The cluster is driven entirely by large passive managers, suggesting the moves may reflect index flows or rebalancing rather than active conviction. However, the scale of buying — especially UBS’s 4.2x share increase — during a period of price weakness could signal accumulation at attractive levels. Traders should monitor for follow-through from active managers and any upcoming earnings or guidance updates.
Executive Summary
Three major passive institutional investors — Wells Fargo, Schwab, and UBS — significantly increased their holdings in AMN Healthcare Services during Q4 2024, collectively adding $4.6M in net new positions. Despite Schwab's increase being associated with a drop in total value due to price declines, all three institutions expanded share counts substantially, indicating continued confidence in the stock at lower prices.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | DOUBLED | +188.4% | $7.2M | $2.8M |
| Schwab | ADD | +32.5% | $21.2M | -$7.2M |
| UBS | DOUBLED | +423.8% | $13.5M | $8.9M |
Key Facts
- Wells Fargo doubled its position, increasing shares by 188.4% (104.5K → 301.4K) and value by $2.8M to $7.2M
- Schwab added 32.5% more shares (669.6K → 887.2K), though total value decreased by ~$7.16M due to falling share price
- UBS increased its stake by 423.8% (107.8K → 564.6K), adding $8.9M in value to reach $13.5M
- No institutional selling was detected in this quarter — all tracked activity was buy-side
Financial Impact
3 institutions accumulated $4.6M in net new positions, with total current holdings now at $41.9M
Risk Factors
- All buyers are mega-passive firms, reducing the signal strength compared to active manager involvement
- Schwab’s position value dropped significantly despite share increase, indicating material price pressure during the quarter
Market Snapshot
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-AMN-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | Institutional Cluster | $32.44 $33.05 | ▲ +1.88% | ▲ +3.78% | — |
Aug 6, 2026 8w ago | Press Release | $36.00 $33.80 | ▼ −6.11% | ▼ −5.71% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $30.79 $31.54 | ▲ +2.44% | ▲ +0.55% | — |
May 4, 2026 21w ago | 8-K | $20.72 $29.34 | ▲ +41.60% | ▲ +35.96% | — |
Apr 9, 2026 25w ago | Press Release | $18.49 $20.97 | ▼ −13.41% | ▼ −5.84% | — |
Mar 18, 2026 28w ago | DEFA14A | $17.93 $20.45 | ▲ +14.05% | ▲ +8.01% | — |
Feb 28, 2026 30w ago | Institutional Cluster | $20.40 $18.73 | ▼ −8.19% | ▼ −0.25% | — |
US Market Status
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