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/CHH/capital-change-brief"
Use Arkolith's capital_change_brief for CHH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $334.9M | 3.2M | ▼−7.0% Reduced · −243K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $333.5M | 3.2M | ▲+8.2% Added · +244K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $222.7M | 2.2M | ▲+0.2% Added · +5K sh | Q1 2026 | |
| 4 | BALYASNY ASSET MANAGEMENT L.P. | $121.3M | 1.2M | ▲20× Added · +1.1M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $113.1M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $110.7M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 7 | Voss Capital, LP | $100.1M | 968K | ▲New +968K sh | Q1 2026 | |
| 8 | Boston Trust Walden Corp | $96.3M | 931K | ▼−6.1% Reduced · −61K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $94.8M | 916K | ▲+78% Added · +402K sh | Q1 2026 | |
| 10 | UBS Group AG | $92.6M | 894K | ▲+126% Added · +499K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $75.9M | 733K | ▲+3.4% Added · +24K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $63.4M | 613K | ▼−2.4% Reduced · −15K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $53.1M | 513K | ▲+13% Added · +58K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $50.0M | 483K | ▼−5.8% Reduced · −30K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $44.4M | 429K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $38.7M | 374K | ▲+118% Added · +202K sh | Q1 2026 | |
| 17 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $37.2M | 359K | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 18 | NORGES BANK | $28.9M | 303K | ▲10× Added · +274K sh | Q4 2025 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.3M | 274K | ▲+6.7% Added · +17K sh | Q1 2026 | |
| 20 | Erste Asset Management GmbH | $27.3M | 270K | ▲+8.0% Added · +20K sh | Q1 2026 | |
| 21 | Quantinno Capital Management LP | $26.7M | 258K | ▲+36% Added · +68K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $26.4M | 255K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $24.8M | 240K | ▲+5.0% Added · +11K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $23.1M | 223K | ▲+36% Added · +58K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $23.0M | 222K | ▼−5.5% Reduced · −13K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Smith Gordon | Director | Grant (A) | 23 | $2K |
| Jul 15, 2026 | Ramirez Sanchez Raul | Chief Seg & Intl Op Officer | Grant (A) | 9 | $963 |
| Jul 15, 2026 | VIEIRA DONNA F | Director | Grant (A) | 3 | $361 |
| Jul 15, 2026 | Cimerola Patrick | Chief Human Resources Officer | Grant (A) | 75 | $8K |
| Jul 15, 2026 | TAGUE JOHN P | Director | Grant (A) | 69 | $7K |
| Jul 15, 2026 | Koch Monte JM | Director | Grant (A) | 35 | $4K |
| Jul 15, 2026 | Maureen Sullivan | Director | Grant (A) | 29 | $3K |
| Jul 15, 2026 | Landsman Liza | Director | Grant (A) | 21 | $2K |
| Jul 15, 2026 | JEWS WILLIAM L | Director | Grant (A) | 17 | $2K |
| Jul 15, 2026 | SHAMES ERVIN R | Director | Grant (A) | 110 | $12K |
| Jun 22, 2026 | Landsman Liza | Director | Gift (G) | 1K | $0 |
| Jun 16, 2026 | Oaksmith Scott E | SVP, Chief Financial Officer | Sell (S) | 2K | $230K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 104 funds | $42.4B |
| AMAZON.COM INCAMZN | 103 funds | $34.5B |
| ALPHABET INC-CL AGOOGL | 102 funds | $28.2B |
| NVIDIA CORPNVDA | 101 funds | $63.5B |
| ALPHABET INC-CL CGOOG | 101 funds | $21.3B |
| COSTCO WHOLESALE CORPCOST | 101 funds | $8.1B |
| APPLE INCAAPL | 100 funds | $53.6B |
| ELI LILLY & COLLY | 100 funds | $11.6B |
| VISA INC-CLASS A SHARESV | 100 funds | $9.6B |
| MASTERCARD INC - AMA | 100 funds | $7.6B |
| APPLIED MATERIALS INCAMAT | 100 funds | $6.1B |
| LAM RESEARCH CORPLRCX | 100 funds | $4.9B |
Ranked by how many of CHH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CHH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.