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2 clusters · 4 sources · 8 days · First seen · Last updated

Categories: BUSINESS

Institutional investors adjust tech holdings

Entities: Baidu, Inc. · Zoom Communications Inc. · Caerus Investment Advisors LLC · Northwestern Mutual Wealth Management Co. · Principal Financial Group Inc.

Overview

In late July 2026, institutional investors disclosed new positions in major technology firms, with Weiss Asset Management buying a $7.1 million stake in Baidu and Gibbs Wealth Management acquiring a $477,000 holding in Intel. By early August, the pattern of rebalancing continued: Principal Financial Group sharply reduced its Elastic stake, while Optiver Holding more than doubled its Baidu position, adding roughly $6.7 million of shares. The snapshots together illustrate ongoing, active management of technology‑sector exposures by U.S. and Chinese‑focused investors, featuring both fresh purchases and selective divestments across leading tech companies.

Timeline

  1. 1 day ago

    [BUSINESS] 2 sources
    Institutional Investors Adjust Holdings in Elastic and Baidu Stocks

    Principal Financial Group slashed its Elastic stake by 95%, while Optiver Holding more than doubled its Baidu position, reflecting notable shifts among institutional investors in two tech stocks.

  2. 9 days ago

    [BUSINESS] 4 sources
    Institutional investors add new stakes in Baidu and Intel

    Weiss Asset Management bought 64,000 Baidu shares (~$7.1 M) and Gibbs Wealth Management bought 10,819 Intel shares (~$477 k) in Q1 13‑F filings.

Sources

alphabetastock.com · mommygearest.com · seekingalpha.com · stocknews.com