The absence of institutional selling and strong buying from mega-passive firms may signal growing confidence in MacroGenics' pipeline or upcoming catalysts. Traders should monitor for near-term clinical updates or partnerships as potential triggers.
Executive Summary
Three major institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in MacroGenics (MGNX) during Q4 2024, collectively adding $2.8M in new holdings with no institutional selling observed. The cluster is driven by large passive managers doubling down on the stock, suggesting growing institutional interest despite the company's small market cap of $126M.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.8M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +245.3% | $3.6M | $2.5M |
| UBS | ADD | +60.3% | $552.0K | $204.0K |
| Wells Fargo | ADD | +45.4% | $97.0K | $29.0K |
Key Facts
- Morgan Stanley doubled its position, increasing value by $2.5M (from $1.1M to $3.6M)
- Wells Fargo and UBS added $29K and $204K respectively
- No institutional sellers reported in the quarter
- Total net buying: $2.8M across three mega-passive institutions
Financial Impact
3 institutions accumulated $2.8M in new positions, increasing total institutional holdings by 207% quarter-over-quarter
Risk Factors
- All buyers are passive managers, which may reflect index inclusion or rebalancing rather than fundamental conviction
- Small market cap makes the stock vulnerable to volatility if institutions reverse
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-MGNX-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 8, 2026 12w ago | 8-K | $4.57 $4.01 | ▼ −12.25% | ▼ −14.50% | — |
Jul 2, 2026 13w ago | Press Release | $4.71 $3.78 | ▼ −19.75% | ▼ −19.33% | — |
Jun 12, 2026 16w ago | Institutional Cluster | $3.96 $4.33 | ▲ +9.34% | ▲ +7.56% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $4.01 $4.57 | ▲ +13.97% | ▲ +12.07% | — |
May 13, 2026 20w ago | 8-K | $4.16 $3.96 | ▼ −4.81% | ▼ −3.95% | — |
May 12, 2026 20w ago | 8-K | $3.52 $3.87 | ▲ +9.94% | ▲ +11.67% | — |
May 11, 2026 20w ago | Press Release | $3.52 $3.87 | ▲ +9.94% | ▲ +11.67% | — |
Apr 8, 2026 25w ago | 8-K | $3.44 $3.01 | ▼ −12.50% | ▼ −20.07% | — |
Apr 8, 2026 25w ago | Press Release | $3.44 $3.01 | ▼ −12.50% | ▼ −20.07% | — |
Apr 8, 2026 25w ago | DEFA14A | $3.44 $3.01 | ▼ −12.50% | ▼ −20.07% | — |
US Market Status
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