The cluster is small ($12.2M net) and stale (45-day lag), but the unanimous buying direction and Assenagon's large percentage increase suggest a shared thesis. Monitor next 13F for position retention or unwinding to gauge conviction durability.
Executive Summary
Three asset managers added to their IPGP positions in Q3 2026, with Assenagon Asset Management nearly doubling its stake by adding $11.8M in value. Total buying activity was $12.2M net, with no tracked sellers. The cluster is small in scale and 45 days stale, but the conviction from Assenagon's large increase is notable.
Key Financial Metrics
Institutional Positions
Net institutional flow: $12.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +759.3% | $14.3M | $11.8M |
| Wealth Enhancement Advisory Services | ADD | +66.7% | $2.4M | $398.0K |
| Farther Finance Advisors | ADD | +83.9% | $41.0K | $8.0K |
Key Facts
- Three institutional buyers added a net $12.2M to IPGP positions in Q3 2026
- Assenagon Asset Management more than doubled its stake (+759.3% shares, +$11.8M value)
- No tracked sellers in the cluster
- Total current holdings of tracked institutions: $16.7M
- All three buyers are asset managers (active/passive mix), no hedge funds or activists
Financial Impact
Three asset managers accumulated $12.2M net in new IPGP positions during Q3 2026, with Assenagon alone adding $11.8M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Small cluster size ($16.7M total) limits signal strength
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-IPGP-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Institutional Cluster | $73.76 | awaiting T+20 | — | — |
Sep 23, 2026 5w ago | Court Ruling | $77.42 $69.41 | ▲ +10.35% | ▲ +9.93% | — |
Sep 3, 2026 7w ago | Insider Cluster | $78.00 $83.60 | ▲ +7.18% | ▲ +6.33% | — |
Aug 6, 2026 11w ago | Insider Cluster | $90.23 $78.00 | ▼ −13.55% | ▼ −13.16% | — |
Aug 4, 2026 12w ago | Insider Cluster | $91.75 $76.48 | ▼ −16.64% | ▼ −16.04% | — |
Aug 4, 2026 12w ago | 8-K | $94.07 $75.20 | ▼ −20.06% | ▼ −18.82% | — |
Jul 17, 2026 14w ago | 8-K | $104.33 $85.79 | ▼ −17.77% | ▼ −22.22% | — |
Jul 16, 2026 14w ago | Press Release | $104.33 $85.79 | ▼ −17.77% | ▼ −22.22% | — |
Jul 1, 2026 16w ago | Insider Cluster | $105.27 $85.06 | ▼ −19.20% | ▼ −19.50% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $111.19 $108.03 | ▼ −2.84% | ▼ −4.73% | — |
US Market Status
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