The cluster shows passive accumulation during a sharp price decline, which may indicate bottom-fishing or index rebalancing rather than strong fundamental conviction. Traders should monitor for stabilization in share price and any upcoming clinical catalysts for KROS, as the lack of active manager participation limits the bullish signal strength.
Executive Summary
Three major passive institutions — Morgan Stanley, Wells Fargo, and UBS — increased their positions in Keros Therapeutics (KROS) during Q4 2024, with UBS doubling its stake and Morgan Stanley adding nearly 300K shares. Despite the share count increases, the total value of these positions declined significantly due to falling stock price, resulting in a net decrease in market value of $11.7M across the group.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$11.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +79.8% | $10.4M | -$10.8M |
| Wells Fargo | ADD | +37.6% | $241.0K | -$401.2K |
| UBS | DOUBLED | +212.9% | $2.8M | -$477.2K |
Key Facts
- Morgan Stanley increased shares by 79.8% (365.3K → 656.8K), but position value dropped from $21.2M to $10.4M
- Wells Fargo added 4.2K shares (+37.6%), yet value fell from $642K to $241K
- UBS more than doubled its stake (+212.9%, 55.9K → 174.9K), but value decreased from $3.2M to $2.8M
- All three institutions are classified as mega-passive, suggesting index-driven or model-based allocation rather than active conviction
- Aggregate buyer count: 3, seller count: 0; total net value change: -$11.7M
Financial Impact
3 institutions added $13.4M in new share value (based on current prices) while experiencing a combined paper loss of $11.7M on existing holdings due to price decline
Risk Factors
- All buying activity came from passive managers, reducing the signal strength of institutional conviction
- Significant drop in position values despite share increases suggests substantial stock price depreciation during the quarter
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-KROS-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 8, 2026 23d ago | 8-K | $11.31 $11.04 | ▼ −2.39% | ▼ −2.05% | — |
Aug 20, 2026 6w ago | Insider Cluster | $10.95 $11.23 | ▲ +2.56% | ▲ +1.44% | — |
Aug 3, 2026 8w ago | 8-K | $10.25 $10.64 | ▲ +3.80% | ▲ +3.90% | — |
Aug 3, 2026 8w ago | Press Release | $10.25 $10.64 | ▲ +3.80% | ▲ +3.90% | — |
Jul 30, 2026 9w ago | 8-K | $10.07 $11.15 | ▲ +10.72% | ▲ +7.21% | — |
Jul 22, 2026 10w ago | 8-K | $10.14 $10.22 | ▲ +0.79% | ▲ +0.31% | — |
Jun 17, 2026 15w ago | Insider Cluster | $10.65 $10.41 | ▼ −2.25% | ▼ −0.59% | — |
Jun 8, 2026 16w ago | Insider Cluster | $10.07 $10.24 | ▲ +1.69% | ▼ −0.72% | — |
May 14, 2026 20w ago | 8-K | $10.99 $11.22 | ▼ −2.09% | ▼ −2.81% | — |
May 14, 2026 20w ago | Press Release | $10.99 $11.22 | ▼ −2.09% | ▼ −2.81% | — |
US Market Status
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