A mixed institutional cluster in CRUS shows small asset managers modestly adding positions while two larger asset managers, Assenagon and Robeco, executed significant reductions totaling $78.9M in selling value. The net conviction is mixed, with the selling side dominating in dollar terms.
Executive Summary
A mixed institutional cluster in CRUS shows small asset managers modestly adding positions while two larger asset managers, Assenagon and Robeco, executed significant reductions totaling $78.9M in selling value. The net conviction is mixed, with the selling side dominating in dollar terms.
Key Facts
- 3 small asset managers added positions totaling $3.0M in current holdings, net change -$31K
- 2 large asset managers sold $78.9M in aggregate, led by Robeco trimming $51.0M and Assenagon near-exiting $27.9M
- Net directional signal is mixed: buying by small advisors vs heavy selling by institutional managers
Financial Impact
3 small buyers added ~$3.0M in current holdings (net change -$31K) vs 2 sellers sold $78.9M in aggregate; net selling dominates at -$78.9M
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-CRUS-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $110.49 | awaiting T+60 | — | — |
Oct 13, 2026 13d ago | 8-K | $108.34 | awaiting T+60 | — | — |
Oct 6, 2026 20d ago | 8-K | $112.68 | awaiting T+60 | — | — |
Aug 14, 2026 10w ago | Institutional Cluster | $119.87 | awaiting T+60 | — | — |
Aug 5, 2026 11w ago | 8-K | $123.51 | awaiting T+60 | — | — |
Jul 2, 2026 16w ago | Insider Cluster | $148.83 $120.80 | ▼ −18.83% | ▼ −20.55% | — |
Jun 30, 2026 16w ago | Insider Cluster | $146.42 $118.80 | ▼ −18.86% | ▼ −21.82% | — |
Jun 2, 2026 20w ago | Insider Cluster | $178.90 $110.88 | ▼ −38.02% | ▼ −40.52% | — |
May 26, 2026 21w ago | Insider Cluster | $173.59 $116.90 | ▼ −32.66% | ▼ −34.54% | — |
May 21, 2026 22w ago | 144 | $171.17 $116.88 | ▼ −31.72% | ▼ −34.91% | — |
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