The cluster is too small and one-sided (Wasatch's trim dwarfs the three buyers) to signal a meaningful institutional thesis shift. Monitor upcoming 13F filings for larger holders' moves and any clinical or regulatory catalysts for DYN.
Executive Summary
Three small asset managers added to their Dyne Therapeutics positions in Q3 2026, while Wasatch Advisors trimmed a larger stake. The net institutional activity is minimal in dollar terms ($139K net buying) and dominated by tiny positions, suggesting no strong shared thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$4.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Mirae Asset Global Investments Co. | ADD | +29.1% | $154.0K | -$10.0K |
| Farther Finance Advisors | DOUBLED | +155% | $822.00 | $378.00 |
| Assetmark | ADD | +70.2% | $785.0K | $149.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | TRIM | -27.9% | $9.9M | -$4.7M |
Key Facts
- 3 institutional buyers added $139K in net new holdings (aggregate current holdings $939K)
- 1 seller (Wasatch Advisors) trimmed $4.7M, reducing its stake by 27.9%
- Total institutional cluster activity is small relative to DYN's $3.2B market cap
- Insider buying was minimal ($40K) and divergent from institutional selling
- All buyers are asset managers with very small positions (largest buyer holds $785K)
Financial Impact
Net institutional buying of $139K vs. $4.7M in selling from Wasatch Advisors; total cluster activity ~$5.6M, immaterial for a $3.2B market cap company
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Wasatch's 27.9% trim could indicate a negative reassessment not yet public
- Insider buying is negligible and does not corroborate the institutional buying 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-DYN-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $17.04 | awaiting T+20 | awaiting T+20 | No price |
Oct 22, 2026 10d ago | Press Release | $15.62 | awaiting T+20 | awaiting T+20 | No price |
Oct 12, 2026 20d ago | Institutional Cluster | $15.96 | awaiting T+20 | awaiting T+20 | No price |
Sep 29, 2026 4w ago | Press Release | $16.11 $16.94 | ▲ +5.15% | ▲ +4.23% | No price |
Sep 8, 2026 7w ago | Insider Cluster | $19.19 $15.97 | ▼ −16.78% | ▼ −18.72% | No price |
Aug 17, 2026 10w ago | Insider Cluster | $26.00 $17.31 | ▲ +33.44% | ▲ +31.70% | No price |
Aug 14, 2026 11w ago | 144 | $26.15 $18.52 | ▼ −29.18% | ▼ −27.65% | No price |
Aug 13, 2026 11w ago | 144 | $25.70 $18.52 | ▲ +27.94% | ▲ +25.95% | No price |
Aug 13, 2026 11w ago | 144 | $25.70 $18.52 | ▼ −27.94% | ▼ −25.95% | No price |
Aug 13, 2026 11w ago | 144 | $25.70 $18.52 | ▼ −27.94% | ▼ −25.95% | No price |
US Market Status
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