Signals

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☆CHAR

25 in-universe funds with a nonzero position in CHAR within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-27 8-K Item(s) 1.01, 2.03, 3.02, 9.01
2026-08-05 8-K Item(s) 1.01, 2.03, 3.02, 7.01, 9.01
2026-07-28 8-K Item(s) 5.02, 9.01
2026-06-26 8-K Item(s) 8.01
2026-05-27 8-K Item(s) 3.01, 7.01, 9.01 -- negative
2026-04-27 8-K Item(s) 1.01, 2.03, 3.02, 7.01, 9.01
2026-04-21 8-K Item(s) 3.01, 7.01, 9.01 -- negative
2026-03-27 8-K Item(s) 5.02
2026-02-05 8-K Item(s) 5.02
2025-05-19 8-K Item(s) 5.01, 8.01, 9.01

Flow ranking

Rank#2945
Score / z0.000 / -0.00
Consensus5.74 over 17 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-27 8-K 1.01, 2.03, 3.02, 9.01
2026-08-05 8-K 1.01, 2.03, 3.02, 7.01, 9.01
2026-07-28 8-K 5.02, 9.01
2026-06-26 8-K 8.01
2026-05-27 8-K 3.01, 7.01, 9.01
2026-04-27 8-K 1.01, 2.03, 3.02, 7.01, 9.01
2026-04-21 8-K 3.01, 7.01, 9.01
2026-03-27 8-K 5.02
2026-02-05 8-K 5.02
2025-05-19 8-K 5.01, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Karpus Management, Inc. CIK 0001048703 0.623 233 14.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆First Trust Capital Management L.P. CIK 0001604488 0.044 161 8.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆MIZUHO SECURITIES USA LLC CIK 0000812291 0.787 684 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 7.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 7.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR Arbitrage LLC CIK 0001167456 0.150 634 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ATW SPAC MANAGEMENT LLC CIK 0001878495 0.017 152 2.9 3.6% 2 -1.2 pp +3.6 pp +3.6 pp +3.6 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Westchester Capital Management, LLC CIK 0001512805 0.333 300 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warberg Asset Management LLC CIK 0001597506 0.000 145 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Radcliffe Capital Management, L.P. CIK 0001218275 0.128 450 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEIGHTS CAPITAL MANAGEMENT, INC CIK 0001081698 0.005 323 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CHAR). Qtrs Held counts distinct quarters this fund has actually held CHAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CHAR position size. Δ columns are the percentage-point change in CHAR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status