The absence of institutional selling and the strong passive buying suggest underlying confidence in CHRS at current valuations. Traders should monitor for follow-on retail or active manager participation, which could amplify upward momentum. However, given that all buyers are passive, this may reflect index inclusion or rebalancing rather than fundamental conviction.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Coherus Oncology (CHRS) during Q4 2024, collectively adding $2.9M in new holdings with no institutional selling observed. The cluster is entirely composed of mega-passive funds doubling down or adding to existing positions, suggesting growing institutional ownership amid a stable or improving market perception.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +155.3% | $2.9M | $2.1M |
| UBS | DOUBLED | +309.4% | $978.0K | $798.0K |
| Wells Fargo | ADD | +32.4% | $85.0K | $37.0K |
Key Facts
- Morgan Stanley doubled its stake, increasing holdings by 1.28M shares ($2.1M in value).
- UBS increased its position by 309.4%, adding $798K in value.
- Wells Fargo added $37K in value with a 32.4% share increase.
- No institutional selling was reported in this quarter.
- Total net buying: $2.9M across three passive institutions.
Financial Impact
Institutions accumulated $2.9M in net new positions in CHRS during Q4 2024.
Risk Factors
- All buyers are passive managers, reducing the signal strength of active conviction.
- Market cap remains low ($250M), making the stock vulnerable to volatility despite 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-CHRS-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 17, 2026 6w ago | Press Release | $1.34 $1.29 | ▼ −4.10% | ▼ −3.11% | — |
Jul 22, 2026 10w ago | Press Release | $1.43 $1.33 | ▼ −6.99% | ▼ −9.89% | — |
Jun 15, 2026 15w ago | 8-K | $1.38 $1.45 | ▲ +5.07% | ▲ +4.87% | — |
Jun 12, 2026 16w ago | Institutional Cluster | $1.40 $1.54 | ▼ −10.00% | ▼ −8.22% | — |
May 28, 2026 18w ago | DEFA14A | $1.65 $1.50 | ▼ −9.09% | ▼ −5.95% | — |
May 11, 2026 20w ago | Press Release | $1.71 $1.36 | ▼ −20.47% | ▼ −18.74% | — |
May 5, 2026 21w ago | DEFA14A | $1.75 $1.47 | ▼ −16.00% | ▼ −18.78% | — |
May 4, 2026 21w ago | Press Release | $1.73 $1.57 | ▼ −9.25% | ▼ −14.89% | — |
Mar 9, 2026 29w ago | Press Release | $1.95 $1.70 | ▼ −12.82% | ▼ −12.67% | — |
Mar 2, 2026 30w ago | Press Release | $1.65 $1.60 | ▼ −3.03% | ▲ +4.91% | — |
US Market Status
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