The cluster is small and dominated by trims from three asset managers, while the sole buyer is a modest add. With no large active fund conviction on either side, monitor next 13F for broader institutional sentiment and any insider buying to corroborate a thesis change.
How the stock moved after the report
BEARISH VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $139.44entry
- T+1 · 2d ago +3.03%α +1.37% · $143.66
- T+3 · todayOpen
- T+5 · in 4d Pending
- T+20 · in 26d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three institutional asset managers trimmed their GRAIL positions in Q3 2026, while one added modestly. The net conviction is bearish, with $9.0M in buying offset by only $198K in selling, but the buyer is a single small add and the sellers are three separate trims, suggesting a cautious or reducing stance among active managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.8M
▲ Buyers (1)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Principal Financial Group | ADD | +99.1% | $11.9M | $9.0M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Strs Ohio | TRIM | -45.1% | $1.0M | -$132.0K |
| Concurrent Investment Advisors | TRIM | -59.1% | $2.1M | -$331.0K |
| Assetmark | TRIM | -47.9% | $6.0K | -$449.00 |
Key Facts
- 3 institutions trimmed GRAIL positions in Q3 2026; 1 added
- Total buying value: $9.0M (Principal Financial Group add)
- Total selling value: $198K (3 trims)
- Principal Financial Group increased holdings by 99.1% (42.5K to 84.7K shares)
- Strs Ohio trimmed 45.1% (15.3K to 8.4K shares)
- Concurrent Investment Advisors trimmed 59.1% (30.3K to 12.4K shares)
- Assetmark trimmed 47.9% (94 to 49 shares)
Financial Impact
Net institutional activity: $9.0M in buying vs $198K in selling. The single buyer's $9.0M add is small relative to GRAIL's $7.1B market cap (0.13%). Three trims total only $198K, negligible in size.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound or reversed since quarter-end
- Only 4 institutions in cluster; signal is weak and not statistically significant
- No insider buying to corroborate the cluster; recent insider activity shows 7 sells totaling $3.9M
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-GRAL-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | SC 13G/A | $119.81 | awaiting T+20 | awaiting T+20 | No price |
Nov 4, 2026 1d ago | 8-K | $113.84 | awaiting T+20 | awaiting T+20 | No price |
Nov 2, 2026 2d ago | Institutional Cluster | $139.44 | awaiting T+20 | awaiting T+20 | No price |
Oct 21, 2026 15d ago | Press Release | $127.06 | awaiting T+20 | awaiting T+20 | No price |
Sep 23, 2026 6w ago | Insider Cluster | $125.21 $127.06 | ▼ −1.48% | ▼ −1.90% | No price |
Sep 22, 2026 6w ago | Institutional Cluster | $108.52 $124.67 | ▲ +14.88% | ▲ +15.44% | No price |
Aug 31, 2026 9w ago | Insider Cluster | $79.79 $140.12 | ▲ +75.61% | ▲ +75.29% | No price |
Jun 11, 2026 21w ago | Institutional Cluster | $60.16 $75.79 | ▲ +25.98% | ▲ +24.09% | No price |
Apr 28, 2026 27w ago | DEFA14A | $49.69 $73.92 | ▲ +48.76% | ▲ +42.71% | No price |
Apr 8, 2026 30w ago | Insider Cluster | $50.78 $54.40 | ▼ −7.13% | ▲ +1.42% | No price |
US Market Status
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