Is Rockwell Automation, Inc. (ROK) A Good Stock To Buy Now?
Is ROK a good stock to buy? We came across a bullish thesis on Rockwell Automation, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ROK.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 959,431 | $474,995,407 | +4% | 0.14% |
| 2. | Quantinno Capital Hoon Kim | 232,352 | $115,033,256 | +54% | 0.14% |
| 3. | Markel Gayner Asset Management Tom Gayner | 154,900 | $76,687,892 | 0.58% | |
| 4. | GAMCO Investors Mario Gabelli | 111,389 | $55,146,466 | -2% | 0.49% |
| 5. | Lee Munder Capital Group Lee Munder | 41,489 | $20,540,374 | -2% | 1.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $277.75 | 1,128 | $313,306.74 | 7,273 | 2024-11-12 | Filing | |
| $274.63 | 6,145 | $1,687,597.05 | 6,145 | 2024-11-11 | Filing | |
| $283.65 | 3,500 | $992,757.50 | 77,215 | 2024-02-12 | Filing | |
| $219.58 | 1,110 | $243,733.80 | 4,827 | 2022-05-05 | Filing | |
| $262.11 | 500 | $131,055.25 | 500 | 2021-05-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $453.24 | 281 | $127,359.04 | 1,602 | 2026-07-16 | Filing | |
| $460.51 | 377 | $173,612.27 | 4,437 | 2026-06-04 | Filing | |
| $456.34 | 218 | $99,482.12 | 4,814 | 2026-06-02 | Filing | |
| $426.02 | 354 | $150,811.08 | 5,615 | 2026-05-20 | Filing | |
| $426.02 | 700 | $298,214.00 | 5,969 | 2026-05-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,380,576 | $6,129,375,598 | 0.09% | |
| 2. | 5,323,990 | $2,635,800,969 | 0.08% | |
| 3. | 3,132,604 | $1,545,011,038 | 0.08% | |
| 4. | 2,919,588 | $1,408,205,706 | 0.08% | |
| 5. | 2,183,669 | $1,081,090,848 | 0.14% |