DHR
Moving with its group (XLV +2.4%)
- DHR +2.01% on the last session vs SPY −0.25%: +2.3 pts of stock-specific move.
- Earnings Wed before the open: EPS $1.92 expected (20 analysts); it moved ±5.1% on average after its last 8 reports.
- The health care ETF (XLV) +2.4% (+2.7 pts vs SPY): the stock moved with its group.
- 2 analyst actions in the past 10 days (2 positive, 0 negative); latest: Barclays maintained Overweight, raised target $230 → $255.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 2, 2026 | Kevin Hern | House | Sell | $1K–$15K | Sep 25 |
| Aug 31, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 25 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Oct 7, 2025 | Julie Johnson | House | Buy | $1K–$15K | Nov 14 |
| Sep 25, 2025 | Lisa McClain | House | Sell | $1K–$15K | Oct 22 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Third Point (Dan Loeb) | 540,000 | $102.9M | 2.2% | +3% | Q2 2026 |
| Tiger Global (Chase Coleman) | 456,000 | $86.9M | 0.36% | new | Q2 2026 |
| Gates Foundation Trust (Bill Gates) | 373,000 | $71M | 0.21% | — | Q2 2026 |
| Duquesne Family Office (Stanley Druckenmiller) | 50,300 | $9.6M | 0.22% | new | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 25,684 | $4.9M | 0.02% | +1% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tiger Global (Chase Coleman) | New stake | 13F, Q2 2026 | 456,000 | $86.9M | 0.4% | Aug 14 |
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q2 2026 | 50,300 | $9.6M | 0.2% | Aug 14 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q4 2025 | 2,751,245 | $545.5M | Feb 17 | |
| Feb 17, 2026 | Third Point (Dan Loeb) | Added | 13F, Q4 2025 | 550,000 | $125.9M | 1.9% | Feb 17 |
| Nov 14, 2025 | Third Point (Dan Loeb) | Trimmed | 13F, Q3 2025 | 450,000 | $89.2M | 0.1% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves