About
Following the investors who don't just buy stocks: they change companies.
Activist investors buy significant stakes in public companies and then push for change: new directors, a new strategy, buybacks, a spin-off, sometimes a sale of the whole business. When they move, boards listen and markets often follow. The Activist Investor Insider exists to show, every two weeks, which activists have been buying and exactly where.
Why activists?
Most fund managers trade quietly. Activists can't: once they own more than 5% of a company with intent to influence it, U.S. law requires them to say so publicly within days, and to explain why. That makes their buying among the most transparent and closely watched in the market. The trouble is that the information is scattered across thousands of filings in formats built for regulators, not readers.
What we do
We read the Schedule 13D, Form 4 and 13F filings of the activists we track, turn each one into a dated move with shares and value, and rank the investors by how much they disclosed buying in the period. Each edition is a single table: rank, investor, fund, company, ticker, shares, value and date, with a link to the filing behind every row. The methodology explains every rule.
How it started
The newsletter began in 2024 as a hand-built spreadsheet. It has since been rebuilt from the ground up on primary data: every edition is now generated directly from SEC EDGAR filings, with a closing-price feed used only to value filings that report shares but not dollars, and every row links to its source.
Free and Premium
The newsletter is free, and free readers see ranks 6–10 of every edition. In a quiet window, the lower ranks unlock with the rest of the edition. Premium subscribers also see ranks 1–5 on publication day, along with highlights and holdings snapshots. Every edition becomes free in full 30 days after it publishes, so the archive is open to everyone.
What we are not
We are not financial advisers, and nothing we publish is a recommendation to buy or sell anything. We report what activists have disclosed; what you do with it is your call. Read the full disclaimer.
Get in touch
Questions, corrections or partnership ideas: activistinvestorinsider@gmail.com, or use the contact form.