The cluster is driven entirely by mega-passive institutions adding during a price decline, suggesting confidence in long-term fundamentals. Traders should monitor for stabilization in revenue trends and potential re-rating if genetic testing demand improves.
Executive Summary
Three major passive institutions — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Myriad Genetics (MYGN) during Q4 2024, with UBS doubling its stake. Despite a decline in the dollar value of holdings due to falling stock price, the aggregate buying represents a strong signal of institutional accumulation.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$6.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +45.9% | $17.6M | -$6.5M |
| Wells Fargo | ADD | +69.3% | $2.9M | -$528.3K |
| UBS | DOUBLED | +134.2% | $6.5M | $961.0K |
Key Facts
- Morgan Stanley increased shares by 45.9% (404.1K shares added), now holding 1.29M shares valued at $17.6M
- Wells Fargo increased shares by 69.3% (87.7K shares added), now holding 214.1K shares valued at $2.9M
- UBS doubled its position with a 134.2% increase (273.6K shares added), now holding 477.6K shares valued at $6.5M
- No institutional selling was reported in this quarter
- Aggregate net buying: $27.1M in current holdings with a net dollar change of -$6.08M, indicating share increases amid price decline
Financial Impact
Institutions added 765.4K shares during the quarter, increasing holdings by an aggregate of $27.1M in current value despite a $6.08M net decrease in value due to falling share price — signaling accumulation during weakness
Risk Factors
- All buyers are passive managers, which may reflect index weighting changes rather than active conviction
- The declining market value despite share increases indicates meaningful stock price pressure 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-MYGN-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 8-K | $3.86 $4.01 | ▲ +3.89% | ▲ +1.32% | — |
Sep 16, 2026 16d ago | Press Release | $3.86 $4.01 | ▲ +3.89% | ▲ +1.32% | — |
Aug 4, 2026 8w ago | Press Release | $3.17 $3.22 | ▼ −1.58% | ▼ −1.68% | — |
Jul 30, 2026 9w ago | Press Release | $2.86 $3.26 | ▼ −13.99% | ▼ −10.47% | — |
May 27, 2026 18w ago | Press Release | $3.93 $4.31 | ▲ +9.67% | ▲ +8.46% | — |
Mar 17, 2026 28w ago | Press Release | $4.64 $4.68 | ▲ +0.86% | ▲ +1.58% | — |
Feb 28, 2026 30w ago | Institutional Cluster | $5.01 $4.81 | ▼ −3.99% | ▼ −2.78% | — |
Feb 24, 2026 31w ago | S-3 | $4.78 $5.28 | ▲ +10.46% | ▲ +11.56% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access