Monitor upcoming 13F filings for Q4 2026 to see if Assenagon's massive position was maintained or reduced. The concentrated buying by a single large active manager warrants attention for potential catalyst or thesis confirmation in the next earnings release.
Executive Summary
A bullish institutional cluster formed in Hinge Health during Q3 2026, with three asset managers accumulating $174.1M in net new positions, led by Assenagon Asset Management which more than doubled its stake to $180.4M. The buying was overwhelmingly concentrated in one large active manager, while only one small seller trimmed a $479K position, suggesting strong conviction in the company's fundamentals.
Key Financial Metrics
Institutional Positions
Net institutional flow: $174.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +60.1% | $882.0K | $412.0K |
| Assenagon Asset Management | DOUBLED | +2141.9% | $180.4M | $173.5M |
| Nisa Investment Advisors | DOUBLED | +270.3% | $251.0K | $193.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | TRIM | -55% | $1.0M | -$479.0K |
Key Facts
- 3 institutional buyers accumulated $174.1M in net new positions during Q3 2026
- Assenagon Asset Management increased its stake by 2,141.9% to $180.4M, accounting for 99.4% of total buying value
- Only 1 seller trimmed $479K, representing minimal distribution
- All buyers are active asset managers, not passive/index funds, strengthening the signal
- 13F data is 45+ days stale; positions may have been partially unwound
Financial Impact
3 institutions accumulated $181.5M in total holdings with net buying of $174.1M, while 1 seller reduced holdings by $479K
Risk Factors
- 13F data is stale by 45+ days; the cluster may have been partially or fully unwound
- Buying is highly concentrated in one manager (Assenagon), reducing diversification of the signal
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-HNGE-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $112.00 | awaiting T+20 | — | — |
Oct 13, 2026 13d ago | Insider Cluster | $105.00 | awaiting T+20 | — | — |
Oct 13, 2026 14d ago | 144 | $105.14 | awaiting T+20 | — | — |
Oct 6, 2026 20d ago | 144 | $97.86 | awaiting T+20 | — | — |
Sep 23, 2026 4w ago | Insider Cluster | $91.98 $109.93 | ▲ +19.52% | ▲ +19.93% | — |
Sep 15, 2026 5w ago | Insider Cluster | $93.73 $105.00 | ▼ −12.02% | ▼ −9.96% | — |
Sep 15, 2026 5w ago | Insider Cluster | $93.73 $104.82 | ▲ +11.83% | ▲ +8.39% | — |
Sep 14, 2026 6w ago | Insider Cluster | $92.39 $105.14 | ▲ +13.80% | ▲ +10.82% | — |
Sep 11, 2026 6w ago | Insider Cluster | $94.79 $104.82 | ▼ −10.58% | ▼ −8.32% | — |
Sep 1, 2026 7w ago | 144 | $91.85 $97.94 | ▲ +6.63% | ▲ +6.78% | — |
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