The mixed cluster with net selling suggests institutional uncertainty. Monitor upcoming Q4 earnings for fundamental catalysts that could resolve the divergence. The Citadel doubling is a modest positive signal from a quant perspective, but the larger dollar-weighted selling by passive funds (Invesco, BofA) dominates. Watch for any 13D activist filing or material news that could align institutional sentiment.
Executive Summary
A mixed institutional cluster for PROCEPT BioRobotics in Q3 2025 shows three buyers (including Citadel doubling and UBS more than doubling) accumulating $65.1M in holdings, while four sellers (led by Invesco near-exiting and BofA trimming) reduced positions by $58.9M. The net direction is mixed, with passive mega-funds dominating both sides, but the active quant buyer (Citadel) adds a modest bullish signal. The cluster suggests no clear consensus thesis, with the selling side slightly larger in dollar terms.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$51.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | DOUBLED | +360.2% | $1.3M | $852.0K |
| Morgan Stanley | ADD | +46.4% | $30.1M | -$3.1M |
| UBS | DOUBLED | +129.3% | $33.7M | $10.0M |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| T. Rowe Price | TRIM | -33.8% | $76.0K | -$44.9K |
| Invesco | NEAR_EXIT | -91.1% | $23.7M | -$22.4M |
| BofA | TRIM | -35.4% | $36.0M | -$21.6M |
| Two Sigma | TRIM | -58.6% | $20.1M | -$14.9M |
Key Facts
- 3 institutional buyers accumulated $65.1M in current holdings, net adding $7.7M
- 4 institutional sellers reduced holdings by $58.9M in net value
- Citadel (quant) doubled its position (+360.2% shares), now worth $1.3M
- UBS (mega-passive) more than doubled (+129.3% shares), now worth $33.7M
- Invesco (mega-passive) near-exited (-91.1% shares), selling $22.4M
- BofA (mega-passive) trimmed -35.4%, selling $21.6M
- Two Sigma (quant) trimmed -58.6%, selling $14.9M
- Morgan Stanley added +46.4% shares but its position value fell due to stock price decline
Financial Impact
Net institutional selling of approximately $51.2M ($58.9M sold vs $7.7M bought) in Q3 2025
Risk Factors
- Net selling by passive mega-funds may indicate structural de-risking or sector rotation
- 13F data is 45+ days stale; positions may have been unwound or added to since quarter-end
- Low win rate (33%) on prior PRCT reports suggests limited predictive power of cluster signals for this ticker
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-PRCT-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 11, 2026 16w ago | Institutional Cluster | $27.69 $19.75 | ▼ −28.67% | ▼ −30.57% | — |
Jun 10, 2026 16w ago | Insider Cluster | $27.69 $19.75 | ▼ −28.67% | ▼ −30.57% | — |
Jun 10, 2026 16w ago | Insider Cluster | $27.69 $19.75 | ▼ −28.67% | ▼ −30.57% | — |
Jun 10, 2026 16w ago | Insider Cluster | $27.69 $19.75 | ▼ −28.67% | ▼ −30.57% | — |
Mar 10, 2026 29w ago | Insider Cluster | $24.17 $23.87 | ▼ −1.24% | ▼ −1.09% | — |
Mar 6, 2026 30w ago | 8-K | $24.22 $23.78 | ▼ −1.82% | ▲ +0.23% | — |
Mar 6, 2026 30w ago | Insider Cluster | $24.22 $23.78 | ▼ −1.82% | ▲ +0.23% | — |
Mar 6, 2026 30w ago | Insider Cluster | $24.22 $23.78 | ▼ −1.82% | ▲ +0.23% | — |
Feb 26, 2026 31w ago | 8-K | $23.63 $25.07 | ▲ +6.09% | ▲ +12.50% | — |
Feb 25, 2026 31w ago | 8-K | $27.84 $24.94 | ▼ −10.42% | ▼ −5.18% | — |
US Market Status
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