The absence of institutional selling and the presence of meaningful passive fund accumulation suggest growing confidence in CAPR’s valuation or pipeline progress. Traders should monitor for upcoming clinical trial data or regulatory catalysts that may have prompted this coordinated move.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — significantly increased their positions in Capricor Therapeutics (CAPR) during Q4 2024, collectively adding $8.6 million in new holdings with no institutional selling observed. The cluster is driven by large percentage increases in share count, including doubling events at Morgan Stanley and UBS, indicating strong accumulation despite the stock's $1.4B market cap.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +380.4% | $8.7M | $6.7M |
| Schwab | ADD | +51.5% | $1.5M | $419.0K |
| UBS | DOUBLED | +836.3% | $1.7M | $1.5M |
Key Facts
- Morgan Stanley doubled its position, increasing value by $6.7M (from $2.0M to $8.7M)
- Schwab added $419K in new value, increasing shares by 51.5%
- UBS increased its stake by 836.3%, adding $1.5M in value
- No institutional sellers were identified in this quarter
- Total institutional buying: $8.6M net increase across 3 firms
Financial Impact
3 institutions accumulated $8.6M in new positions with no offsetting sales
Risk Factors
- All buyers are mega-passive firms, which may reflect index rebalancing rather than fundamental conviction
- Lack of active manager participation limits the strength of 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-CAPR-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | SC 13G/A | $7.27 $6.13 | ▲ +15.68% | ▲ +14.67% | — |
Aug 24, 2026 9w ago | 8-K | $6.80 $9.91 | ▼ −45.74% | ▼ −45.27% | — |
Aug 21, 2026 9w ago | Institutional Cluster | $6.29 $9.59 | ▲ +52.46% | ▲ +51.99% | — |
Jul 30, 2026 12w ago | Press Release | $4.19 $4.18 | ▲ +0.24% | ▲ +3.86% | — |
Jul 14, 2026 14w ago | 8-K | $20.35 $18.91 | ▼ −7.08% | ▼ −6.10% | — |
Jun 29, 2026 17w ago | Insider Cluster | $24.08 $22.43 | ▼ −6.85% | ▼ −7.46% | — |
Jun 26, 2026 17w ago | 8-K | $23.80 $22.43 | ▼ −5.76% | ▼ −7.14% | — |
Jun 24, 2026 17w ago | Insider Cluster | $30.40 $23.07 | ▼ −24.11% | ▼ −25.67% | — |
Jun 1, 2026 21w ago | Court Ruling | $27.34 $26.01 | ▼ −4.86% | ▼ −1.90% | — |
May 12, 2026 23w ago | Press Release | $30.33 $26.92 | ▼ −11.24% | ▼ −10.09% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers