Monitor for potential follow-on buying from other institutions; the absence of selling suggests no major red flags among large passives. However, as all buyers are passive managers, this may reflect index rebalancing rather than active conviction.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their holdings in Modivcare Inc (MODVQ) during Q4 2024, with UBS doubling its position and adding $581K in new value. The cluster shows no institutional selling, indicating strong net accumulation of $1.2M in new capital.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +76.2% | $1.8M | $572.0K |
| UBS | DOUBLED | +937.4% | $657.0K | $581.0K |
| Wells Fargo | ADD | +37.3% | $70.0K | $8.0K |
Key Facts
- Morgan Stanley increased holdings by 76.2%, adding $572K in value.
- UBS executed a DOUBLED action, increasing shares by 937.4% and value by $581K.
- Wells Fargo added $8K in value with a 37.3% share increase.
- No institutional sellers reported in the cluster for Q4 2024.
Financial Impact
3 institutions accumulated $1.2M in net new positions during Q4 2024
Risk Factors
- All buyers are mega-passive institutions, suggesting the moves may be mechanical (index-driven) rather than based on fundamental analysis.
- Limited number of institutions involved (only 3 buyers), reducing the strength of the cluster signal.
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-MODVQ-2024-Q4 |
US Market Status
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