The mixed cluster with net buying but quant selling suggests no clear consensus. Monitor COHU's next earnings report for fundamental catalysts that could resolve the divergence. The 45-day 13F lag means these positions may have already been adjusted.
Executive Summary
Institutional cluster for COHU shows mixed conviction in Q1 2026: 15 buyers added $40.9M (led by Franklin Resources doubling to $31.2M) while 13 sellers trimmed $7.8M (led by Voloridge cutting $3.2M and RenTech trimming $965K). Net buying of ~$33.1M suggests some institutional optimism, but the selling by quant funds and the lagged 13F data temper the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $33.1M
▲ Buyers (15)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Franklin Resources | DOUBLED | +455.3% | $31.2M | $27.0M |
| Connor, Clark & Lunn Investmen | ADD | +33.6% | $10.5M | $4.5M |
| Sei Investments | ADD | +93% | $7.7M | $4.7M |
| Marshall Wace | DOUBLED | +106.3% | $3.2M | $2.0M |
| Fifth Third Bancorp | DOUBLED | +8267.3% | $1.2M | $1.2M |
▼ Sellers (13)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Voloridge Investment Managemen | TRIM | -55.7% | $7.8M | -$3.2M |
| Healthcare Of Ontario Pension | TRIM | -72.5% | $3.0M | -$1.9M |
| RenTech | TRIM | -44.6% | $3.6M | -$964.9K |
| State Of Wisconsin Investment | TRIM | -45.8% | $3.3M | -$948.5K |
| Point72 | TRIM | -40% | $1.8M | -$380.1K |
Key Facts
- 15 institutional buyers added $40.9M in aggregate, led by Franklin Resources (DOUBLED to $31.2M) and Connor Clark & Lunn (ADD to $10.5M)
- 13 institutional sellers trimmed $7.8M, led by Voloridge (TRIM -$3.2M), Healthcare of Ontario Pension (TRIM -$1.9M), and RenTech (TRIM -$965K)
- Net institutional inflow of ~$33.1M, but the cluster is mixed with notable quant selling (RenTech, Point72)
- Top holders BlackRock ($224M), Victory Capital ($71M), and Vanguard ($62M) were not among the active movers in this cluster
Financial Impact
Net institutional buying of approximately $33.1M, with total buyer positions at $56.5M and seller reductions at $7.8M
Risk Factors
- 13F data is 45+ days old; positions may have been unwound since quarter-end
- Quant selling (RenTech, Point72) could indicate negative near-term signals that are not yet public
- Historical calibration shows low win rates for directional scores in this segment, suggesting limited predictive power
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-COHU-2026-Q1 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Insider Cluster | $52.88 $50.72 | ▼ −4.08% | ▼ −3.69% | — |
Jun 20, 2026 14w ago | Institutional Cluster | $70.07 $51.19 | ▼ −26.94% | ▼ −26.80% | — |
May 26, 2026 18w ago | Insider Cluster | $54.94 $67.36 | ▲ +22.61% | ▲ +24.51% | — |
May 22, 2026 18w ago | Insider Cluster | $49.93 $62.51 | ▲ +25.20% | ▲ +27.14% | — |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▼ −41.20% | ▼ −39.62% | — |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▲ +41.20% | ▲ +39.62% | — |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▲ +41.20% | ▲ +39.62% | — |
May 11, 2026 20w ago | Insider Cluster | $51.28 $54.99 | ▲ +7.23% | ▲ +7.54% | — |
US Market Status
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