Monitor for follow-up activity from active managers; current buying is passive-driven, which may reflect index inclusion or rebalancing rather than fundamental catalysts. A breakout above key resistance could attract active buyers.
Executive Summary
Three major passive institutions — Morgan Stanley, Schwab, and UBS — significantly increased their positions in Delcath Systems (DCTH) during Q4 2024, collectively adding $1.5M in new exposure, while Wells Fargo trimmed a small portion of its holdings. The cluster is dominated by large passive managers, indicating broad institutional interest, though not necessarily active conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +61.6% | $2.1M | $1.1M |
| Schwab | NEW | +0% | $156.0K | $156.0K |
| UBS | DOUBLED | +1258.1% | $249.0K | $235.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | TRIM | -38.7% | $22.0K | -$4.1K |
Key Facts
- Morgan Stanley added $1.1M to its position, increasing shares by 61.6%.
- Schwab initiated a new position worth $156K.
- UBS more than doubled its stake with a 1258.1% increase, adding $235K in value.
- Wells Fargo reduced its position by 38.7%, exiting $4,055 in value.
- All activity came from mega-passive institutions, suggesting index-driven or broad allocation trends rather than activist or high-conviction bets.
Financial Impact
3 institutions accumulated $1.5M in net new positions, while 1 reduced holdings by $4,055
Risk Factors
- Signal is driven by passive institutions, which may not reflect fundamental conviction.
- Limited number of participants — only one seller, but overall float remains concentrated and illiquid.
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-DCTH-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 11, 2026 16w ago | Institutional Cluster | $11.77 $16.48 | ▲ +40.08% | ▲ +35.68% | — |
May 14, 2026 20w ago | 8-K | $11.46 $16.67 | ▲ +45.46% | ▲ +41.87% | — |
May 7, 2026 21w ago | 8-K | $11.24 $13.04 | ▲ +16.01% | ▲ +12.18% | — |
Apr 2, 2026 26w ago | DEFA14A | $9.63 $12.59 | ▲ +30.74% | ▲ +16.58% | — |
Mar 2, 2026 30w ago | Insider Cluster | $8.93 $10.83 | ▲ +21.28% | ▲ +11.95% | — |
Feb 28, 2026 30w ago | Institutional Cluster | $8.93 $10.83 | ▲ +21.28% | ▲ +11.95% | — |
Feb 26, 2026 31w ago | 8-K | $9.00 $11.45 | ▲ +27.22% | ▲ +19.47% | — |
US Market Status
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