The cluster is small and stale (45-day lag). Monitor next 13F for continuation or reversal. The absence of insider buying reduces conviction.
Executive Summary
Three asset managers doubled or added to AMN positions in Q3 2026, with aggregate buying of $2.4M, while one seller trimmed $349K. The cluster is small in scale relative to AMN's $1.8B market cap, and no insider buying corroborates the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Exchange Traded Concepts | DOUBLED | +123.9% | $3.7M | $2.2M |
| Mirae Asset Global Investments Co. | DOUBLED | +153.1% | $194.0K | $125.0K |
| Nisa Investment Advisors | ADD | +40.4% | $194.0K | $69.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | TRIM | -31.3% | $1.5M | -$349.0K |
Key Facts
- 3 institutional buyers (Exchange Traded Concepts, Mirae Asset Global Investments, Nisa Investment Advisors) added $2.4M net to AMN positions in Q3 2026.
- 1 seller (Assenagon Asset Management) trimmed $349K, reducing its stake by 31.3%.
- Total institutional buying value was $4.1M, selling value $1.1M, net $2.4M.
- Confluence score of 13/100 indicates no open-market insider buying in the window.
Financial Impact
3 institutions accumulated $2.4M in new positions while 1 reduced holdings by $349K, a net inflow of $2.1M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound.
- Small dollar amounts relative to $1.8B market cap limit signal strength.
- No insider buying corroboration weakens the bullish signal.
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-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $46.94 | awaiting T+20 | awaiting T+20 | No price |
Aug 12, 2026 11w ago | Institutional Cluster | $32.44 $33.05 | ▲ +1.88% | ▲ +3.78% | No price |
Aug 6, 2026 12w ago | Press Release | $36.00 $33.80 | ▼ −6.11% | ▼ −5.71% | No price |
Jun 11, 2026 20w ago | Institutional Cluster | $30.79 $31.54 | ▲ +2.44% | ▲ +0.55% | No price |
May 4, 2026 25w ago | 8-K | $20.72 $29.34 | ▲ +41.60% | ▲ +35.96% | No price |
Apr 9, 2026 29w ago | Press Release | $18.49 | awaiting T+20 | awaiting T+20 | No price |
Mar 18, 2026 32w ago | DEFA14A | $17.93 $20.45 | ▲ +14.05% | ▲ +8.01% | No price |
Feb 28, 2026 35w ago | Institutional Cluster | $20.40 $18.73 | ▼ −8.19% | ▼ −0.25% | No price |
US Market Status
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