The unanimous institutional buying suggests a shared positive thesis on Agilent's life sciences and diagnostics end markets. Monitor upcoming earnings for revenue and margin trends that could validate this conviction. The 45-day reporting lag means positions may have been adjusted since quarter-end.
Executive Summary
Four active asset managers accumulated $64.1M in Agilent Technologies during Q3 2026, led by Robeco Institutional Asset Management's $57.1M increase to a $96.2M position. No institutional sellers were detected, indicating strong conviction in the company's fundamentals or near-term catalysts.
Key Financial Metrics
Institutional Positions
Net institutional flow: $64.1M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | ADD | +89.7% | $96.2M | $57.1M |
| Assenagon Asset Management | DOUBLED | +235.9% | $6.1M | $4.7M |
| Hb Wealth Management | ADD | +32.4% | $4.8M | $2.0M |
| Concurrent Investment Advisors | ADD | +29.4% | $848.0K | $343.0K |
Key Facts
- 4 institutional buyers added $64.1M in net new positions, with zero sellers
- Robeco Institutional Asset Management nearly doubled its stake (+89.7%), adding $57.1M to reach $96.2M
- Assenagon Asset Management more than tripled its position (+235.9%), adding $4.7M to reach $6.1M
- Concurrent Investment Advisors and Hb Wealth Management made smaller additions of $343K and $2.0M respectively
- All four buyers are active asset managers, not passive/index funds, strengthening the signal
Financial Impact
4 active asset managers accumulated $64.1M in Agilent Technologies during Q3 2026, with no institutional selling detected
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound since quarter-end
- No insider buying corroboration was provided, reducing conviction strength
- The cluster is relatively small in absolute dollar terms ($64.1M net) for a ~$40B market cap company
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-A-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $173.07 $175.96 | ▲ +1.67% | ▲ +0.96% | — |
Sep 24, 2026 4w ago | EFFECT | $172.84 $172.79 | ▼ −0.03% | ▼ −0.57% | — |
Aug 1, 2026 12w ago | Institutional Cluster | $139.80 $139.10 | ▼ −0.50% | ▼ −2.26% | — |
Jun 25, 2026 17w ago | 8-K | $136.01 $132.83 | ▼ −2.34% | ▼ −3.99% | — |
May 27, 2026 21w ago | 8-K | $135.31 $134.96 | ▼ −0.26% | ▼ −0.50% | — |
May 4, 2026 25w ago | 8-K | $112.10 $117.47 | ▲ +4.79% | ▲ +3.99% | — |
Apr 3, 2026 29w ago | 8-K | $114.84 $113.81 | ▼ −0.90% | ▼ −0.96% | — |
Feb 26, 2026 34w ago | 8-K | $120.97 $121.38 | ▲ +0.34% | ▲ +0.82% | — |
US Market Status
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