{"success":true,"data":{"pressRelease":{"id":"138918","rtpr_id":"nBw2JYjkpa-20260909","ticker":"ROR","exchange":"LSE","all_tickers":["ROR"],"title":"REG-Balyasny Asset Management LP Form 8.3","author":"Business Wire","published_at":"2026-09-09T11:26:00.092Z","article_body":"Form 8.3\n\n \n\nFORM 8.3\n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\n\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\n\nRule 8.3 of the Takeover Code (the “Code”)\n\n1. KEY INFORMATION\n (a) Full name of discloser: Balyasny Asset Management L.P. \n (b) Owner or controller of interests and short positions disclosed, if   \n different from 1(a): \n \n \n \nThe naming of nominee or vehicle companies is insufficient. For a trust, the \n trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form Rotork plc \n relates: \n \n \n \nUse a separate form for each offeror/offeree \n (d) If an exempt fund manager connected with an offeror/offeree, state this   \n and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: 08/09/2026 \n \n \n \nFor an opening position disclosure, state the latest practicable date prior to \n the disclosure \n (f) In addition to the company in 1(c) above, is the discloser making N/A \n disclosures in respect of any other party to the offer? \n \n \n \n  \n \nIf it is a cash offer or possible cash offer, state “N/A” \n \n \n  \n \n \n \n  \n\n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\n\nIf there are positions or rights to subscribe to disclose in more than one\nclass of relevant securities of the offeror or offeree named in 1(c), copy\ntable 2(a) or (b) (as appropriate) for each additional class of relevant\nsecurity.\n\n(a) Interests and short positions in the relevant securities of the offeror or\nofferee to which the disclosure relates following the dealing (if any)\n Class of relevant security: 0.5p ordinary \n \n \n \n \n  \n  \n \n \n \nISIN: GB00BVFNZH21 \n   Interests Short positions \n \n \n \n  \n   Number % Number % \n (1) Relevant securities owned and/or controlled:         \n (2) Cash-settled derivatives: 15,334,519 1.87     \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to         \n purchase/sell: \n   15,334,519 1.87     \n \n \n \nTOTAL: \n\n\nAll interests and all short positions should be disclosed.\n\nDetails of any open stock-settled derivative positions (including traded\noptions), or agreements to purchase or sell relevant securities, should be\ngiven on a Supplemental Form 8 (Open Positions).\n\n(b) Rights to subscribe for new securities (including directors’ and other\nemployee options)\n Class of relevant security in relation to which subscription right exists:   \n Details, including nature of the rights concerned and relevant percentages:   \n\n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\n\nWhere there have been dealings in more than one class of relevant securities\nof the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as\nappropriate) for each additional class of relevant security dealt in.\n\nThe currency of all prices and other monetary amounts should be stated.\n\n(a) Purchases and sales\n Class of relevant security Purchase/sale Number of securities Price per unit \n \n \n \n  \n         \n\n\n(b) Cash-settled derivative transactions\n Class of relevant security Product description Nature of dealing Number of reference securities Price per unit \n \n \n \n \ne.g. CFD \ne.g. opening/closing a long/short position, increasing/reducing a long/short \n position \n 0.5p ordinary CFD Increasing a long position 20,259 GBP 4.84 \n 0.5p ordinary CFD Increasing a long position 49,465 GBP 4.84 \n\n\n(c) Stock-settled derivative transactions (including options)\n\n(i) Writing, Selling, purchasing or varying\n Class of relevant security Product description e.g. call option Writing, purchasing, Selling, varying etc. Number of securities to which option relates Exercise price per unit Type Expiry date Option money paid/ received per unit \n \n \n \ne.g. American, European etc. \n                 \n\n\n(ii) Exercise\n Class of relevant security Product description Exercising/ exercised against Number of securities Exercise price per unit \n \n \n \ne.g. call option \n           \n\n\n(d) Other dealings (including subscribing for new securities)\n Class of relevant security Nature of dealing Details Price per unit (if applicable) \n \n \n \ne.g. subscription, conversion \n         \n\n\n4. OTHER INFORMATION\n\n(a) Indemnity and other dealing arrangements\n Details of any indemnity or option arrangement, or any agreement or \n understanding, formal or informal, relating to relevant securities which may \n be an inducement to deal or refrain from dealing entered into by the person \n making the disclosure and any party to the offer or any person acting in \n concert with a party to the offer: \n \n \n \nIrrevocable commitments and letters of intent should not be included. If there \n are no such agreements, arrangements or understandings, state “none” \n None \n \n \n \n  \n\n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n Details of any agreement, arrangement or understanding, formal or informal, \n between the person making the disclosure and any other person relating to: \n \n \n \n(i) the voting rights of any relevant securities under any option; or \n \n \n \n(ii) the voting rights or future acquisition or disposal of any relevant \n securities to which any derivative is referenced: \n \n \n \nIf there are no such agreements, arrangements or understandings, state \n “none” \n None \n \n \n \n  \n \n \n \n  \n\n\n(c) Attachments\n Is a Supplemental Form 8 (Open Positions) attached? No \n\n Date of disclosure: 09/09/2026 \n Contact name: Jack Satt \n Telephone number*: +44 208 164 3693 \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\n*If the discloser is a natural person, a telephone number does not need to be\nincluded, provided contact information has been provided to the Panel’s\nMarket Surveillance Unit.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk&esheet=54600877&newsitemid=20260909311415&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=99b4cf65faf741f43f8cd3f8ea6fc9c1)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260909311415/en/\n(https://www.businesswire.com/news/home/20260909311415/en/)\n\nBalyasny Asset Management LP\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw2JYjkpa-20260909","title":"REG-Balyasny Asset Management LP Form 8.3","author":"Business Wire","ticker":"ROR","created":"2026-09-09T11:26:00.092Z","tickers":["ROR"],"exchange":"LSE","article_body":"Form 8.3\n\n \n\nFORM 8.3\n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\n\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\n\nRule 8.3 of the Takeover Code (the “Code”)\n\n1. KEY INFORMATION\n (a) Full name of discloser: Balyasny Asset Management L.P. \n (b) Owner or controller of interests and short positions disclosed, if   \n different from 1(a): \n \n \n \nThe naming of nominee or vehicle companies is insufficient. For a trust, the \n trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form Rotork plc \n relates: \n \n \n \nUse a separate form for each offeror/offeree \n (d) If an exempt fund manager connected with an offeror/offeree, state this   \n and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: 08/09/2026 \n \n \n \nFor an opening position disclosure, state the latest practicable date prior to \n the disclosure \n (f) In addition to the company in 1(c) above, is the discloser making N/A \n disclosures in respect of any other party to the offer? \n \n \n \n  \n \nIf it is a cash offer or possible cash offer, state “N/A” \n \n \n  \n \n \n \n  \n\n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\n\nIf there are positions or rights to subscribe to disclose in more than one\nclass of relevant securities of the offeror or offeree named in 1(c), copy\ntable 2(a) or (b) (as appropriate) for each additional class of relevant\nsecurity.\n\n(a) Interests and short positions in the relevant securities of the offeror or\nofferee to which the disclosure relates following the dealing (if any)\n Class of relevant security: 0.5p ordinary \n \n \n \n \n  \n  \n \n \n \nISIN: GB00BVFNZH21 \n   Interests Short positions \n \n \n \n  \n   Number % Number % \n (1) Relevant securities owned and/or controlled:         \n (2) Cash-settled derivatives: 15,334,519 1.87     \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to         \n purchase/sell: \n   15,334,519 1.87     \n \n \n \nTOTAL: \n\n\nAll interests and all short positions should be disclosed.\n\nDetails of any open stock-settled derivative positions (including traded\noptions), or agreements to purchase or sell relevant securities, should be\ngiven on a Supplemental Form 8 (Open Positions).