Overview
Activity featured large clustered sales in energy, industrial, and technology names, while buying was focused in gold mining, financial services, and selected software stocks.
High Signal
MESO — George Gregory accumulated $17.6M in MESOBLAST LTD shares over 11 filings between 2026-04-04 and 2026-04-10. This included a rapid build-up of position (+50% in holdings from a single 4M share purchase), followed by ongoing purchases, with acquisitions continuing even after the initial surge. (first recorded purchase). One of the largest cluster insider buys in this period.
RPAY — L.P. Forager Fund and affiliates (including LLC Forager Capital Management, Kissel Edward Urban, and MacArthur Robert Symmes) purchased a combined $7.1M in Repay Holdings Corp over 7 filings between 2026-03-25 and 2026-04-09. This group steadily added shares with multiple purchases, as stocks entered a modest price dip (-5% over 4 weeks at the time of some purchases). Four distinct buyers in this cluster. Holdings grew sequentially with each buy.
Notable Buys
HYMC — HYCROFT MINING HOLDING CORP saw ongoing purchases.
- Sprott Eric purchased $7.7M (2 filings, newest positions). 2 other insiders also purchased in the last 30 days.
- 2176423 Ontario Ltd. accumulated $7.7M (2 filings, 17th largest buy out of 29 for this filer). Holding pct change was negligible, but sustained add-ons and additional insiders reinforce conviction.
- Sprott Eric purchased $7.7M (2 filings, newest positions). 2 other insiders also purchased in the last 30 days.
- 2176423 Ontario Ltd. accumulated $7.7M (2 filings, 17th largest buy out of 29 for this filer). Holding pct change was negligible, but sustained add-ons and additional insiders reinforce conviction.
BETR — Better Home & Finance Holding Co saw extensive buying activity by VC and management groups including Framework Ventures IV L.P., Framework Ventures Management LLC, Framework Ventures IV GP LLC, Spencer Vance, Anderson Michael Ernest, and Inc. Framework Labs. Each acquired $1.8M in the shares (8 filings each, midrange in their buy history). There was notable participation by at least 12 different insiders over the month, with an overall 5.7% increase in holdings.
ENR — ENERGIZER HOLDINGS, INC. was bought by institutional investors Ltd. Aqua Capital, Ltd. Durango Capital, Brinza International Corp, Fundacion Barniz, Fundacion Omerinta, and Diez Ramirez Alfredo Jose, each acquiring $251K (single first purchase for each). While position sizes are modest, six distinct buyers initiated positions simultaneously.
Notable Sells
MNR — MACH NATURAL RESOURCES LP saw major selling by two entities, IKAV General Partner S.a r.l. and VEPU Inc., who each sold a combined $71.2M in shares across multiple filings dated 2026-04-08. Positions were reduced by approximately 18%, with sequential follow-up sales observed. Selling occurred as the stock likely remained near highs for the period. No other insider activity was reported in the last 30 days.
WTTR — "Select Water Solutions, Inc." was subject to broad-based institutional selling, with Crestview group affiliates (L.P. Crestview Partners II GP, LLC Crestview Partners II SES Investment B, LLC Crestview Partners II SES Investment, L.L.C. Crestview Advisors) collectively selling $93.8M. Each affiliate executed multiple 100% reductions to their positions on 2026-04-08. This represents a coordinated exit across entities.
DBD — DIEBOLD NIXDORF, Inc witnessed coordinated sales by Millstreet Capital Management LLC, Connolly Brian D, and Kelleher Craig, totaling $98.9M in combined sells (spanning multiple filings each, 2nd largest sales in their respective histories). About 7.7% of holdings were trimmed as share prices remained elevated.
ESLT — ELBIT SYSTEMS LTD insiders, including President and CEO Machlis Bezhalel and several Executive Vice Presidents (Sabag Oren Yaacov, Delmar Haim Daniel, Ariel Jonathan, Shmuely Yoram, Kril Ran, Vered Yehuda), collectively sold $55.9M on 2026-04-09. Most sales were total exits (100% reductions), indicating a significant change in management's exposure.
RDW — Redwire Corp experienced a series of sales by Llc Ae Red Holdings, Michael Robert Greene, David H. Rowe, LP Ae Industrial Partners affiliates, Llc Aeroequity Gp, and LP Edge Autonomy Ultimate Holdings, totaling $13.2M in aggregate value via repeat transactions on 2026-04-08 and 2026-04-09. Group sales came amidst negligible holding percentage change, suggesting partial trims by major holders.
Patterns
- Energy sector witnessed heavy selling, with large value reductions in both oil exploration and energy services names.
- Multiple notable buy clusters appeared in the materials (gold mining) and technology (software) sectors, concentrated around periods of recent price dips up to -5%.
- Three tickers (HYMC, BETR, ENR) experienced 2+ insiders accumulating shares in concert, signaling cluster conviction.
Close
Top buy tickers by $ value: MESO $17.6M, HYMC $7.7M, RPAY $7.1M.
Top sell tickers by $ value: DBD $98.9M, WTTR $93.8M, MNR $71.2M.