Market Intelligence, ORTEX

ORTEX Market Intel

Market Intelligence

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Equity Derivatives

Cabot Corporation has businesses in chemicals, performance materials, and specialty fluids.  The Company manufactures and sells carbon black, fumed silica, plastics, ink jet colorants, tantalum, niobium, and germanium.  Cabot's specialty fluids business produces and markets cesium formate as a drilling and completion fluid for use in oil and gas well operations.

<ul><li>Sentiment read: Options flow split sharply this week.</li><li>Momentum and ETF names drew aggressive call buying, pushing put-call ratios to historic lows.</li><li>At the same time, traders loaded up on puts ahead of several October and November earnings dates, a pattern that dominated the high-severity alerts.</li></ul>

Sentiment read: Options flow split sharply this week.Momentum and ETF names drew aggressive call buying, pushing put-call ratios to historic lows.At the same time, traders loaded up on puts ahead of several October and November earnings dates, a pattern that dominated the high-severity alerts.

Options Weekly: Bears Circle Earnings Names as Call Fever Grips Momentum Stocks

Equity Bottom-Up

Banco Bradesco S.A. is a prominent Brazilian financial services company offering a wide array of services including retail and corporate banking, loans, insurance, pensions, investments, and payment solutions. It is one of the largest private banks in Brazil and a major player in Latin America. The company was founded on March 10, 1943, and is headquartered in Osasco, Brazil.

<ul><li>Short interest shifted sharply this week across Brazilian financials, energy ETFs, and a clutch of mid-cap US names.</li><li>The biggest stories were a 56% surge in Bradesco shorts despite a JP Morgan upgrade, a 52% collapse in Nomura short interest, and a 41% single-day spike in a space ETF.</li><li>Borrow markets tightened across several names, signalling active repositioning on both sides.</li></ul>

Short interest shifted sharply this week across Brazilian financials, energy ETFs, and a clutch of mid-cap US names.The biggest stories were a 56% surge in Bradesco shorts despite a JP Morgan upgrade, a 52% collapse in Nomura short interest, and a 41% single-day spike in a space ETF.Borrow markets tightened across several names, signalling active repositioning on both sides.

Bears Scramble: Brazil Names and ETFs Dominate This Week's Short Moves

East West Bancorp, Inc. is the holding company for East-West Bank.  The Bank is a commercial bank specializing in commercial, construction, and real estate lending as well as financing international trade.  East-West operates throughout Los Angeles, Orange, San Francisco and Santa Clara counties.

<ul><li>Bullish call positioning defined the week of September 21.</li><li>Extreme low put-call ratios hit several names across autos, utilities, and financials.</li><li>Yet bearish hedging surged in equal measure elsewhere - earnings-linked put buying and sector-level stress signals kept the week far from one-directional.</li></ul>

Bullish call positioning defined the week of September 21.Extreme low put-call ratios hit several names across autos, utilities, and financials.Yet bearish hedging surged in equal measure elsewhere - earnings-linked put buying and sector-level stress signals kept the week far from one-directional.

Options Weekly: Calls Dominate, but Pockets of Fear Emerge

Intuitive Surgical, Inc. design, manufactures, and markets surgical systems. The Company offers endoscopes, endoscopic retractors and disectors, scissors, scalpels, forceps, needle holders, electrocautery, ultrasonic cutters, and accessories during surgical procedures. Intuitive Surgical operates worldwide.

<ul><li>Short sellers made decisive moves this week ending September 26.</li><li>Energy refining ETF CRAK saw SI hit 36.8% of float - up 38% in seven days.</li><li>Mortgage REIT RWT saw the sharpest build, with SI surging 215% to 22.1% of float as borrow dried up.</li></ul>

Short sellers made decisive moves this week ending September 26.Energy refining ETF CRAK saw SI hit 36.8% of float - up 38% in seven days.Mortgage REIT RWT saw the sharpest build, with SI surging 215% to 22.1% of float as borrow dried up.

Bears Charge Into Energy and Real Estate; Silver Shorts Flee

US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

US-EU Index & Corporate Actions Analyst

Index Rebalance

Beazley is a British multinational specialist insurance and reinsurance company. It underwrites complex and specialist risks across diverse sectors such as cyber, marine, aviation, property, political risks, contingency, and professional liability. The company is headquartered in London, England, and was founded in 1986.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/zurich-insurance-group-ag-6200ef7e-59a6-4d82-87df-6dfcaec68274" target="_blank" data-smartkarma-citation="entities:27910:1" rel="noopener">Zurich Insurance Group (ZURN SW)</a> has agreed to acquire <a href="https://www.smartkarma.com/entities/beazley-plc" target="_blank" data-smartkarma-citation="entities:21835:1" rel="noopener">Beazley (BEZ LN)</a> in an all-cash transaction, with Beazley shareholders receiving 1,310 pence per share.</li>
<li>Nuveen has agreed to acquire <a href="https://www.smartkarma.com/entities/schroders-plc" target="_blank" data-smartkarma-citation="entities:22134:1" rel="noopener">Schroders (SDR LN)</a> in an all-cash transaction, with the two deals expected to become effective at the same time on October 1, 2026.</li>
<li>BEZ and SDR will be removed from UK and European indices, with significant passive demand expected for their intra-quarter replacements in UK Top 100 and Europe Top 600.</li>
</ul>



Zurich Insurance Group (ZURN SW) has agreed to acquire Beazley (BEZ LN) in an all-cash transaction, with Beazley shareholders receiving 1,310 pence per share.
Nuveen has agreed to acquire Schroders (SDR LN) in an all-cash transaction, with the two deals expected to become effective at the same time on October 1, 2026.
BEZ and SDR will be removed from UK and European indices, with significant passive demand expected for their intra-quarter replacements in UK Top 100 and Europe Top 600.


Zurich-Beazley and Nuveen-Schroders Deals Near Completion, UK & European Index Replacements Ahead

ORTEX
Global Financial Data and Analytics Platform

Options Weekly: Bears Circle Earnings Names as Call Fever Grips Momentum Stocks

Sentiment read: Options flow split sharply this week. Momentum and ETF names drew aggressive call buying, pushing put-call ratios to historic...

ORTEX Market Intel

Bears Scramble: Brazil Names and ETFs Dominate This Week's Short Moves

Short interest shifted sharply this week across Brazilian financials, energy ETFs, and a clutch of mid-cap US names. The biggest stories were a...

ORTEX Market Intel

Options Weekly: Calls Dominate, but Pockets of Fear Emerge

Bullish call positioning defined the week of September 21. Extreme low put-call ratios hit several names across autos, utilities, and...

ORTEX Market Intel

Bears Charge Into Energy and Real Estate; Silver Shorts Flee

Short sellers made decisive moves this week ending September 26. Energy refining ETF CRAK saw SI hit 36.8% of float - up 38% in seven...

ORTEX Market Intel

Zurich-Beazley and Nuveen-Schroders Deals Near Completion, UK & European Index Replacements Ahead

Zurich-Beazley and Nuveen-Schroders deals trigger UK and European index removals, creating significant passive demand for the intra-quarter...

Harry Kalfas