The cluster is driven entirely by large passive managers, suggesting possible index inclusion or rebalancing; however, the scale of the Morgan Stanley move indicates potential broader market recognition. Traders should monitor for follow-on buying or increased retail interest.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Hillevax Inc (HLVX) during Q4 2024, with aggregate buying totaling $1.1M in net new value. Morgan Stanley and UBS both more than doubled their holdings, indicating strong accumulation despite no active sellers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +173.2% | $1.4M | $980.0K |
| UBS | DOUBLED | +175.1% | $96.0K | $67.0K |
| Wells Fargo | ADD | +31.3% | $37.0K | $13.0K |
Key Facts
- Morgan Stanley doubled its stake, adding 435.8K shares (value increase of $980K).
- UBS increased its position by 175.1%, adding 29.6K shares (value increase of $67K).
- Wells Fargo added 4.2K shares, increasing its holding by 31.3% (value increase of $13K).
- No institutional selling was reported in this quarter.
Financial Impact
3 institutions accumulated $1.1M in net new positions, bringing total current holdings to $1.6M.
Risk Factors
- All buyers are passive institutions, which may limit near-term price catalysts from active ownership.
- The total dollar value remains relatively small ($1.6M), indicating limited institutional depth so far.
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-HLVX-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 12, 2026 19w ago | Institutional Cluster | — | awaiting T+20 | — | — |
Feb 28, 2026 34w ago | Institutional Cluster | — | awaiting T+20 | — | — |
US Market Status
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