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weekly

주간 인사이더 리뷰: 01/25 - 02/01

분석 기간: 2026-01-25 ~ 2026-02-01

2026년 2월 1일5분 소요0 views
총매수액 (Total Buy)
$482.1M
124건의 거래
총매도액 (Total Sell)
$395.7M
419건의 거래
매수/매도 비율
0.30
약세 (Bearish)
평균 BQS (Avg BQS)
0.0
0건의 BQS 80+ 거래

주목할 매수 (Top Buys)

클릭하여 상세 분석 표시 (Click to expand)

NONE
👤Goldblatt Ariel
Other
$384,099,800
3,841주 @ $100,000.00
거래 규모 (Size)
매우 큰 거래 규모로 강한 확신을 시사 (Very large transaction, suggesting strong conviction)
직책의 의미 (Role Context)
경영 간부의 거래 (Executive trade)
시그널 판정 (Signal)
강한 Buy 시그널. 자발적인 대형 매수는 내부자의 강한 확신을 나타냄 (Strong Buy Signal)
NONE 상세 보기 (View Details)
THM
👤PAULSON & CO. INC.
Other
$40,000,000
18,018,018주 @ $2.22
NONE
👤Abu Dhabi Investment Authority
Other
$24,999,998
13,986주 @ $1,787.55
UA
👤WATSA V PREM ET AL
Other
$6,337,647
1,022,333주 @ $6.20
UA
👤WATSA V PREM ET AL
Other
$5,219,928
842,481주 @ $6.20

위험 요소 (Risk Factors)

대형 매도 및 주의할 움직임 (Significant Sells)

CALY
👤PEP TG Investments GP LLC
Other
$147,000,000
10,000,000주 @ $14.70
ISRG
📊GUTHART GARY S
Director
$12,987,403
24,500주 @ $530.10
JNJ
📊Duato Joaquin
Director
$11,318,461
51,218주 @ $220.99
JNJ
📊Duato Joaquin
Director
$10,804,432
48,782주 @ $221.48
NNE
👤I Financial Ventures Group LLC
Other
$6,930,079
201,320주 @ $34.42

AI 시장 분석 (AI Market Analysis)

AI에 의한 시장 분석 및 인사이트

Weekly Insider Trading Report: January 25, 2026 - February 1, 2026

Executive Summary

- Overall Activity: The week saw a total of 543 insider transactions (124 buys and 419 sells), with a buy/sell ratio of 0.3, indicating a strong selling sentiment among insiders.

- Total Values: Insiders purchased shares worth approximately $482.07 million while selling shares valued at about $395.69 million.

- Top Buyer: Goldblatt Ariel led the buy transactions with a significant purchase of $384.10 million, which is a noteworthy non-10b5-1 transaction.

- Significant Sells: The highest sell transaction was executed by PEP TG Investments GP LLC, unloading $147 million in shares of CALY, signaling potential underlying concerns with the company.

- Market Sentiment: The prevailing sentiment among insiders leans towards caution, as indicated by the substantial volume of sell transactions relative to buys.

Top Conviction Buys

데이터 출처 및 면책조항 (Disclaimer)

  • 데이터는 SEC Form 4 공개 정보에 기반합니다
  • 10b5-1 플랜: 사전에 설정된 자동 매매 계획(시그널 효과는 제한적)
  • 본 리포트는 정보 제공만을 목적으로 하며, 투자 조언이 아닙니다