Waverly Advisors LLC

Institutional investment in Devon Energy Corporation

3 clusters · 3 sources · last updated 6 days ago

Latest: Institutional investors increase stakes in Devon Energy and Diamondback Energy

Institutional investor activity regarding Devon Energy Corporation has seen significant expansion. While previous filings noted increases from Oppenheimer & Co. Inc. and Westwind Capital, as well as a new position from B

ServiceNow market performance and AI integration

7 clusters · 11 sources · last updated 18 days ago

Latest: ServiceNow sees AI growth as annual contract value exceeds $1 billion

ServiceNow experienced significant market volatility driven by investor concerns regarding the impact of generative AI on its software-as-a-service model. In mid-2026, the company's stock saw a 20% decline as analysts qu

US 401(k) retirement savings optimization

2 clusters · 5 sources · last updated 21 days ago

Latest: Employer 401(k) strategies to improve retirement outcomes

Discussions regarding US retirement savings have focused on optimizing 401(k) plan structures to improve long-term outcomes for employees. Vanguard has proposed a “stretched match” formula, which recommends that employe

Copart Inc. institutional stake increase

3 clusters · 2 sources · last updated 24 days ago

Latest: Copart, Inc. sees increased interest from institutional investors

Following reports in July that Copart Inc. saw an increase in institutional ownership, subsequent SEC 13F filings have detailed specific movements among major investors. While Edgestream Partners L.P. and Waverly Advisor

Hedge fund buying in gold miners

3 clusters · 5 sources · last updated 30 days ago

Latest: Corporate financial updates: Insider sales, earnings shifts, and institutional investments

In late July 2026, hedge funds began adding new stakes in mining-related equities. On 28 July, Rokos Capital Management disclosed a purchase of roughly 220,600 Iamgold shares (≈ $4.2 million) and Rivernorth Capital acqui