The mixed cluster signals no clear consensus among informed investors. Monitor upcoming earnings for directional confirmation. With poor historical outcomes on OSUR cluster signals, consider waiting for a higher-conviction catalyst before trading.
Executive Summary
OSUR (OraSure Technologies) saw a mixed institutional cluster in Q3 2024: 13 buyers added $3.8M in new positions while 10 sellers reduced holdings by $2.06M, resulting in a net inflow of approximately $1.7M. Notable active managers (Allianz, D.E. Shaw, HSBC, Russell Investments) increased stakes, but Invesco and ExodusPoint trimmed significantly, reflecting institutional divergence. The 45-day 13F reporting lag and a poor historical win rate (40% at T+20) reduce conviction in this signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.7M
▲ Buyers (13)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Allianz Asset Management | ADD | +48.5% | $3.8M | $1.3M |
| Hsbc Holdings | ADD | +85% | $1.6M | $732.0K |
| Russell Investments Group | ADD | +75.9% | $1.8M | $781.0K |
| D.E. Shaw | ADD | +25.9% | $2.3M | $479.0K |
| Franklin Resources | ADD | +28.5% | $1.1M | $198.0K |
▼ Sellers (10)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Invesco | TRIM | -62.3% | $1.4M | -$864.9K |
| Panagora Asset Management | TRIM | -39.3% | $789.0K | -$309.1K |
| Centiva Capital | TRIM | -53% | $584.0K | -$308.4K |
| Exoduspoint Capital Management | NEAR_EXIT | -85% | $434.0K | -$369.0K |
| Legal & General Group | NEAR_EXIT | -79.7% | $375.0K | -$298.7K |
Key Facts
- 13 institutional buyers with net increase of $3.8M, led by Allianz (+$1.3M), HSBC (+$732K), Russell Investments (+$781K), and D.E. Shaw (+$479K)
- 10 institutional sellers reduced by $2.06M, led by Invesco (-$865K), Panagora (-$309K), Centiva (-$308K), and ExodusPoint (-$369K near-exit)
- Net institutional capital flow positive at approximately +$1.7M, but the cluster is evenly split in number of participants
- Most funds are active asset managers; the only large passive manager (Invesco) was a net seller
- Past OSUR institutional cluster calls show weak T+20 performance (-2.73% avg, 40% win rate), warranting caution
Financial Impact
Net institutional inflow of ~$1.7M from 13 large buyers and 10 sellers, with aggregate buyer holdings of $11.8M and seller reductions of $2.06M
Risk Factors
- 13F data is stale (45-day lag); positions may have been reversed
- Mixed cluster suggests institutional disagreement, not confirmation
- Historical OSUR cluster calls underperformed (40% win rate T+20)
- Micro-cap liquidity could amplify impact of any large exit
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-OSUR-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 23, 2026 10w ago | Court Ruling | $4.03 $3.74 | ▼ −7.20% | ▼ −10.50% | — |
Jun 12, 2026 16w ago | Institutional Cluster | $4.18 $4.30 | ▲ +2.75% | ▲ +0.97% | — |
Jun 3, 2026 17w ago | 8-K | $4.17 $4.35 | ▲ +4.32% | ▲ +5.69% | — |
May 6, 2026 21w ago | 8-K | $3.13 $3.95 | ▼ −26.20% | ▼ −23.06% | — |
Apr 22, 2026 23w ago | Press Release | $3.05 $3.07 | ▼ −0.66% | ▲ +3.98% | — |
Apr 17, 2026 24w ago | DEFA14A | $3.16 $2.95 | ▼ −6.65% | ▼ −12.02% | — |
Apr 17, 2026 24w ago | DEFA14A | $3.16 $2.95 | ▼ −6.65% | ▼ −12.02% | — |
Apr 17, 2026 24w ago | 8-K | $3.16 $2.95 | ▼ −6.65% | ▼ −12.02% | — |
Mar 20, 2026 28w ago | Insider Cluster | $2.95 $3.00 | ▲ +1.53% | ▼ −7.79% | — |
Mar 17, 2026 28w ago | DEFA14A | $2.90 $3.21 | ▲ +10.69% | ▲ +4.64% | — |
US Market Status
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