Monitor for follow-on buying from active managers; current cluster reflects passive inflows, which may support price stability but does not indicate strong fundamental conviction. Watch for potential index eligibility changes.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — initiated new positions in Ceribell, Inc. (CBLL) during Q4 2024, collectively purchasing $4.4 million worth of shares. This coordinated entry suggests growing institutional interest, likely driven by index inclusion or passive fund rebalancing rather than active conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | NEW | +0% | $1.8M | $1.8M |
| Wells Fargo | NEW | +0% | $167.0K | $167.0K |
| Schwab | NEW | +0% | $2.5M | $2.5M |
Key Facts
- Morgan Stanley initiated a $1.8M position (68.7K shares)
- Schwab initiated a $2.5M position (96.6K shares)
- Wells Fargo initiated a $167K position (6.4K shares)
- All three institutions are classified as mega-passive managers
- No institutional selling was reported in the quarter
Financial Impact
3 institutions initiated new positions totaling $4.4M in aggregate value
Risk Factors
- Passive buying may not continue if CBLL is not added to broader indexes
- Recent insider selling ($113K in 30 days) contrasts with institutional inflows
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-CBLL-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Press Release | $27.14 $27.40 | ▲ +0.96% | ▲ +2.14% | — |
Sep 17, 2026 5w ago | Insider Cluster | $24.37 $24.25 | ▼ −0.49% | ▼ −2.04% | — |
Sep 10, 2026 6w ago | Insider Cluster | $23.63 $24.33 | ▼ −2.96% | ▼ −3.41% | — |
Sep 4, 2026 7w ago | Insider Cluster | $24.31 $24.41 | ▲ +0.41% | ▲ +0.88% | — |
Aug 25, 2026 8w ago | Insider Cluster | $23.45 $23.37 | ▲ +0.34% | ▲ +1.00% | — |
Aug 20, 2026 9w ago | Insider Cluster | $24.20 $23.94 | ▲ +1.07% | ▲ +0.78% | — |
Aug 20, 2026 9w ago | Insider Cluster | $24.20 $23.94 | ▼ −1.07% | ▼ −0.78% | — |
Aug 18, 2026 9w ago | Institutional Cluster | $24.21 $24.89 | ▲ +2.81% | ▲ +2.60% | — |
Aug 10, 2026 11w ago | 8-K | $21.31 $22.91 | ▲ +7.51% | ▲ +7.26% | — |
Aug 10, 2026 11w ago | Press Release | $21.31 $22.91 | ▲ +7.51% | ▲ +7.26% | — |
US Market Status
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