Among active 13F managers last quarter, 6 opened and 3 added, while 2 reduced; the largest holder to move was Truffle Hound Capital, LLC (−30%). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$326K in open-market trades.
The legs disagree, or only one of them leans.
34 tracked 13F filers disclose a position in CHCI as of the latest SEC 13F filings, a combined $23.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Truffle Hound Capital, LLC | 244K | $3.9M | ▼−30% Reduced · −106K sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 180K | $3.4M | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 178K | $2.8M | ▲+692% Added · +155K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 156K | $2.5M | ▼−23% Reduced · −46K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 136K | $2.2M | ▲+61% Added · +52K sh | Q2 2026 | |
| 6 | Saber Capital Managment, LLC | 80K | $1.3M | ▲+11% Added · +8K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 51K | $964K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 8 | Navellier & Associates Inc | 38K | $601K | ▲+159% Added · +23K sh | Q2 2026 | |
| 9 | Informed Momentum Co LLC | 38K | $600K | ▲New +38K sh | Q2 2026 | |
| 10 | State Street Corp | 32K | $515K | ▲+93% Added · +16K sh | Q2 2026 | |
| 11 | Round Rock Advisors LLC | 25K | $405K | —Held | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 24K | $384K | ▲New +24K sh | Q2 2026 | |
| 13 | GatePass Capital, LLC | 24K | $381K | —Held | Q2 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 23K | $372K | ▲+10% Added · +2K sh | Q2 2026 | |
| 15 | Millennium Management LLC | 21K | $407K | ▲New +21K sh | Q1 2026 | |
| 16 | Bristlecone Value Partners, LLC | 21K | $331K | —Held | Q2 2026 | |
| 17 | Bank Of America Corp | 20K | $383K | ▲+0.1% Added · +24 sh | Q1 2026 | |
| 18 | Citadel Advisors LLC | 15K | $242K | ▼−21% Reduced · −4K sh | Q2 2026 | |
| 19 | Wealthspire Advisors, LLC | 15K | $281K | ▲New +15K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 13K | $247K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 11K | $212K | ▼−23% Reduced · −3K sh | Q1 2026 | |
| 22 | SFMG, LLC | 10K | $160K | —Held | Q2 2026 | |
| 23 | Morgan Stanley | 10K | $181K | ▼−30% Reduced · −4K sh | Q1 2026 | |
| 24 | Jones Financial Companies LLLP | 4K | $62K | —Held | Q1 2026 | |
| 25 | Barclays PLC | 3K | $64K | ▼−12% Reduced · −454 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in CHCI and 3 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Hirsh David Z. | Director | Buy (P) | 600 | $11K |
| May 21, 2026 | Steffan Timothy | Chief Operating Officer | Sell (S) | 13K | $185K |
| Mar 23, 2026 | Steffan Timothy | Chief Operating Officer | Sell (S) | 10K | $152K |
| Aug 20, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 1K | $16K |
| Aug 19, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 3K | $54K |
| Aug 15, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 905 | $14K |
| Aug 14, 2025 | Maccutcheon James A | Director | Sell (S) | 2K | $35K |
| Aug 13, 2025 | Maccutcheon James A | Director | Sell (S) | 4K | $55K |
| Aug 13, 2025 | Guthrie Christopher Michael | Chief Financial Officer & EVP | Sell (S) | 2K | $25K |
| Aug 12, 2025 | Maccutcheon James A | Director | Sell (S) | 1K | $15K |
| Aug 12, 2025 | Guthrie Christopher Michael | Chief Financial Officer & EVP | Sell (S) | 4K | $65K |
| Aug 12, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 5K | $68K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 10 | 9 | – |
Insiders Form 4 open-market | 1 | 1 | -$326K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CHCI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CHCI/capital-change-brief"
Use Arkolith's capital_change_brief for CHCI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CHCI. Filings are public domain, sourced to SEC EDGAR.