Fund Update: Cardano Risk Management B.V. opens new $109.0M position in $MU stock
April 21, 2026
Cardano Risk Management B.V. has recently disclosed a new position worth $109.0M in the stock of $MU, as reported in their latest SEC 13F filing representing their holdings for the period ending on March 31, 2026. For a detailed view of the fund’s entire portfolio, interested parties can refer to Quiver Quantitative. Monitoring the largest institutional owners of $MU is also possible through this platform.
In the recent quarter, institutional investors have shown varying behavior towards $MU stock. While 1,494 investors increased their stakes, 960 decreased their holdings. Noteworthy recent moves include UBS AM drastically reducing its shares by 77.2%, equivalent to almost $8.5 billion, and BlackRock, Inc. adding 7.3% to its portfolio. Norges Bank and SG Americas Securities, LLC also made significant additions to their positions. On the other hand, Capital World Investors, D. E. Shaw & Co., Inc., and PrimeCap Management Co/CA/ decided to divest some of their $MU shares.
For further insight into the stock portfolios of hedge funds, investors can refer to Quiver Quantitative’s institutional holdings dashboard. In terms of insider trading, data unveils that $MU insiders have engaged in a total of 77 transactions over the last 6 months, with more sales (74) than purchases (3) occurring. Notable figures such as Mark J. Murphy and Sumit Sadana have been involved in significant trading activities regarding $MU stock.
The disclosure also sheds light on $MU receiving government contracts worth $349,000 in the past year. One of the highest-earning awards attributed to $MU was in the domain of facilities maintenance work orders specific to BGAD contracts. Furthermore, insights into congressional stock trading involving $MU reveal that members of Congress have conducted 7 transactions within the last 6 months, with a mix of purchases and sales.
Analyzing Wall Street analyst ratings of $MU reflects high confidence in the stock, with 18 firms offering buy ratings compared to no sell ratings. Recent ratings from well-known institutions such as William Blair, Stifel, and Rosenblatt affirm a positive outlook on $MU. Additionally, various price targets set by analysts suggest a median target of $525.0, with individual estimates ranging from $425.0 to $600.0.
It’s imperative to stay informed about the various financial aspects of $MU, from hedge fund activity to insider trading, government contracts, congressional stock trading, analyst ratings, and price targets. Accessing Quiver Quantitative’s comprehensive data and analytics can provide valuable insights for investors and analysts tracking $MU’s performance in the market.
