Monitor for follow-up activity from active managers; if they do not join the move, this may be passive/index-driven rather than a fundamental shift in sentiment. Consider whether recent index inclusion or weighting changes could explain the surge in passive buying.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Immersion Corp (IMMR) during Q4 2024, collectively adding $4.6 million in new holdings. The cluster shows no institutional selling, indicating one-sided accumulation among large filers. This coordinated buying suggests growing institutional interest, though all buyers are passive managers, which may reflect index rebalancing rather than active conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +116.9% | $4.3M | $2.3M |
| UBS | DOUBLED | +1315.2% | $2.5M | $2.3M |
| Wells Fargo | ADD | +39.6% | $203.0K | $54.0K |
Key Facts
- Morgan Stanley doubled its position, increasing value by $2.3M (from $2.0M to $4.3M).
- UBS increased its stake by 1315.2%, adding $2.3M in value (from $178K to $2.5M).
- Wells Fargo added $54K in value with a 39.6% share increase.
- No institutional selling was reported in the quarter.
- All buyers are classified as mega-passive firms, suggesting possible index-driven activity.
Financial Impact
3 institutions accumulated $4.6M in net new positions during Q4 2024
Risk Factors
- Signal may be driven by passive index rebalancing rather than fundamental optimism.
- Lack of participation from active or activist investors limits conviction strength.
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-IMMR-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 6w ago | 8-K | $7.21 | awaiting T+60 | — | — |
Aug 28, 2026 8w ago | DEFA14A | $7.58 | awaiting T+60 | — | — |
Jul 27, 2026 13w ago | 8-K | $7.74 $7.08 | ▼ −8.47% | ▼ −12.17% | — |
Jul 2, 2026 16w ago | 8-K | $6.78 $7.25 | ▲ +6.93% | ▲ +3.36% | — |
May 15, 2026 23w ago | 8-K | $6.15 $7.48 | ▲ +21.63% | ▲ +17.11% | — |
Apr 24, 2026 26w ago | 8-K | $6.09 $6.52 | ▼ −7.06% | ▼ −1.98% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $6.09 $6.38 | ▲ +4.79% | ▼ −4.54% | — |
US Market Status
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