Enhanced Market Commentary
Here’s what everyone’s missing: Diversified Trust Co Boosts Stake in Intapp, Inc. (ETF Daily News) and its buys in Glaukos and Icon Plc isn’t just a health-tech fling—it’s a full-blown sprint into illiquid, fast-growing names. Meanwhile, the fund quietly dumps DuPont de Nemours and Parker-Hannifin, admitting that slow-motion industrials are yesterday’s news. Chasing that adrenaline rush can feel genius until the music stops—and that’s when the small-cap arena can get downright brutal.
Now consider Assenagon Asset Management S.A.’s maneuvers: big bets in Equitable Holdings, Insmed, and megabank lines like First BanCorp and AT&T (ETF Daily News). This isn’t just sector juggling—it’s a bet on blue-chip resilience parallel to boutique tech froth. And then there’s the abrupt Zoetis sell-off, a reminder that even defensive biotech can implode under headline fear. When a manager swings from high-beta to legacy telcos, you know volatility is baked into the cake.
So where do you go from here? Stop idolizing yesterday’s winners and start reading those 13Fs like tea leaves—every stake change is a whisper of tomorrow’s momentum. Trim the positions that’ve lagged behind while you can, and size into themes with genuine catalysts: boutique tech breakouts, biopharma reratings, even overlooked telecom dividends. That’s how you surf the next wave instead of wiping out.
📈 Breaking Financial News
Diversified Trust Co Boosts Stake in Intapp, Inc. $INTA
Diversified Trust Co raised its holdings in shares of Intapp, Inc. (NASDAQ:INTA – Free Report) by 5.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,798…
Diversified Trust Co Purchases New Holdings in Glaukos Corporation $GKOS
Diversified Trust Co purchased a new stake in Glaukos Corporation (NYSE:GKOS – Free Report) in the 2nd quarter, HoldingsChannel reports. The fund purchased 4,205 shares of the medical instruments supplier’s stock, valued at approximately $434,000. Several oth…
Diversified Trust Co Grows Stake in Icon Plc $ICLR
Diversified Trust Co raised its holdings in shares of Icon Plc (NASDAQ:ICLR – Free Report) by 6.2% during the second quarter, HoldingsChannel.com reports. The firm owned 3,059 shares of the medical research company’s stock after buying an additional 179 share…
Diversified Trust Co Sells 2,113 Shares of DuPont de Nemours, Inc. $DD
Diversified Trust Co decreased its position in DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 26.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,003 shares of the basic materia…
Diversified Trust Co Sells 318 Shares of Parker-Hannifin Corporation $PH
Diversified Trust Co lessened its position in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 30.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 720 shares of the industri…
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🔍 Market Analysis & Insights
Diversified Trust Co Acquires 1,311 Shares of Bath & Body Works, Inc. $BBWI
Diversified Trust Co raised its holdings in Bath & Body Works, Inc. (NYSE:BBWI – Free Report) by 9.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,620 shares of the company’s stock after buy…
Assenagon Asset Management S.A. Grows Stock Holdings in Equitable Holdings, Inc. $EQH
Assenagon Asset Management S.A. boosted its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 27.5% during the second quarter, Holdings Channel.com reports. The firm owned 105,004 shares of the company’s stock after acquiring an addit…
Assenagon Asset Management S.A. Has $6.58 Million Stock Holdings in First BanCorp. $FBP
Assenagon Asset Management S.A. increased its holdings in shares of First BanCorp. (NYSE:FBP – Free Report) by 89.8% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 315,805 shares of the…
Diversified Trust Co Makes New Investment in Houlihan Lokey, Inc. $HLI
Diversified Trust Co acquired a new position in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 3,203 shares of the financial services provider’s stock, valued at…
Assenagon Asset Management S.A. Purchases 29,956 Shares of Assurant, Inc. $AIZ
Assenagon Asset Management S.A. lifted its position in shares of Assurant, Inc. (NYSE:AIZ – Free Report) by 690.7% during the second quarter, Holdings Channel.com reports. The institutional investor owned 34,293 shares of the financial services provider’s sto…
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💰 Investment Opportunities
Assenagon Asset Management S.A. Grows Stock Position in Insmed, Inc. $INSM
Assenagon Asset Management S.A. lifted its holdings in Insmed, Inc. (NASDAQ:INSM – Free Report) by 84.5% during the 2nd quarter, Holdings Channel.com reports. The firm owned 73,404 shares of the biopharmaceutical company’s stock after buying an additional 33,…
Assenagon Asset Management S.A. Takes Position in HCI Group, Inc. $HCI
Assenagon Asset Management S.A. acquired a new stake in HCI Group, Inc. (NYSE:HCI – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 48,942 shares of the insurance provider’s stock, valued at approximately $…
Assenagon Asset Management S.A. Has $8.88 Million Stock Holdings in AT&T Inc. $T
Assenagon Asset Management S.A. lifted its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 3.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 306,856 shares of the technology company’s stock after buying an additional 10,485 sh…
Assenagon Asset Management S.A. Buys 18,890 Shares of Rush Street Interactive, Inc. $RSI
Assenagon Asset Management S.A. raised its stake in shares of Rush Street Interactive, Inc. (NYSE:RSI – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fun…
Zoetis Inc. $ZTS Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. decreased its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 59.9% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 57,896 shares of the company’s stock after selling 86,357 shares during the quarter.…
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