Money Mediary – April 1, 2025

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April 01, 2025

Today's Top Insider Moves That Matter

Markets leaned bullish today with broad strength across technology, communication services, and consumer cyclical sectors. Semiconductors, software infrastructure, and internet content led the rally, while healthcare—particularly big pharma—saw notable red. Financials remained mixed, with weakness in banks and credit services despite selective gains in asset managers.

Insiders, however, told a more nuanced story. Tech executives—flush from price strength—continued light selling, while high-conviction buys came from leadership in financials, REITs, and pet retail. Cluster activity concentrated around beaten-down sectors, suggesting insiders are eyeing value where the market remains cautious. If today’s trading reflected momentum, insider filings pointed to positioning for both near-term turns and long-term recovery bets.

Let’s dive into the insider moves that actually matter.

Biggest Insider Sales

🏢 Enact Holdings $ACT ( ▼ 1.78% ) – $19.6M Offload from a Strategic Seller

  • Who’s Selling? Genworth Holdings (10% Owner)

  • What They Sold: 577,361 shares at $33.87

  • Total Value: $19.6M

  • Why It Matters: This wasn’t a casual trim—Genworth is offloading at scale. While the mortgage insurer remains solidly profitable, large sales from strategic holders often foreshadow shifts in long-term positioning.

⚙️ ClearBridge Energy Midstream Opportunity Fund EMO – Corebridge Cuts 25%

  • Who’s Selling? Corebridge Financial (See Remarks)

  • What They Sold: 140,001 shares at $33.98

  • Total Value: $4.76M

  • Why It Matters: A 25% reduction is significant, particularly in an energy-focused closed-end fund. It raises the question: Are yields peaking or is this just a strategic unwind?

🛵 DoorDash $DASH ( ▲ 0.29% ) – COO Pockets $3.7M in Partial Exit

  • Who’s Selling? Prabir Adarkar (President & COO)

  • What They Sold: 20,000 shares at $185.58

  • Total Value: $3.71M

  • Why It Matters: With DASH shares near post-IPO highs, insiders are starting to cash in. Adarkar still holds nearly 890K shares, but a sale of this size always warrants attention in the high-beta delivery space.

🏛 Marsh & McLennan $MMC ( ▲ 0.13% ) – Carpenter CEO Sells 31%

  • Who’s Selling? Dean Michael Klisura (Pres, CEO – Guy Carpenter)

  • What They Sold: 9,569 shares at $245.00

  • Total Value: $2.34M

  • Why It Matters: A 31% stake reduction is bold. While MMC is a heavyweight in insurance brokering, this move suggests caution—especially with the sector trading near all-time highs.

📚 Universal Technical Institute $UTI ( ▲ 0.54% ) – EVP Trims 27%

  • Who’s Selling? Sherrell Smith (EVP, Chief Academic Officer)

  • What They Sold: 70,000 shares at $26.82

  • Total Value: $1.88M

  • Why It Matters: UTI has seen steady growth in technical education demand. This sale is sizable relative to holdings and may hint at profit-taking after a strong run.

While some insiders are trimming at recent highs, others are stepping in where fear—or value—dominates.

Let’s turn to the biggest insider Purchases making waves today.

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