SS&Cテクノロジーズ・ホールディングスに関するコメント

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $Reata Pharmaceuticals(RETA.US)$ +54.02%
2. $ロク(ROKU.US)$ +31.41%
3. $TALエデュケーション(TAL.US)$ +24.42%
4. $シャオペン(XPEV.US)$ +15.68%
5.$ビリビリ(BILI.US)$ +15.25%
6. $アイチーイー(IQ.US)$ +13.26%
7. $スカイウエスト(SKYW.US)$+12.33%
Gap Downs
1. $エンフェーズ・エナジー(ENPH.US)$ -0.15%
2. $ジュニパーネットワークス(JNPR.US)$ -6.94%...

Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter.
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$スカイワークス・ソリューションズ(SWKS.US)$ and $ジャズ・ファーマシューティカルズ(JAZZ.US)$
Stake Disposals:
$メタ・プラットフォームズ(META.US)$
...

Upgrades
• $オートネーション(AN.US)$ : Seaport Global Upgrades to Buy from Neutral - PT $180
• $Activision Blizzard(ATVI.US)$ : MoffettNathanson Upgrades to Outperform from Market Perform
• $シオン・インベストメント(CION.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $9.50 (from $11.50)
• $SVB Financial(SIVB.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $430 (from $462)
• $トラベラーズ(TRV.US)$ : Raym...

Overall order flow was mixed on Wednesday, likely leaned net bearish on the day. Hedge funds and momentum players continue to chase $アップル(AAPL.US)$ higher for some exposure ahead of earnings. Institutional put sweepers were a bit more aggressive than we've been seeing in selective names but it is hard to put much weight on the put action during a monthly expiration week and the start of earnings season.
Similar to market breadth, the flow has been pretty...