The cluster is mixed—strong buying from mega-passive and quant funds offset by significant quant selling. The net positive flow suggests underlying value, but lack of clear directional consensus warrants caution. Monitor upcoming earnings for catalyst confirmation.
Executive Summary
Institutional cluster for ManpowerGroup (MAN) in Q3 shows 5 buyers (net +$75.1M) and 4 sellers (net -$25.5M), led by aggressive accumulation from Citadel, UBS, and Morgan Stanley, while quant funds D.E. Shaw and Point72 trimmed significantly. The mixed conviction suggests divergent views on the staffing recovery outlook.
Key Financial Metrics
Institutional Positions
Net institutional flow: $49.6M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | ADD | +88.2% | $55.6M | $24.1M |
| UBS | ADD | +76.1% | $45.0M | $17.8M |
| Morgan Stanley | DOUBLED | +109.2% | $49.6M | $24.3M |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | TRIM | -49.3% | $28.5M | -$14.9M |
| Point72 | TRIM | -49.4% | $13.8M | -$7.3M |
| T. Rowe Price | NEAR_EXIT | -80.7% | $7.0K | -$6.1K |
Key Facts
- 5 firms added $75.1M in MAN positions; 4 firms reduced by $25.5M.
- Citadel +88.2%, UBS +76.1%, Morgan Stanley +109.2% (doubled).
- D.E. Shaw -49.3%, Point72 -49.4%, T. Rowe Price -80.7% (near exit).
- Aggregate buyer holdings $172.4M; seller prior holdings $50.7M.
Financial Impact
Net institutional buying of approximately $49.6M during Q3 2025.
Risk Factors
- Selling by D.E. Shaw and Point72 may indicate caution on staffing demand.
- Quantitative strategies may reverse positions quickly, reducing signal reliability.
- Staffing sector is cyclical; economic slowdown could pressure fundamentals.
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-MAN-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | 8-K | $43.74 $46.60 | ▼ −6.54% | ▼ −7.55% | — |
Oct 15, 2026 12d ago | 8-K | $43.74 $46.60 | ▲ +6.54% | ▲ +7.55% | — |
Oct 1, 2026 26d ago | Press Release | $56.28 $54.36 | ▼ −3.41% | ▼ −4.71% | — |
Aug 11, 2026 11w ago | 8-K | $56.24 $59.48 | ▲ +5.76% | ▲ +6.16% | — |
Aug 7, 2026 11w ago | Institutional Cluster | $56.60 $58.30 | ▼ −3.00% | ▼ −2.61% | — |
Jul 16, 2026 14w ago | 8-K | $51.65 $49.95 | ▲ +3.29% | ▲ +1.62% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $34.00 $34.29 | ▲ +0.85% | ▲ +0.42% | — |
Apr 16, 2026 27w ago | 8-K | $31.00 $29.26 | ▲ +5.61% | ▲ +6.60% | — |
Mar 23, 2026 31w ago | DEFA14A | $27.87 $29.46 | ▲ +5.71% | ▲ +6.13% | — |
US Market Status
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