7 names are moving together; 43% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| BAM | Brookfield Asset Management Inc | Financial Services | +0.9% | 2/9 observed active sessions |
| BLK | BlackRock, Inc. | Financial Services | -0.8% | 2/9 observed active sessions |
| BN | Brookfield Corporation | Financial Services | +1.2% | 1/9 observed active sessions |
| BNT | Brookfield Wealth Solutions Ltd | Financial Services | +1.1% | 1/9 observed active sessions |
| VCTR | Victory Capital Holdings, Inc. | Financial Services | +0.3% | 1/9 observed active sessions |
| FHI | Federated Hermes, Inc. | Financial Services | +0.7% | 5/9 observed active sessions |
| APAM | Artisan Partners Asset Manageme | Financial Services | -1.0% | 7/9 observed active sessions |
Cohort
7 namesParticipation
43% this sessionObserved history
18 daily buildsFiling coverage
5/7 memberscredit / rates affecting interest expense
“The increase was primarily driven by higher Fee-Related Earnings, partially offset by a decrease in investment and other income due to higher interest expense on our corporate borrowings, lower interest earned on our deposit with BN, and higher cash taxes on Fee-Related Earnings.”
BAM 10-Q
restructuring affecting expense
“Intangible Asset Related expense decreased $65.9 million primarily due to the June 30, 2024 impairment of an indefinite-lived intangible asset related to the FHL right to manage public fund assets.”
FHI 10-Q
credit / rates
“This was only a change to the rate index used for future borrowings under the Credit Agreement due to the discontinuance of LIBOR in the market and was not an amendment to the Credit Agreement.”
FHI 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
BLKsupplier · Not moving with the group now
Filing receipt · PFG / BLK
“For CMBS and non-agency RMBS, Blackrock Solutions undertakes the modeling of those NAIC designations.”
BLK · supplier
BLKinvestee · Moving with the group now · 115 min observed
Filing receipt · CRCL / BLK
“The Circle Reserve Fund is managed by BlackRock.”
BLK · investee
BLKcustomer · Not moving with the group now
Filing receipt · MSCI / BLK
“For the three months ended March 31, 2026, our largest client organization by revenue, BlackRock, accounted for 11.7% of our consolidated operating revenues, with 96.0%…”
BLK · customer
BAMinvestee · Not moving with the group now
Filing receipt · NVT / BAM
“27 On January 30, 2025, we completed the sale of Thermal Management business to BCP VI Summit Holdings LP (as assignee of BCP Acquisitions LLC), an affiliate of funds ma…”
BAM · investee
BLKcompetitor · Not moving with the group now
Filing receipt · SEIC / BLK
“Competitors for our asset management services may include in-house investment teams and global asset management firms, such as LPL Financial and BlackRock.”
BLK · competitor