\n\n(b) Rights to subscribe for new securities (including directors’ and other\nemployee options)\n Class of relevant security in relation to which subscription right exists:   \n Details, including nature of the rights concerned and relevant percentages:   \n\n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\n\nWhere there have been dealings in more than one class of relevant securities\nof the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as\nappropriate) for each additional class of relevant security dealt in.\n\nThe currency of all prices and other monetary amounts should be stated.\n\n(a) Purchases and sales\n Class of relevant security Purchase/sale Number of securities Price per unit \n \n \n \n  \n         \n\n\n(b) Cash-settled derivative transactions\n Class of relevant security Product description Nature of dealing Number of reference securities Price per unit \n \n \n \n \ne.g. CFD \ne.g. opening/closing a long/short position, increasing/reducing a long/short \n position \n 0.5p ordinary CFD Increasing a long position 20,259 GBP 4.84 \n 0.5p ordinary CFD Increasing a long position 49,465 GBP 4.84 \n\n\n(c) Stock-settled derivative transactions (including options)\n\n(i) Writing, Selling, purchasing or varying\n Class of relevant security Product description e.g. call option Writing, purchasing, Selling, varying etc. Number of securities to which option relates Exercise price per unit Type Expiry date Option money paid/ received per unit \n \n \n \ne.g. American, European etc. \n                 \n\n\n(ii) Exercise\n Class of relevant security Product description Exercising/ exercised against Number of securities Exercise price per unit \n \n \n \ne.g. call option \n           \n\n\n(d) Other dealings (including subscribing for new securities)\n Class of relevant security Nature of dealing Details Price per unit (if applicable) \n \n \n \ne.g. subscription, conversion \n         \n\n\n4. OTHER INFORMATION\n\n(a) Indemnity and other dealing arrangements\n Details of any indemnity or option arrangement, or any agreement or \n understanding, formal or informal, relating to relevant securities which may \n be an inducement to deal or refrain from dealing entered into by the person \n making the disclosure and any party to the offer or any person acting in \n concert with a party to the offer: \n \n \n \nIrrevocable commitments and letters of intent should not be included. If there \n are no such agreements, arrangements or understandings, state “none” \n None \n \n \n \n  \n\n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n Details of any agreement, arrangement or understanding, formal or informal, \n between the person making the disclosure and any other person relating to: \n \n \n \n(i) the voting rights of any relevant securities under any option; or \n \n \n \n(ii) the voting rights or future acquisition or disposal of any relevant \n securities to which any derivative is referenced: \n \n \n \nIf there are no such agreements, arrangements or understandings, state \n “none” \n None \n \n \n \n  \n \n \n \n  \n\n\n(c) Attachments\n Is a Supplemental Form 8 (Open Positions) attached? No \n\n Date of disclosure: 09/09/2026 \n Contact name: Jack Satt \n Telephone number*: +44 208 164 3693 \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\n*If the discloser is a natural person, a telephone number does not need to be\nincluded, provided contact information has been provided to the Panel’s\nMarket Surveillance Unit.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk&esheet=54600877&newsitemid=20260909311415&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=99b4cf65faf741f43f8cd3f8ea6fc9c1)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260909311415/en/\n(https://www.businesswire.com/news/home/20260909311415/en/)\n\nBalyasny Asset Management LP\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-09-09T11:26:00.137353439Z","server_sent_at_ms":1788953160137},"received_at":"2026-09-09T11:26:00.191Z","source_url":"https://www.businesswire.com/news/home/20260909311415/en/"},"analysis":{"id":"127760","press_release_id":"138918","analysis_json":{"industry":{"label":"Machinery","sector":"Industrials"},"redFlags":["Form 8.3 filing implies Rotork is in a Takeover Code offer period, but no offeror or offer terms are disclosed","1.87% position is held entirely via cash-settled derivatives (CFDs) with no underlying share ownership disclosed, meaning economic exposure without voting rights"],"eventType":"regulatory","narrative":"Balyasny Asset Management L.P. disclosed interests in 15,334,519 Rotork plc shares, equal to 1.87% of the 0.5p ordinary shares, held through cash-settled derivatives under UK Takeover Code Rule 8.3.