Forsta AP Fonden acquired 18,700 shares of Hyatt Hotels Corporation valued at approximately $2.29 million during the first quarter. Hyatt Hotels reported earnings per share of $0.68, exceeding analyst estimates, with revenue of $1.81 billion for the quarter. The company announced a quarterly dividend of $0.15 per share, payable on September 10th. Other hedge funds including Principal Financial Group, Alyeska Investment Group, Deutsche Bank, Bank of Nova Scotia, and GAMMA Investing LLC also adjusted their holdings in the company. Major shareholder Hotels Corp Hyatt acquired 996,587 shares at $13.50 per share, increasing its ownership by 0.86%. A director sold 1,600 shares at $135.00, reducing their position by 4.06%. Hyatt has a market cap of $13.43 billion, a PE ratio of 33.41, and a dividend yield of 0.4%. Wall Street analysts have issued varied ratings, with Raymond James upgrading to 'strong-buy' and a $165.00 target price, while Morgan Stanley downgraded its price target to $112.00. The company operates globally in hospitality through owned, leased, franchised, and managed properties.

Virtu Financial LLC acquired 7,986 shares of Axsome Therapeutics, Inc. (NASDAQ:AXSM) during the first quarter of 2025, valuing the stake at approximately $931,000, as disclosed in its 13F filing with the SEC. Axsome reported a quarterly revenue of $150.04 million, exceeding expectations, and an EPS of ($0.92), surpassing the consensus estimate of ($1.00). Analysts have upgraded ratings, with target prices ranging from $150.00 to $190.00, and the average rating is 'Buy' with a consensus target price of $178.00. Key institutional investors including Principal Financial Group, Penserra Capital, UBS AM, Trek Financial, and Edgestream Partners adjusted their holdings. Hedge funds collectively own 81.49% of the company's stock. The company has a market cap of $5.46 billion, a negative P/E ratio of -21.58, and operates in biopharmaceuticals with products for CNS disorders such as Auvelity and Sunosi. Insiders, including COO Mark L. Jacobson and a director, have sold significant shares over the past ninety days, reducing their ownership by 22.30% of the total stock.

Connor Clark & Lunn Investment Management Ltd. reduced its stake in Option Care Health, Inc. by 41.5% in the first quarter, selling 163,654 shares and now holding 230,365 shares worth $8.05 million, representing 0.14% of the company's total shares. Other hedge funds such as Compass Wealth Management LLC, Bessemer Group Inc., Principal Financial Group Inc., Wealth Enhancement Advisory Services LLC, and GAMMA Investing LLC adjusted their positions, with some increasing holdings significantly. Option Care Health reported a 15.4% year-over-year revenue increase to $1.42 billion, with earnings per share of $0.41 and a net margin of 3.93%. The company's stock trades at $28.53 with a market cap of $4.63 billion. Analysts have issued various ratings, with a consensus 'Moderate Buy' and target price of $35.75. The company offers home and alternate site infusion services in the United States for chronic conditions including heart failure, Crohn's disease, psoriasis, and rheumatoid arthritis.

Vanguard Group Inc. reduced its stake in Simpson Manufacturing Company, Inc. (NYSE:SSD) by 0.7% in the first quarter, ending with 4,177,097 shares representing approximately 9.95% ownership valued at $656.14 million. Other institutional investors showed varied activity: Principal Financial Group increased its stake by 0.4%, GAMMA Investing LLC by 163.7%, Wealth Enhancement Advisory Services LLC by 708.0%, the State of Alaska Department of Revenue by 2.8%, and Blue Trust Inc. by 1,070.0%. Corporate insider EVP Jeremy Gilstrap sold 2,500 shares at $178.27, reducing his ownership by 24.29% to 7,794 shares valued at $1.39 million. Sell-side analysts at DA Davidson raised their price target to $185.00 and maintained a 'neutral' rating. Simpson Manufacturing reported strong quarterly earnings of $2.47 EPS and $631.06 million in revenue, exceeding expectations, with a 14.53% net margin and 17.72% return on equity. The company declared a $0.29 quarterly dividend, yielding 0.6% annually, with a payout ratio of 14.80%. The stock has a market cap of $8.09 billion, a P/E ratio of 24.80, and a debt-to-equity ratio of 0.18. The company designs, engineers, and sells structural products for wood, concrete, and steel construction.

Zions Bancorporation National Association UT acquired 1,977 shares of American Tower Corporation (NYSE:AMT) valued at approximately $430,000 as part of its investment in the real estate investment trust (REIT). CEO Juan Font sold 720 shares at $208.33, reducing his ownership by 2.98% and leaving him with 23,425 shares valued at $4.88 million. The company reported a quarterly EPS of $2.60, exceeding expectations, and announced a $1.70 per share dividend, resulting in an annualized yield of 3.3%. Revenue declined 9.4% year-over-year to $2.63 billion, with a net margin of 12.60% and return on equity of 24.85%. Institutional investors including Vanguard, Cohen & Steers, Capital Research Global Investors, Deutsche Bank, and Principal Financial Group adjusted their holdings. Analysts provide a range of buy ratings with a consensus target price of $243.88, though market sentiment remains cautious due to a high payout ratio and elevated P/E ratio.