The cluster is dominated by one large seller (Robeco) offsetting three small buyers. Monitor whether Robeco continues reducing in Q4; if selling persists, it could signal a broader institutional de-rating. The small buyers' conviction is notable but too small in dollar terms to move the stock.
Executive Summary
Three small asset managers added LDOS positions in Q3, while Robeco Institutional Asset Management trimmed a large stake. The net dollar flow is negative ($20.3M outflow) due to Robeco's sizable reduction, but the buyer count (3) exceeds sellers (1). The cluster is mixed: small active managers accumulating vs. a large institutional seller trimming.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$20.3M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +64.7% | $8.0M | $3.5M |
| Mather Group | DOUBLED | +372.9% | $345.0K | $283.0K |
| Hb Wealth Management | ADD | +68.2% | $1.6M | $808.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | TRIM | -63.8% | $43.6M | -$24.9M |
Key Facts
- 3 buyers added $4.6M in LDOS; 1 seller reduced by $24.9M
- Wealth Enhancement Advisory Services added 27K shares (+64.7%), value now $8.0M
- Mather Group nearly quadrupled its tiny position (+372.9%) to $345K
- Hb Wealth Management added 5.4K shares (+68.2%), value now $1.6M
- Robeco Institutional Asset Management trimmed 270.2K shares (-63.8%), value now $18.6M
- Net institutional dollar flow: -$20.3M (sellers dominated by value)
Financial Impact
Three small asset managers accumulated $4.6M in LDOS, while one large institutional seller reduced by $24.9M, resulting in a net outflow of $20.3M.
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound
- Robeco's large trim could indicate a fundamental concern not yet public
- Small buyers' aggregate $4.6M is negligible relative to LDOS's ~$17B market cap
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-LDOS-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $136.08 | awaiting T+20 | — | — |
Oct 14, 2026 13d ago | Press Release | $120.59 | awaiting T+20 | — | — |
Oct 13, 2026 14d ago | GOVT-CONTRACT | $120.59 | awaiting T+20 | — | — |
Oct 6, 2026 20d ago | Press Release | $116.69 | awaiting T+20 | — | — |
Oct 5, 2026 21d ago | 8-K | $119.45 | awaiting T+20 | — | — |
Oct 1, 2026 25d ago | 8-K | $121.97 | awaiting T+20 | — | — |
Sep 29, 2026 27d ago | Press Release | $123.10 | awaiting T+20 | — | — |
Sep 29, 2026 28d ago | GOVT-CONTRACT | $121.83 | awaiting T+20 | — | — |
Sep 29, 2026 28d ago | GOVT-CONTRACT | $121.83 | awaiting T+20 | — | — |
Sep 25, 2026 4w ago | GOVT-CONTRACT | $122.35 $139.86 | ▲ +14.31% | ▲ +14.34% | — |
US Market Status
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