\n\nOn September 8, 2026, the fund increased its long position via two CFD purchases totaling 69,724 reference shares at GBP 4.84 each, with no purchases or sales of underlying stock reported.\n\nRule 8.3 disclosures are required during an offer period, so the filing implies live takeover interest in Rotork even though it names no offeror and contains no deal terms.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Balyasny builds a 1.87% derivative position in Rotork amid an implied offer period -- watch for an offeror to emerge."},"keyFigures":{"customDimensions":{"dealing_date":"2026-09-08","position_pct":"1.87%","cfd_price_gbp":4.84,"disclosure_date":"2026-09-09","position_shares":15334519,"cfd_increase_transactions":[20259,49465]}},"namedEntities":{"people":[{"name":"Jack Satt","role":"disclosure contact for Balyasny Asset Management LP"}],"products":[],"companies":[{"name":"Balyasny Asset Management L.P.","relationship":"disclosing fund manager increasing long derivative position"},{"name":"Rotork plc","ticker":"ROR","relationship":"subject company (offeree) named in the Rule 8.3 form"},{"name":"The Takeover Panel","relationship":"UK regulatory body whose Takeover Code requires the disclosure"}],"dollarAmounts":[{"amount":"GBP 4.84","context":"price per reference share for Balyasny's CFD purchases increasing its long position"}]},"materialImpact":{"score":2,"reasoning":"Routine UK Takeover Code Rule 8.3 position disclosure by a third-party fund manager (Balyasny), not an issuer announcement. It contains no new offer details, but its existence implies an offer period is open for Rotork, which carries modest contextual significance for shareholders."},"tickerRelevance":{"others":[],"primary":"ROR"},"globalImportance":12,"audienceRelevance":12,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"mid-cap UK-listed industrial","eventGravity":"routine Takeover Code Rule 8.3 position disclosure by third-party fund","issuerAuthored":false,"offerPeriodContext":true,"householdBrandBoost":0,"retailFavoriteBoost":0}},"event_type":"regulatory","event_type_secondary":null,"sentiment":"neutral","material_impact_score":2,"narrative":"Balyasny Asset Management L.P. disclosed interests in 15,334,519 Rotork plc shares, equal to 1.87% of the 0.5p ordinary shares, held through cash-settled derivatives under UK Takeover Code Rule 8.3.\n\nOn September 8, 2026, the fund increased its long position via two CFD purchases totaling 69,724 reference shares at GBP 4.84 each, with no purchases or sales of underlying stock reported.\n\nRule 8.3 disclosures are required during an offer period, so the filing implies live takeover interest in Rotork even though it names no offeror and contains no deal terms.","key_figures":{"customDimensions":{"dealing_date":"2026-09-08","position_pct":"1.87%","cfd_price_gbp":4.84,"disclosure_date":"2026-09-09","position_shares":15334519,"cfd_increase_transactions":[20259,49465]}},"named_entities":{"people":[{"name":"Jack Satt","role":"disclosure contact for Balyasny Asset Management LP"}],"products":[],"companies":[{"name":"Balyasny Asset Management L.P.","relationship":"disclosing fund manager increasing long derivative position"},{"name":"Rotork plc","ticker":"ROR","relationship":"subject company (offeree) named in the Rule 8.3 form"},{"name":"The Takeover Panel","relationship":"UK regulatory body whose Takeover Code requires the disclosure"}],"dollarAmounts":[{"amount":"GBP 4.84","context":"price per reference share for Balyasny's CFD purchases increasing its long position"}]},"model_name":"glm-5.3-flash","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-09T11:26:57.138Z","global_importance":12,"audience_relevance":12,"importance_components":{"tickerTier":"mid-cap UK-listed industrial","eventGravity":"routine Takeover Code Rule 8.3 position disclosure by third-party fund","issuerAuthored":false,"offerPeriodContext":true,"householdBrandBoost":0,"retailFavoriteBoost":0}},"durationMs":56934,"modelName":"glm-5.3-flash"}}