The cluster is 75% buyer-driven by dollar count but dominated by a single fund (Assenagon) whose 1,192% position increase is unusually large. Monitor upcoming 13F filings to see if this conviction held or was reversed. The absence of passive/index funds suggests active conviction rather than mechanical rebalancing.
Executive Summary
A bullish institutional cluster formed in HAE during Q3 2026, with three asset managers adding $45.3M in net new positions while one seller trimmed $14.8M. The cluster is dominated by a single large doubler (Assenagon) that added $45.1M, suggesting a concentrated conviction bet on Haemonetics' blood management technology or upcoming catalysts.
Key Financial Metrics
Institutional Positions
Net institutional flow: $30.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +1191.9% | $47.8M | $45.1M |
| Farther Finance Advisors | ADD | +55.8% | $100.0K | $54.0K |
| Nisa Investment Advisors | ADD | +36.7% | $191.0K | $91.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fort Washington Investment Advisors | TRIM | -45.7% | $62.3M | -$14.8M |
Key Facts
- 3 institutional buyers added $45.3M in aggregate, led by Assenagon Asset Management which DOUBLED its position (+1,191.9%) to $47.8M
- 1 institutional seller (Fort Washington) trimmed $14.8M trimmed, reducing its stake by 45.7%
- Net institutional flow was +$30.5M (buyers $48.1M vs sellers $47.5M in current holdings)
- All four funds are categorized as asset managers; no activist, hedge fund or passive/index funds in the cluster
Financial Impact
Three institutions accumulated $48.1M in current holdings (net new money $45.3M), while one institution reduced by $14.8M — net institutional inflow of approximately $30.5M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Single-fund dominance (Assenagon = 99% of buying value) reduces diversification of the signal
- No insider buying corroboration provided — institutional signal lacks insider confirmation
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-Q3 |
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers