The cluster signals growing institutional interest, but the small absolute size and passive fund participation limit conviction. Monitor for additional catalysts such as earnings or insider buying. The 13F lag means positions may have been adjusted since quarter-end.
Executive Summary
Six institutional investors accumulated $11.7M in Avidbank Holdings (AVBH) during Q1 2026, with no sellers. The cluster is led by Adage Capital Partners ($7M net addition) and includes passive funds doubling small positions. While directionally bullish, the modest scale and 13F reporting lag limit conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $11.7M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | DOUBLED | +187.9% | $2.0M | $1.3M |
| Morgan Stanley | DOUBLED | +261.7% | $2.2M | $1.6M |
| BofA | DOUBLED | +314.7% | $215.0K | $167.0K |
| Russell Investments Group | ADD | +60% | $10.0K | $4.0K |
| Adage Capital Partners Gp | DOUBLED | +105.2% | $12.9M | $7.0M |
| First Eagle Investment Managem | ADD | +28.6% | $5.6M | $1.5M |
Key Facts
- 6 institutions increased positions, 0 decreased
- Net institutional buying of $11.7M (3.3% of market cap)
- Largest buyer: Adage Capital Partners added $7.0M (105% increase)
- Passive funds (State Street, Morgan Stanley, BofA) doubled small positions
- Active managers represent 73% of total buying value ($8.5M of $11.7M)
Financial Impact
6 institutions accumulated $11.7M in new positions, representing ~3.3% of market cap
Risk Factors
- 13F reporting lag (45 days); positions may have been unwound
- Passive funds may be rebalancing, not expressing conviction
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-AVBH-2026-Q1 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $32.00 | awaiting T+5 | — | — |
Sep 22, 2026 5w ago | Institutional Cluster | $31.80 $31.23 | ▼ −1.79% | ▼ −0.61% | — |
Sep 4, 2026 7w ago | 144 | $31.92 $31.62 | ▼ −0.94% | ▲ +0.27% | — |
Aug 3, 2026 12w ago | 8-K | $32.73 $32.33 | ▼ −1.22% | ▼ −3.25% | — |
Jul 23, 2026 13w ago | 8-K | $31.86 $32.86 | ▲ +3.14% | ▲ +2.77% | — |
Jun 15, 2026 19w ago | Institutional Cluster | $32.01 $32.05 | ▲ +0.13% | ▲ +1.51% | — |
Apr 27, 2026 26w ago | 8-K | $30.40 $29.26 | ▼ −3.75% | ▼ −5.44% | — |
Apr 7, 2026 29w ago | DEFA14A | $29.60 $29.57 | ▼ −0.10% | ▼ −3.62% | — |
US Market Status
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