%——
SFSTIFEL FINANCIAL CORPBrokers, Exchanges & Asset Managers3/59.9%————
SSBSouthState Bank CorpBanks & Savings Institutions3/4—————
STCSTEWART INFORMATION SERVICES CORPInsurance Carriers3/424.5%————
STTSTATE STREET CORPBanks & Savings Institutions3/517.4%————
TBBKBancorp, Inc.Banks & Savings Institutions3/4—————
TRMKTRUSTMARK CORPBanks & Savings Institutions3/4—————
UNMUnum GroupHealth Insurance & Managed Care3/40.3%————
VCTRVictory Capital Holdings, Inc.Brokers, Exchanges & Asset Managers3/324.0%−0.5 pp15.0%——
VLYVALLEY NATIONAL BANCORPBanks & Savings Institutions3/4—————
VOYAVoya Financial, Inc.Life Insurance3/4-4.3%————
VRTSVIRTUS INVESTMENT PARTNERS, INC.Brokers, Exchanges & Asset Managers3/3-4.3%−1.7 pp8.8%——
WAFDWAFD INCBanks & Savings Institutions3/57.3%————
WALWESTERN ALLIANCE BANCORPORATIONBanks & Savings Institutions3/494.5%————
WDWalker & Dunlop, Inc.Consumer & Commercial Lending3/4-3.9%————
WRLDWORLD ACCEPTANCE CORPConsumer & Commercial Lending3/44.9%+0.2 pp4.2%——
WTWisdomTree, Inc.Brokers, Exchanges & Asset Managers3/357.3%+19.2 pp101.5%——
WTFCWINTRUST FINANCIAL CORPBanks & Savings Institutions3/4—————
WTWWILLIS TOWERS WATSON PLCInsurance Brokers3/39.1%+8.0 pp14.3%——
AAMIAcadian Asset Management Inc.Brokers, Exchanges & Asset Managers2/245.3%−6.0 pp———
AGOASSURED GUARANTY LTDInsurance Carriers2/4-30.6%————
AJGArthur J. Gallagher & Co.Insurance Brokers2/324.2%−1.9 pp4.4%——
APOApollo Global Management, Inc.Brokers, Exchanges & Asset Managers2/463.7%————
ARESAres Management CorpBrokers, Exchanges & Asset Managers2/324.3%————
BANCBANC OF CALIFORNIA, INC.Banks & Savings Institutions2/5-60.2%————
BROBROWN & BROWN, INC.Insurance Brokers2/330.4%————
CCITIGROUP INCBanks & Savings Institutions2/514.3%————
COINCoinbase Global, Inc.Consumer & Commercial Lending2/4-18.5%+58.3 pp4.5%——
EBCEastern Bankshares, Inc.Banks & Savings Institutions2/518.8%————
EGBNEAGLE BANCORP INCBanks & Savings Institutions2/4—————
EIGEmployers Holdings, Inc.Property & Casualty Insurance2/4-10.6%————
EQHEquitable Holdings, Inc.Insurance Brokers2/3-29.8%————
FFBCFIRST FINANCIAL BANCORP /OH/Banks & Savings Institutions2/4—————
FITBFIFTH THIRD BANCORPBanks & Savings Institutions2/4—————
GNWGENWORTH FINANCIAL INCLife Insurance2/45.9%————
HASIHA Sustainable Infrastructure Capital, Inc.Holding & Investment Offices2/441.0%————
HTHHilltop Holdings Inc.Banks & Savings Institutions2/4—————
JXNJackson Financial Inc.Life Insurance2/4—+67.7 pp42.3%——
LNCLINCOLN NATIONAL CORPLife Insurance2/412.3%————
MARAMARA Holdings, Inc.Consumer & Commercial Lending2/4-26.7%−407.4 pp-61.1%——
MCMoelis & CoBrokers, Exchanges & Asset Managers2/2—————
NBHCNational Bank Holdings CorpBanks & Savings Institutions2/57.8%————
NBTBNBT BANCORP INCBanks & Savings Institutions2/4—————
NDAQNASDAQ, INC.Brokers, Exchanges & Asset Managers2/320.5%+4.3 pp10.3%——
NICNICOLET BANKSHARES INCBanks & Savings Institutions2/4—————
RGLDROYAL GOLD INCHolding & Investment Offices2/4114.9%+13.3 pp10.0%——
RNSTRENASANT CORPBanks & Savings Institutions2/4—————
SBCFSEACOAST BANKING CORP OF FLORIDABanks & Savings Institutions2/4—————
TFINTriumph Financial, Inc.Banks & Savings Institutions2/4—————
TRUPTRUPANION, INC.Health Insurance & Managed Care2/411.1%+7.4 pp5.8%——
VVISA INC.Business Services2/214.4%−3.8 pp48.5%——
VIRTVirtu Financial, Inc.Brokers, Exchanges & Asset Managers2/419.1%————
WFCWELLS FARGO & COMPANY/MNBanks & Savings Institutions2/58.6%————
WSBCWESBANCO INCBanks & Savings Institutions2/4—————
BBTBeacon Financial CorpBanks & Savings Institutions1/4—————
BLKBlackRock, Inc.Brokers, Exchanges & Asset Managers1/130.6%—11.6%——
CLSKCLEANSPARK, INC.Consumer & Commercial Lending1/3——-30.2%——
CRBGCorebridge Financial, Inc.Life Insurance1/443.6%————
FLGFLAGSTAR BANK, NATIONAL ASSOCIATIONBanks & Savings Institutions1/4—————
HFWAHERITAGE FINANCIAL CORP /WA/Banks & Savings Institutions1/4—————
HOPEHOPE BANCORP INCBanks & Savings Institutions1/4—————
NAVINAVIENT CORPBrokers, Exchanges & Asset Managers1/4—————
RYANRYAN SPECIALTY HOLDINGS, INC.Insurance Brokers1/27.2%−2.8 pp10.3%——
SFNCSIMMONS FIRST NATIONAL CORPBanks & Savings Institutions1/4—————
STEPStepStone Group Inc.Brokers, Exchanges & Asset Managers1/34.0%−92.9 pp———

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.