The strong buying from Citadel suggests a high-conviction bet on SRRK, possibly ahead of a catalyst; however, RenTech's near-exit signals skepticism. Traders should monitor for upcoming clinical data or partnership news that could resolve the divergence.
Executive Summary
Three major institutions, including Citadel which doubled its position, increased holdings in Scholar Rock (SRRK) by a combined $91.7M in Q4 2024, while two others, including RenTech reducing by 80.4%, trimmed positions by $2.3M. The mixed activity reflects diverging views among quant and passive funds on the stock's near-term prospects.
Key Financial Metrics
Institutional Positions
Net institutional flow: $95.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | DOUBLED | +122.6% | $81.3M | $74.5M |
| Morgan Stanley | ADD | +51.1% | $17.9M | $15.7M |
| Wells Fargo | ADD | +58.7% | $1.7M | $1.5M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| RenTech | NEAR_EXIT | -80.4% | $1.9M | $106.0K |
| UBS | TRIM | -52.9% | $1.4M | $2.2M |
Key Facts
- Citadel (quant) doubled its position in SRRK, adding $74.5M in value (845.4K → 1.88M shares).
- Wells Fargo and Morgan Stanley (both mega-passive) added $1.5M and $15.7M respectively in new value.
- RenTech (quant) nearly exited, reducing its stake by 80.4% (233.3K → 45.7K shares), with a $106K increase in value due to price appreciation.
- UBS trimmed its position by 52.9% (179.9K → 84.7K shares), but value increased by $2.2M due to rising share price.
- Net institutional activity: $91.7M in new buying vs $2.3M in selling (value changes reflect market price moves).
Financial Impact
3 institutions accumulated $91.7M in net new value while 2 reduced positions by $2.3M in net value change (though dollar values increased due to price).
Risk Factors
- Divergent institutional views increase volatility risk.
- Passive fund additions may reflect index rebalancing rather than fundamental conviction.
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-SRRK-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 5w ago | 8-K | $50.00 $49.49 | ▼ −1.03% | ▼ −1.36% | — |
Sep 14, 2026 6w ago | 8-K | $51.85 $50.00 | ▼ −3.57% | ▼ −3.11% | — |
Aug 6, 2026 11w ago | 8-K | $52.64 $52.92 | ▲ +0.53% | ▼ −0.08% | — |
Jul 6, 2026 15w ago | Insider Cluster | $56.56 $56.03 | ▼ −0.94% | ▼ −0.63% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $44.69 $44.18 | ▲ +1.14% | ▲ +1.68% | — |
May 7, 2026 24w ago | 8-K | $46.45 $48.39 | ▲ +4.18% | ▲ +3.35% | — |
Apr 16, 2026 27w ago | Insider Cluster | $50.00 $49.96 | ▲ +0.08% | ▲ +1.29% | — |
Apr 16, 2026 27w ago | Insider Cluster | $50.00 $49.96 | ▲ +0.08% | ▲ +1.29% | — |
Mar 27, 2026 30w ago | Institutional Cluster | $42.60 $43.08 | ▲ +1.13% | ▲ +1.48% | — |
US Market Status
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