Sarasin & Partners LLP

Institutional investors reshuffle US stock holdings

2 clusters · 3 sources · last updated 1 day ago

Latest: Institutional investors boost holdings in Home Depot and D.R. Horton

In early August 2026, several large asset managers altered their positions in U.S. publicly traded companies. Amundi cut its stake in Dollar Tree by nearly 29%, while Arrowstreet Capital increased its holding in LendingT

Thermo Fisher institutional stake shifts

2 clusters · 2 sources · last updated 2 days ago

Latest: Thermo Fisher Scientific stake rises as Sarasin & Partners adds shares; UMB Financial director sells stock

In late July 2026 First Trust Advisors LP disclosed a 37.9% reduction in its Thermo Fisher Scientific holdings, trimming its position to about 43,500 shares valued at roughly $21 million, and the company’s chief operatin

Ross Stores share ownership changes

2 clusters · 2 sources · last updated 2 days ago

Latest: Ross Stores and Recursion Pharmaceuticals report insider share sales

In early August 2026, Renaissance Technologies LLC acquired about 41,300 shares of Ross Stores, Inc., valued at roughly $8.95 million, as the retailer reported earnings of $2.02 per share on $6.01 billion revenue. At the

Netflix stock valuation debate

2 clusters · 6 sources · last updated 2 days ago

Latest: Institutional investors adjust stakes in Fortinet, Netflix, NRG Energy

Analysts on 2 August 2026 projected a dramatic 268 % jump for Netflix, targeting $270.75 on the back of strong Q1 revenue, advertising growth and an upgraded free‑cash‑flow outlook, even as the stock lagged short‑term mo