[ORGANIZATION]
Waverly Advisors LLC
Featured in 4 tracked stories · first seen
Situations
Hedge fund buying in gold miners
2 clusters · 3 sources · last updated
Latest: Hedge funds increase holdings in gold miners AngloGold Ashanti and Aura Minerals
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
Copart Inc. institutional stake increase
2 clusters · 2 sources · last updated
Latest: Copart Inc. gains sizable stakes from Edgestream Partners and Waverly Advisors
The first snapshot on July 1 reported that Copart Inc. had seen an increase in institutional ownership, though it gave no specifics. By July 28, detailed filings showed that Edgestream Partners L.P. raised its holding by
ServiceNow AI concerns and fintech investment
4 clusters · 9 sources · last updated
Latest: ServiceNow reports 24% revenue growth and launches $40 million autonomous banking investment
In early July 2026 ServiceNow’s shares fell about 20% as analysts questioned the impact of generative AI on the company’s SaaS model. Despite the dip, several institutional investors increased their positions, while insi
Also covered in
-
Pearce Financial adds $143 million to Osaic amid multiple advisory M&A moves
[BUSINESS] · 6 sources ·