Reading the thread, one easily gets the idea that soon even the continental plates will shift and billions will pour in. Against this background, it is difficult for me to understand why not a single new institutional investor has appeared among Faron’s largest owners, and instead, even the existing ones have reduced their holdings since March:
The holdings of the 30 largest owners decreased by over 3.5 million shares, when considering the shares directed by Faron to itself. Not a single new institutional investor has appeared on the ownership lists despite these amazing results. During the same period, a round 3 million shares have been delivered to HCM, and even those have not found their way into the portfolios of the largest owners. In Nordnet, on the other hand, the number of owners has grown by about 3500 since the turn of the year.
Overall, institutional investors are not buying, the number of shares in nominee accounts is decreasing, and the number of small investors is growing. One would think that someone’s alarm bells would be ringing instead of just dreaming. Or are institutional investors really this clueless about the opportunity of the century?