No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
1
Filings (14d)
Data as of 2026-07-02
2026-07-02
Abacus Global Management entered into a first amendment to its credit agreement, securing an additional $75 million in incremental term loans, bringing the total aggregate principal amount to $225 million. The loans carry an interest rate of SOFR plus 5.25% (with a possible stepdown to 5.00% based on performance) and mature on December 10, 2030. Separately, director Sean McNealy resigned effective June 30, 2026, in connection with his planned retirement and will remain as an advisor during a transition period.
Who are the top institutional investors holding ABACUS GLOBAL MANAGEMENT INC (ABX)?
Major stakeholders currently include BlackRock, Inc. ($21.5M), Royce & Associates LP ($16.7M), Mendon Capital Advisors CORP ($15.4M). Based on the latest 13F filings, there are a total of 134 tracked investment funds and institutions maintaining positions in ABX.
What is the overall institutional sentiment toward ABX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $27.3M, driven by 69 managers accumulating shares while 58 reduced their exposure.
Which institutions have been selling or reducing their ABX positions?
In the latest period, 35 funds trimmed their holdings, and 23 managers completely exited their positions. The aggregate reported sell value was $150.1M.
Are there any notable investors adding ABX to their portfolios?
Yes, buying activity remains notable. 31 institutions opened new positions in {ticker}, and 38 existing holders added to their shares. The total reported buy value for the quarter amounted to $75.8M.