The scale and conviction of this institutional accumulation — particularly the new positions from American Century and doubling by Fidelity, BofA, and Point72 — suggests a shared catalyst thesis. Monitor upcoming clinical data readouts or regulatory filings for Celcuity's lead candidate; the 45-day reporting lag means the cluster may have been partially unwound, but the directional signal remains strong.
Executive Summary
A massive institutional cluster emerged in Celcuity during Q2 2026, with 49 buyers accumulating $270.2M in net new positions versus 15 sellers reducing by $39.5M. The buying is dominated by major passive and asset managers (Fidelity, BofA, UBS, Point72, American Century) doubling or initiating large positions, while a handful of smaller active managers trimmed or exited. The overwhelming net inflow suggests institutions are positioning for a catalyst — likely the upcoming regulatory or clinical milestone for Celcuity's lead therapy — though the 45-day reporting lag means the cluster may have already been unwound.
Key Financial Metrics
Institutional Positions
Net institutional flow: $270.2M
▲ Buyers (49)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| American Century Companies | NEW | +100% | $46.5M | $46.5M |
| Fidelity | DOUBLED | +1409.9% | $57.4M | $53.3M |
| BofA | DOUBLED | +106% | $153.9M | $72.4M |
| Point72 | DOUBLED | +132.2% | $68.1M | $36.1M |
| Susquehanna International Group | DOUBLED | +1143.3% | $16.3M | $14.8M |
▼ Sellers (15)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Walleye Capital | EXIT | -100% | $12.1M | -$12.1M |
| Ameriprise Financial | NEAR_EXIT | -84.5% | $11.3M | -$9.7M |
| Td Asset Management | NEAR_EXIT | -90.5% | $9.6M | -$8.7M |
| Bnp Paribas Asset Management Holding | TRIM | -56.7% | $6.1M | -$3.6M |
| Squarepoint Ops | NEAR_EXIT | -88.3% | $2.7M | -$2.4M |
Key Facts
- 49 institutional buyers added $270.2M in net new positions during Q2 2026, while 15 sellers reduced by $39.5M
- Top buyers include Fidelity (DOUBLED, +$53.3M), BofA (DOUBLED, +$72.4M), Point72 (DOUBLED, +$36.1M), and American Century (NEW, +$46.5M)
- Notable sellers: Walleye Capital (EXIT, -$12.1M), Ameriprise Financial (NEAR_EXIT, -$9.7M), and TD Asset Management (NEAR_EXIT, -$8.7M)
- Aggregate institutional holdings rose to $453.2M from $183.0M, a net increase of $270.2M
Financial Impact
Institutions accumulated $270.2M in net new positions during Q2 2026, with total buying value of $309.7M vs selling value of $39.5M
Risk Factors
- 13F data is 45+ days stale; the cluster may have already been partially or fully unwound
- Passive/index fund buying (Fidelity, BofA, UBS) may reflect index rebalancing rather than active conviction
- Smaller active sellers (Walleye, Ameriprise, TD) exiting near the peak could indicate profit-taking or thesis concerns
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-CELC-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 24, 2026 2d ago | Press Release | $63.20 | awaiting T+5 | — | — |
Oct 5, 2026 21d ago | 3 | $71.25 $63.19 | ▼ −11.31% | ▼ −11.17% | — |
Oct 2, 2026 24d ago | 8-K | $72.10 $67.94 | ▼ −5.77% | ▼ −6.93% | — |
Sep 30, 2026 26d ago | 8-K | $79.52 $65.78 | ▼ −17.28% | ▼ −19.19% | — |
Sep 22, 2026 4w ago | Institutional Cluster | $84.10 $77.38 | ▼ −7.99% | ▼ −6.80% | — |
Aug 26, 2026 8w ago | 8-K | $95.08 $96.20 | ▲ +1.18% | ▲ +1.30% | — |
Jul 14, 2026 14w ago | 144 | $91.51 $90.14 | ▲ +1.50% | ▲ +0.52% | — |
Jul 14, 2026 14w ago | Press Release | $91.51 $90.14 | ▼ −1.50% | ▼ −0.52% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $89.49 $88.05 | ▼ −1.61% | ▼ −2.04% | — |
Jun 8, 2026 20w ago | 8-K | $92.59 $88.24 | ▼ −4.70% | ▼ −7.11% | — |
US Market Status
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