The cluster is dominated by active managers (Ariel, Citadel, Millennium, Point72) making large new or doubled bets, while passive sellers (Fidelity, JPMorgan) trimmed. This suggests a shared thesis around Haemonetics' fundamentals or a catalyst. Monitor upcoming earnings or product news for confirmation of the thesis that drove these Q2 positions.
Executive Summary
Institutional activity in Haemonetics during Q2 2026 was mixed but heavily skewed toward accumulation. 31 buyers added $373.6M in net new positions, led by a new $154.6M stake from Ariel and massive doubling by Citadel ($98.7M added) and Millennium ($42.2M added). On the sell side, 26 sellers reduced holdings by $74.8M, with Fidelity exiting most of its $71.9M position and D.E. Shaw and Susquehanna nearly exiting. The net $298.8M inflow signals strong conviction from active managers, though the 45-day reporting lag means positions may have shifted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $298.8M
▲ Buyers (31)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Ariel | NEW | +0% | $154.6M | $154.6M |
| Citadel | DOUBLED | +485% | $113.3M | $98.7M |
| UBS | ADD | +86.7% | $73.8M | $44.1M |
| Millennium | DOUBLED | +5730.1% | $42.8M | $42.2M |
| Morgan Stanley | ADD | +58.9% | $35.0M | $18.4M |
▼ Sellers (26)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fidelity | NEAR_EXIT | -77.4% | $71.9M | -$50.3M |
| Susquehanna International Group | NEAR_EXIT | -92.7% | $13.2M | -$11.9M |
| D.E. Shaw | NEAR_EXIT | -81.1% | $10.7M | -$8.0M |
| Boston Partners | TRIM | -27.1% | $31.4M | -$1.0M |
| JPMorgan | TRIM | -30.7% | $18.1M | -$792.0K |
Key Facts
- 31 institutions accumulated $442.9M in HAE positions (net change +$373.6M) vs 26 sellers reducing by $74.8M
- Ariel initiated a new $154.6M position — the largest single buyer
- Citadel doubled its stake, adding $98.7M to reach $113.3M
- Millennium increased holdings by 5,730% (+$42.2M) to $42.8M
- Fidelity cut 77.4% of its position, selling $50.3M to exit from $71.9M
- D.E. Shaw and Susquehanna both nearly exited, selling $8.0M and $11.9M respectively
- Net aggregate inflow of ~$298.8M from tracked institutions
Financial Impact
31 institutions accumulated $442.9M in new positions (net change +$373.6M) while 26 sellers reduced holdings by $74.8M, resulting in a net inflow of approximately $298.8M
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound since quarter-end
- Selling by Fidelity ($50.3M exit) and D.E. Shaw ($8.0M near-exit) adds a contrarian signal that could indicate bearish views from sophisticated managers
- No insider buying data provided to corroborate the institutional thesis
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-HAE-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $117.11 $116.16 | ▼ −0.81% | ▲ +0.37% | — |
Oct 19, 2026 7d ago | Press Release | $118.21 $117.11 | ▼ −0.93% | ▼ −1.46% | — |
Oct 12, 2026 14d ago | Institutional Cluster | $122.06 $121.72 | ▼ −0.28% | ▼ −0.27% | — |
Oct 8, 2026 18d ago | 8-K | $119.47 $118.69 | ▼ −0.65% | ▼ −1.25% | — |
Sep 30, 2026 26d ago | Press Release | $104.37 $104.68 | ▲ +0.30% | ▼ −0.44% | — |
Sep 30, 2026 27d ago | Court Ruling | $104.37 $104.68 | ▲ +0.30% | ▼ −0.44% | — |
Aug 18, 2026 9w ago | 8-K | $104.65 $108.41 | ▲ +3.59% | ▲ +3.38% | — |
Jun 9, 2026 19w ago | DEFA14A | $78.80 $79.84 | ▲ +1.32% | ▼ −0.38% | — |
Jun 5, 2026 20w ago | 8-K | $71.28 $74.88 | ▲ +5.05% | ▲ +4.82% | — |
May 7, 2026 24w ago | 8-K | $54.37 $55.12 | ▲ +1.38% | ▲ +0.55% | — |
US Market Status
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