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Steve Cohen's Point72 Ups Its $CLDX Stake to 6.70%

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Celldex Therapeutics $CLDX – Point72 Asset Management bumped its 13G stake from 3.95% to 6.70%.

That’s a big add from Steve Cohen’s shop. Smart money leaning in hard on biotech as the sector tries to base out.

We’re watching. 

📌 The Joint Corp $JYNT – Skylands Capital filed a 13G, increasing its stake from 4.96% to 5.10%.

A subtle move, but crossing that 5% line is never casual. This is a niche healthcare play seeing steady accumulation.

Here’s The Hot Corner, with data from July 10, 2025:

Click the table to enlarge it.

📌 Broadcom $AVGO – Rep. Nancy Pelosi just disclosed a $1 million-to–$5 million buy. That's a massive size for a single stock trade by a sitting member of Congress. 

When one of the most-watched investors on the planet is dropping up to $5 million into semiconductors, you know the Street will be paying attention.

It’s the ultimate “follow the money” signal in big-cap tech.

Have a great weekend. We'll be back Monday with more insider activity.

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