The cluster is dominated by a single large position from Assenagon (94% of total current holdings). Monitor next 13F for whether Assenagon maintained or exited — a reversal would negate the cluster signal.
Executive Summary
Four institutional asset managers accumulated $53.1M in Qnity Electronics during Q3 2026, led by Assenagon Asset Management doubling its position to $75.8M. A single small seller trimmed $327K.
Key Financial Metrics
Institutional Positions
Net institutional flow: $53.1M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +314.6% | $75.8M | $52.1M |
| Hb Wealth Management | ADD | +92.7% | $1.8M | $583.0K |
| Farther Finance Advisors | ADD | +85.3% | $1.3M | $404.0K |
| Vontobel Holding | ADD | +39.5% | $1.2M | $84.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -34.3% | $725.0K | -$327.0K |
Key Facts
- 4 institutions added $53.1M in net new positions during Q3 2026
- Assenagon Asset Management DOUBLED its stake (+314.6% shares), now holding $75.8M
- Farther Finance Advisors added 85.3% to $1.3M; Hb Wealth Management added 92.7% to $1.8M
- Only 1 seller (Td Waterhouse Canada) trimmed 34.3% of its position, reducing by $327K
- All 5 institutions are asset managers — no activist, quant, or family office presence
Financial Impact
4 institutions accumulated $53.1M in new positions (total current holdings $80.2M) while 1 seller reduced by $327K
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound
- Cluster is dominated by one fund (Assenagon at $75.8M) — not a broad consensus
- All participants are asset managers; no activist or event-driven funds involved
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-Q-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $109.83 $114.07 | ▲ +3.86% | ▲ +3.15% | — |
Oct 1, 2026 25d ago | 3 | $131.48 $131.53 | ▲ +0.04% | ▼ −0.64% | — |
Sep 10, 2026 6w ago | 8-K | $123.32 $126.40 | ▲ +2.50% | ▲ +1.65% | — |
Aug 21, 2026 9w ago | 8-K | $128.88 $126.24 | ▼ −2.05% | ▼ −1.75% | — |
Aug 4, 2026 11w ago | 8-K | $141.67 $135.64 | ▼ −4.26% | ▼ −4.06% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $149.12 $150.65 | ▲ +1.03% | ▲ +0.49% | — |
Jun 5, 2026 20w ago | 144 | $144.45 $144.70 | ▲ +0.17% | ▲ +0.47% | — |
May 26, 2026 21w ago | 144 | $159.11 $158.96 | ▼ −0.09% | ▼ −0.64% | — |
Apr 8, 2026 28w ago | DEFA14A | $129.88 $130.65 | ▲ +0.59% | ▲ +0.65% | — |
Feb 26, 2026 34w ago | 8-K | $124.70 $126.76 | ▲ +1.65% | ▲ +2.10% | — |
US Market Status
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