The dominant signal is a large full exit by Meitav Investment House, which outweighs the smaller additions. Monitor next 13F filing to see if the selling trend continues or stabilizes; the lack of insider buying reduces conviction in the accumulation side.
Executive Summary
Institutional activity in GRNY during 2026-Q3 shows mixed conviction: two asset managers added modest positions totaling $3.5M, while three others reduced holdings by $26.2M, led by a full exit from Meitav Investment House ($25.3M). The net selling pressure and absence of insider buying suggest caution.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$22.7M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Davenport & Co | ADD | +30% | $7.7M | $1.8M |
| Concurrent Investment Advisors | ADD | +28.7% | $7.4M | $1.7M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Meitav Investment House | EXIT | -100% | $25.3M | -$25.3M |
| Truist Financial | TRIM | -50.7% | $1.3M | -$635.0K |
| Mather Group | TRIM | -71.5% | $381.0K | -$272.0K |
Key Facts
- 2 buyers added $3.5M in aggregate (Davenport & Co +$1.8M, Concurrent Investment Advisors +$1.7M)
- 3 sellers reduced holdings by $26.2M in aggregate (Meitav full exit -$25.3M, Truist trim -$635K, Mather Group trim -$272K)
- Meitav Investment House exited a $25.3M position (100% of its stake)
- No open-market insider buying in the period (confluence score 14/100, institutions_only)
Financial Impact
Net institutional selling of $22.7M ($26.2M sold vs $3.5M bought) during 2026-Q3
Risk Factors
- 13F data is 45+ days stale; positions may have changed since quarter-end
- One large exit ($25.3M) drives most of the net selling; could be a single-fund thesis change rather than sector-wide view
- No insider buying to corroborate the accumulation signal
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-GRNY-2026-Q3 |
US Market Status
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