The heavy selling by quant funds (RenTech, Bridgewater) and passive (Morgan Stanley) signals reduced conviction despite strong analyst ratings. Monitor for further institutional distribution and gold price trends. The buying by D.E. Shaw and Barclays is smaller and may represent short-term hedging rather than long-term bullishness.
Executive Summary
Institutional cluster for HMY shows heavy net selling (-$16.1M) with 6 sellers vs 4 buyers, led by RenTech and Bridgewater near-exits and Morgan Stanley trimming, while D.E. Shaw and Barclays doubled smaller positions. The selling by quant and passive funds outweighs buying, suggesting diminishing institutional conviction despite bullish analyst consensus.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$16.1M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | DOUBLED | +372.5% | $3.8M | $3.2M |
| Barclays | DOUBLED | +131.1% | $5.1M | $5.1M |
▼ Sellers (6)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| RenTech | NEAR_EXIT | -82.1% | $10.5M | -$8.0M |
| Bridgewater | NEAR_EXIT | -90.9% | $9.1M | -$8.0M |
| Morgan Stanley | TRIM | -48.9% | $30.6M | -$10.3M |
Key Facts
- 6 institutional sellers reduced holdings by $30.99M, while 4 buyers added $14.9M, net -$16.1M
- RenTech NEAR_EXIT from $10.5M to $2.4M (82% reduction)
- Bridgewater NEAR_EXIT from $9.1M to $1.1M (91% reduction)
- Morgan Stanley trimmed 49% of its position, from $30.6M to $20.3M
- D.E. Shaw doubled its stake to $3.8M, and Barclays doubled to $5.1M
- Analyst consensus is 82% bullish (2 Strong Buy, 7 Buy, 2 Hold)
Financial Impact
Net institutional selling of $16.1M, with $30.99M sold vs $14.9M bought
Risk Factors
- Continued institutional selling could pressure the stock
- Gold price volatility may impact operations
- 13F data is 45 days old; positions may have changed
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-HMY-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | 6-K | $19.54 $19.92 | ▲ +1.94% | ▲ +1.13% | — |
Sep 8, 2026 24d ago | 6-K | $20.23 $19.63 | ▼ −2.97% | ▼ −2.30% | — |
Aug 27, 2026 5w ago | 6-K | $21.03 $20.76 | ▼ −1.28% | ▼ −1.55% | — |
Aug 27, 2026 5w ago | 6-K | $21.03 $20.76 | ▼ −1.28% | ▼ −1.55% | — |
Aug 21, 2026 6w ago | 6-K | $23.54 $20.23 | ▼ −14.06% | ▼ −14.54% | — |
Aug 18, 2026 6w ago | 6-K | $19.28 $22.95 | ▲ +19.04% | ▲ +19.24% | — |
Aug 17, 2026 6w ago | 6-K | $20.03 $22.81 | ▲ +13.88% | ▲ +15.07% | — |
Jul 20, 2026 10w ago | 6-K | $14.33 $15.87 | ▲ +10.75% | ▲ +11.17% | — |
Jun 30, 2026 13w ago | 6-K | $15.21 $16.29 | ▲ +7.10% | ▲ +6.50% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $15.21 $17.10 | ▼ −12.43% | ▼ −11.99% | — |
US Market Status
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