The concentrated buying by three active asset managers, particularly Robeco's aggressive doubling, suggests a shared thesis around CHD's defensive consumer staples positioning or a pending catalyst. Monitor upcoming earnings for any fundamental inflection that could validate the accumulation.
Executive Summary
Three institutional asset managers increased their CHD positions in Q3 2026, with Robeco more than quadrupling its stake and Assenagon and Farther Finance adding meaningfully. The aggregate buying of $26.2M reflects conviction in the consumer staples name, though the 45-day reporting lag means positions may have been adjusted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $26.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | DOUBLED | +408.5% | $26.4M | $21.1M |
| Assenagon Asset Management | ADD | +36.8% | $20.1M | $5.0M |
| Farther Finance Advisors | ADD | +25.9% | $411.0K | $75.0K |
Key Facts
- 3 institutional buyers added a net $26.2M in CHD during Q3 2026
- Robeco Institutional Asset Management nearly quintupled its stake (+408.5%), adding $21.1M in value
- Assenagon Asset Management added 57.3K shares (+36.8%), increasing position value by $5.0M
- Farther Finance Advisors added 895 shares (+25.9%), a modest $75K increase
- No institutional sellers were identified in the cluster
Financial Impact
Three institutional asset managers accumulated $26.2M in net new CHD positions during Q3 2026, with total current holdings of $46.9M.
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- Cluster is small (3 funds) and lacks activist or insider corroboration, limiting conviction
- No sellers means the signal is one-sided and may reflect passive rebalancing rather than active conviction
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-CHD-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $105.00 $108.86 | ▲ +3.68% | ▲ +4.86% | — |
Aug 27, 2026 8w ago | Insider Cluster | $102.37 $101.26 | ▼ −1.08% | ▼ −0.86% | — |
Aug 27, 2026 8w ago | Insider Cluster | $102.37 $101.26 | ▼ −1.08% | ▼ −0.86% | — |
Aug 27, 2026 8w ago | Insider Cluster | $102.37 $101.26 | ▼ −1.08% | ▼ −0.86% | — |
Aug 27, 2026 8w ago | Insider Cluster | $102.37 $101.26 | ▼ −1.08% | ▼ −0.86% | — |
Aug 26, 2026 8w ago | Insider Cluster | $102.86 $102.37 | ▼ −0.48% | ▼ −1.13% | — |
Aug 12, 2026 10w ago | Insider Cluster | $101.24 $101.32 | ▲ +0.08% | ▼ −0.62% | — |
Jul 31, 2026 12w ago | 8-K | $98.81 $99.97 | ▲ +1.17% | ▼ −0.24% | — |
Jun 17, 2026 18w ago | Insider Cluster | $97.41 $95.63 | ▼ −1.83% | ▼ −2.61% | — |
Jun 12, 2026 19w ago | Insider Cluster | $97.56 $98.32 | ▲ +0.78% | ▼ −0.98% | — |
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