Under Armour Inc（UAA）资讯与事件UAAUnder Armour Inc

Frasers Group Acquires 8.8% Stake in Under Armour

Frasers Group has acquired an 8.8% stake in Under Armour. Frasers holds about 16.6 million shares, according to an October 1 regulatory filing, with the stake worth around $80.1M.

Kodiak Sciences Short Interest Rises to 31.8%

Welcome to this week's installment of "The Short Interest Report" - The Fly's weekly recap of short interest trends among some of the most widely followed high-short-float stocks. Using the data from our partner, which utilizes the latest information from stock lenders to estimate short interest changes for thousands of publicly traded companies, this report will screen for some of biggest changes in short interest as a percentage of free float and days-to-cover ratios while also considering the short interest data on some of the more volatile and heavier-traded names of the week. Based on the availability of data from Ortex, the report tracks the trading period that covers prior Friday through Thursday of this week, excluding holidays. As a basis of comparison for stocks discussed below, the S&P 500 index was down 0.5%, the Nasdaq Composite was down 0.3%, the Russell 2000 index was down 1.0%, the Russell 2000 Growth ETFwas down 0.9% and the Russell 2000 Value ETFwas down 1.7% in the four-day trading session range through October 1.SHORT INTEREST GAINERSOrtex-reported short interest in Kodiak Sciencestracked in a 25%-27% range since mid-July and into the final week of September while the stock price languished below $50 per share. Kodiak shares spiked sharply early this week as the company announced that the primary endpoints were met for both Zenkuda and tabirafusp-ted in the Phase 3 DAYBREAK study in patients with wet age-related macular degeneration, and the Street also cheered the readout as a drug that could pose a competitive challenge to the market-share dominant Eylea wet-AMD flagship offering from Regeneron. The stock has tripled in the five-day period covered through Thursday, though short interest as a percentage of free float also increased from 27.1% to a record high of 31.8%, with traders positioning to fade some of the extreme gains.Ortex-reported short interest in Under Armourtracked in a 23%-28% range from mid-July through the first three weeks of September even as the stock price extended its post-earnings dive on August 7 below the $5 per share level. This week, bear turned more aggressive – potentially in anticipation of more cautious rebased guidance from athletic apparel / footwear bellwether Nikewhich reported its first quarter under a new CFO – with short position as a percentage of free float rising from 30.0% to 32.1% - the highest level since mid-July. Days to cover on the stock rose from 6.5 to 7.1 – on the cusp of multi-year high of 7.3 seen two months ago. The stock was up 3.1%, with atypical strength that ran counter to Nike's post-earnings decline, though shares are down nearly 40% from July highs and down over 5% year-to-date.Ortex-reported short interest in MiniMedhas been climbing steadily since mid-September as the stock price has continued to close its post-earnings gap higher on September 1, and this week, bearish positioning notched another record high. Shorts as a percentage of free float on the name jumped from 68.3% to 78.6%, days-to-cover rose from 11.7 to 12.5, while the stock slipped 4.1%. Shares of MiniMed are now trading close to their initial IPO levels below $20 after topping $24 per share following Q4 results.SHORT INTEREST DECLINERSOrtex-reported short interest in Lyfthad troughed at a 5-month low of 19% on August 31 just before the 20% sell-off in the stock over the first week of September sparked a renewed bearish appetite to send short interest to 22.5%. This week however, with shares seemingly finding support above $14, short interest as a percentage of free float turned south once again, sliding from that level to 21%. Days-to-cover on the name remained elevated at 7.1 vs. 7.0 prior however. Shares of Lyft are up 3% in the five-day period covered through Thursday, though the stock is still down 14% from its late-August highs and down 20% year-to-date.

Treasury Yields Fall Back, S&P 500 Rebounds

Investors finally bought the dip in Treasuries, with the 10-year yield falling back to as low as 5.21% after the rate on the benchmark advanced as high as 5.34% this morning.  Relief in fixed income also helped reverse the pressure in the equity space as the S&P 500 finished the day higher following three consecutive losing sessions.  Energy and Tech were the best-performing sectors while Basic Materials underperformed.  Within Tech, the pro-AI area of the market were especially strong - Micronended the day up 3% following last night's earnings and semiconductor equipment names like Lam Research, Applied Materials, and KLA Corpwere up 3% or more.Nikewas in the spotlight afterhours, with the stock falling over 8% on Q1 revenue miss and downbeat commentary from its incoming CFO.  The company's challenges in China were especially telling as new CFO Denton warned that revenue is expected to get worse in the region for the rest of the year.  This compares to prior quarters' expectation that near-term revenue trends in China were aligned with recent performance.In the opening hour of the evening session S&P e-minis are up a decimal while the Nasdaq 100 contract is up by 0.2%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER -ON Semiconductorup 6.5% after announcing revised merger agreement with Synaptics, up 14.6%DOWN AFTER EARNINGS -NIKEdown 8.3%; On Holding AGdown 0.3%, Under Armour, Inc.down 0.8% in sympathyALSO LOWER -Mobilicom Limiteddown 1.4% after filing mixed securities shelfDigital Turbinedown 0.9% after filing mixed securities shelf