The cluster is entirely one-sided buying, but with a 45-day reporting lag and no insider corroboration, the signal is moderate. Monitor next quarter's 13F for whether these positions were maintained or reversed, and watch for any insider Form 4 filings that might confirm the thesis.
How the stock moved after the report
BULLISH VIEWSTOCK ABOVE ENTRY AT T+5- T+0 · Nov 3 $40.15entry
- T+1 · 8d ago +8.49%α +6.84% · $43.56
- T+5 · yesterday +6.28%α +6.86% · $42.67
- T+6 · todayOpen
- T+20 · in 20d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Six institutional investors increased their positions in Concentra Group Holdings during Q3 2026, with net buying of $18.3M led by a new $16.1M position from Alps Advisors. No institutional selling was reported, and no insider open-market buying corroborates the cluster, suggesting the moves are institution-driven without insider confirmation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $18.3M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Alps Advisors | NEW | +0% | $16.1M | $16.1M |
| Creative Planning | ADD | +47.8% | $3.0M | $1.3M |
| Strs Ohio | DOUBLED | +850% | $589.0K | $535.0K |
| Exchange Traded Concepts | DOUBLED | +226.7% | $445.0K | $327.0K |
| Nisa Investment Advisors | ADD | +51% | $298.0K | $127.0K |
| Assetmark | ADD | +78.9% | $1.0K | $605.00 |
Key Facts
- 6 institutional buyers with aggregate current holdings of $20.5M and net change of +$18.3M
- Alps Advisors established a new position worth $16.1M (466.8K shares), the largest single move
- Strs Ohio doubled its position (+850% shares, from 1.8K to 17.1K, value +$535K)
- Exchange Traded Concepts doubled (+226.7% shares, value +$327K)
- Creative Planning added 47.8% (value +$1.3M), Nisa Investment Advisors added 51.0% (value +$127K)
- No institutional sellers in the cluster
- Insider-institutional confluence score is 34/100 (institutions only, no open-market insider buying)
Financial Impact
6 institutions accumulated $18.3M in net new positions during Q3 2026, with Alps Advisors contributing $16.1M of that total via a new stake.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional thesis
- All buyers are asset managers (not activist or event-driven funds), limiting signal intensity
- Alps Advisors' $16.1M new position dominates the cluster; if it was a passive or index-driven allocation, the signal is weaker
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-CON-2026-Q3 |
Track record
13 reports on CON
2 of 3 bullish or bearish reports moved the stock their way by T+1. Best: +7.93% at T+60 after the Feb 28, 2026 report. 3 of 3 went positive at some point.
Filters
- Nov 10, 20261d ago SC 13D/A Neutral 4/10 Entry $42.40 settles Nov 12
- Nov 10, 20261d ago 8-K Neutral 3/10 Entry $42.40 settles Nov 12
- Nov 9, 20262d ago 8-K Neutral 2/10 Entry $42.67 to $43.45 ▲ +1.83% +0.51% vs SPY
- Nov 5, 20266d ago 3 Neutral 2/10 Entry $42.22 to $42.40 ▲ +0.43% −1.94% vs SPY
- Nov 5, 20266d ago 8-K Bullish 6/10 Entry $42.22 to $42.40 ▲ +0.43% −1.94% vs SPY
- Nov 3, 20268d ago Institutional Cluster Bullish 4/10 Viewing Entry $40.15 to $43.56 ▲ +8.49% +6.84% vs SPY
- Jun 30, 202619w ago 144 Neutral 2/10 Entry $30.77 to $31.91 ▲ +3.70% +3.84% vs SPY
- Jun 29, 202619w ago 144 Neutral 2/10 Entry $29.75 to $30.77 ▲ +3.43% +3.56% vs SPY
- Jun 26, 202619w ago 144 Neutral 3/10 Entry $29.77 to $29.75 ▼ −0.07% −0.85% vs SPY
- Jun 1, 202623w ago 144 Bearish 5/10 Entry $25.09 to $24.75 ▲ +1.36% +0.63% vs SPY
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