The absence of institutional selling and the magnitude of passive buying suggest strong underlying demand. Traders should monitor for follow-on buying, upcoming clinical trial data, or potential inclusion in broader index rebalancing. Consider this a bullish signal ahead of potential catalysts.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Celldex Therapeutics (CLDX) during 2024-Q4, collectively adding $25.1 million in new holdings. All three funds doubled their exposure, indicating strong institutional accumulation despite no active sellers. This coordinated buying suggests growing confidence in CLDX's pipeline or valuation at current levels.
Key Financial Metrics
Institutional Positions
Net institutional flow: $25.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +208.4% | $34.0M | $19.2M |
| Wells Fargo | DOUBLED | +352.4% | $2.6M | $1.8M |
| UBS | DOUBLED | +134% | $9.9M | $4.2M |
Key Facts
- Morgan Stanley increased CLDX holdings by $19.2M (from $14.8M to $34.0M), doubling position size.
- Wells Fargo added $1.8M (from $762K to $2.6M), increasing shares by 352.4%.
- UBS boosted position by $4.2M (from $5.7M to $9.9M), up 134% in shares.
- No institutional selling observed in this quarter — net directional flow is strongly positive.
- Total institutional buying: $25.1M net new capital deployed across three mega-passive firms.
Financial Impact
Three institutions accumulated $25.1M in net new positions during 2024-Q4, increasing total passive ownership value from $21.3M to $46.4M.
Risk Factors
- All buyers are passive managers, suggesting the move may reflect index rebalancing rather than active conviction.
- Lack of active fund 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-CLDX-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 14, 2026 15w ago | Press Release | $32.12 $38.53 | ▼ −19.96% | ▼ −20.71% | — |
Jun 14, 2026 15w ago | Press Release | $32.12 $38.53 | ▲ +19.96% | ▲ +20.71% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $29.96 $38.98 | ▲ +30.11% | ▲ +28.22% | — |
Jun 10, 2026 16w ago | Press Release | $29.96 $38.98 | ▲ +30.11% | ▲ +28.22% | — |
May 7, 2026 21w ago | 8-K | $33.97 $28.62 | ▼ −15.75% | ▼ −15.77% | — |
May 7, 2026 21w ago | Press Release | $33.97 $28.62 | ▼ −15.75% | ▼ −15.77% | — |
Apr 6, 2026 25w ago | Press Release | $31.37 $32.77 | ▲ +4.46% | ▼ −4.52% | — |
Apr 2, 2026 26w ago | Press Release | $31.06 $32.88 | ▲ +5.86% | ▼ −4.02% | — |
Apr 1, 2026 26w ago | 424B5 | $31.06 $32.88 | ▲ +5.86% | ▼ −4.02% | — |
Apr 1, 2026 26w ago | Press Release | $31.06 $32.88 | ▲ +5.86% | ▼ −4.02% | — |
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.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access