First up, Control Empresarial de Capitales S.A., the Mexican investment firm known for its deep pockets and strategic plays, just scooped up 100,000 shares of PBF Energy Inc $PBF.
That’s a $2.9 million bet on the refiner, and it raises eyebrows as energy stocks continue their promising climb into the first weeks of 2025.
Here’s The Hot Corner, with data from January 24, 2025:
Meanwhile, John C. Malone has added to his stake in The Liberty Braves Group $BATRA.
Malone grabbed 33,600 shares, reinforcing his commitment to the company behind the Atlanta Braves franchise.
Let’s kick off with UnitedHealth Group $UNH, where Director Timothy P. Flynn made waves by purchasing 1,000 shares, a buy worth $511,575.
That’s a confident signal from inside one of the healthcare giants.
Here’s The Hot Corner, with data from January 22, 2025:
Meanwhile, over at Home BancShares $HOMB, Chairman, CEO, and Co-Founder John W. Allison put his money where his mouth is, snapping up 10,000 shares.
That’s a bold vote of confidence from the man who built the bank from the ground up.
The stock has carved out a massive base for the last eight years. Price is pressing against the top of the range as buyers work on absorbing all the overhead supply at this resistance zone:
If we get a decisive breakout above 30, the path of least resistance will switch higher.
Today’s standout insider activity comes from Neogen Corporation $NEOG.
Both the CEO and CFO filed Form 4s, reporting significant purchases of their company’s stock.
When the company’s top executives—the strategic decision-maker (CEO) and the financial steward (CFO)—make simultaneous moves, it’s a signal worth noting.
These leaders have valuable insights into the company’s numbers, projections, and future direction.
Here’s The Hot Corner, with data from January 16, 2025:
Control Empresarial De Capitales SA revealed an additional $2.8 million investment in PBF Energy, increasing its ownership stake to an impressive 25.17%.
Last but not least, Broadwood Partners disclosed the acquisition of 29,376 shares of STAAR Surgical Company $STAA, valued at $630,838.
EcoR1 Capital, a biotech-focused hedge fund, made waves today with a substantial Form 4 filing.
The fund reported a purchase of $2,278,811 worth of Zymeworks $ZYME, increasing its ownership stake to 22.61%.
It’s worth noting that EcoR1 has a strong track record of identifying winners in the biotech space, often making concentrated bets on companies with transformative pipelines or innovative therapies.
Here’s The Hot Corner, with data from January 15, 2025:
On another note, Phillip Frost, CEO of OPKO Health Inc $OPK, disclosed the acquisition of 500,000 shares, continuing a pattern of insider buying.
Today’s standout transaction is a Form 4 filing by Director Robert Niblock, who made a bold statement with the purchase of 3,000 Lamb Weston Holdings Inc $LW shares, for a cost of $182,818.
Here’s The Hot Corner, with data from January 14, 2025:
Meanwhile, Senator John Boozman of Arkansas has also caught our attention, reporting a buy in an amount between $1,000 and $15,000 in Applied Materials $AMAT, a key player in the semiconductor equipment space.
The most eye-catching insider move today comes from Darsana Capital Partners, which disclosed a 5.30% stake in EchoStar Corporation $SATS via a 13G filing.
Darsana, a hedge fund known for its sharp plays, seems to have spotted something compelling in this satellite communications player.
With top holdings like HCA Healthcare $HCA, Guidewire Software $GWRE, and Hilton Worldwide $HLT, this is a fund that knows how to pick winners—making its move into SATS worth paying attention to.
Here’s The Hot Corner, with data from January 13, 2025:
In a notable 13G filing, Point72 Asset Management disclosed a 5.00% stake in Array Technologies $ARRY, signaling growing investor interest in the company.
Carl Icahn tops today’s list with a significant transaction in CVR Energy $CVI disclosed via a Form 4 filing.
Icahn purchased 878,212 CVI shares for approximately $16 million.
CVR Energy is one of Icahn’s top holdings, and this move underscores his long-term conviction in the company. It also reinforces his influence in the energy sector.
There’s interesting institutional activity on today’s list too, with Think Investments submitting a 13G filing for TaskUs Inc $TASK.
The filing disclosed an initial ownership stake of 16.90%, signaling the firm’s bullish outlook on TaskUs and its potential.
Here’s The Hot Corner, with data from January 10, 2025:
In another Form 4 filing, Ecor1 Capital revealed a purchase of $2,974,818 in Zymeworks Inc $ZYME.