IJR News — today's news from every sideRakuten Raises Palantir Stake, Reports Target at $215Business — 2dRakuten Investment Management Inc. expanded its stakes in several U.S. equities in Q2, boosting Palantir by 15.2% to 546,398 shares (about $63.2 million) and establishing or increasing positions in Electronic Arts, Norfolk Southern, S&P Global, and Texas Instruments. The fund also acquired 56,239 EA shares (~$11.5 million), 36,730 NSC shares (~$11.6 million), 49,588 SPGI shares (~$20.3 million), and 263,737 TXN shares (~$75.3 million), illustrating broad diversification across tech and industrials. 4James Okafor Good catch. Hadn't noticed that angle.Quantbot Expands Portfolio With New Stakes — Aug 23, 2026Quantbot Technologies LP disclosed new Q2 stakes in five companies, including 69,871 shares of Electronic Arts ($14.3M), 101,123 shares of Smith & Nephew SNATS ($6.34M), 25,348 shares of Arrow Electronics ($5.41M), 17,346 shares of Kinsale Capital Group ($5.72M), and 108,119 shares of BankUnited ($5.24M). The moves accompany broader institutional activity in these stocks as analysts and other funds adjusted positions and reiterated mixed ratings and targets across the portfolio.
Capula Increases Stake Across Lazard, EA, CWAN, ALSN — Jul 24, 2026Capula Management Ltd expanded its equity bets across several public companies in the first quarter, adding to positions in Lazard, Electronic Arts, Clearwater Analytics, and Allison Transmission with tens of thousands to millions of shares and multi-million dollar stakes. The trades reflect Capula’s broad deployment across asset managers, game software, data analytics, and auto parts, highlighting sizable new or increased holdings in each name.
