Monitor for follow-on buying from active managers or insider activity to confirm institutional conviction. The absence of selling is supportive, but current momentum is driven solely by passive firms — watch for broader participation.
Executive Summary
Three major institutional investors — Morgan Stanley, Wells Fargo, and UBS — increased their holdings in Strata Critical Medical (SRTA) during Q4 2024, collectively adding $2.3 million in new positions with no institutional selling detected. The cluster is entirely composed of mega-passive firms executing meaningful share increases, signaling growing institutional interest despite no active manager participation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.3M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +74.2% | $2.9M | $1.7M |
| UBS | ADD | +44% | $944.0K | $490.0K |
| Wells Fargo | ADD | +27.8% | $145.0K | $66.0K |
Key Facts
- Morgan Stanley increased SRTA holdings by 74.2%, adding 290K shares ($1.7M in value).
- UBS added 67.9K shares (+44%), increasing position value by $490K.
- Wells Fargo grew position by 27.8% (+7.4K shares, +$66K).
- No institutional selling occurred in this quarter — all tracked institutions either held or added.
Financial Impact
3 institutions added a net $2.3M in new positions, growing total institutional holdings from $1.7M to $4.0M.
Risk Factors
- Cluster consists entirely of mega-passive firms, which may rebalance based on index flows rather than fundamental analysis.
- No active managers or hedge funds are participating, limiting the strength of the bullish signal.
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-SRTA-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Press Release | $4.66 | awaiting T+1 | — | — |
Oct 15, 2026 11d ago | SC 13D | $4.54 $4.54 | · 0.00% | ▼ −0.42% | — |
Oct 2, 2026 24d ago | 144 | $4.73 $4.81 | ▲ +1.69% | ▲ +1.02% | — |
Aug 21, 2026 9w ago | Institutional Cluster | $6.24 $5.97 | ▼ −4.33% | ▼ −4.03% | — |
Aug 4, 2026 12w ago | 8-K | $5.57 $5.85 | ▲ +5.03% | ▲ +5.23% | — |
Jul 21, 2026 13w ago | Press Release | $5.08 $5.09 | ▲ +0.20% | ▲ +1.43% | — |
Jun 10, 2026 19w ago | Insider Cluster | $5.49 $5.43 | ▲ +1.09% | ▲ +1.63% | — |
May 7, 2026 24w ago | Press Release | $5.57 $5.66 | ▲ +1.62% | ▲ +1.38% | — |
Mar 3, 2026 34w ago | Press Release | $4.80 $4.89 | ▲ +1.88% | ▲ +1.11% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $4.49 $4.80 | ▲ +6.90% | ▲ +7.82% | — |
US Market Status
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