The absence of any active manager buying suggests STTK lacks a fundamental catalyst for institutional accumulation. The cluster is driven by index/rebalancing mechanics, not a shared investment thesis. Until a quality active fund or specialized healthcare fund initiates a meaningful position, this is a low-signal data point. Monitor future 13Fs for the first active-fund entry.
Executive Summary
This 13F institutional cluster for Shattuck Labs (STTK) reveals one mega-passive buyer (Bank of America doubling a tiny position to $2.7M) amid four mega-passive sellers (BlackRock, Fidelity, UBS, Morgan Stanley) all trimming or nearly exiting their holdings. The net directional signal is bearish — five passive funds are converging on the same sell message while only BofA added, and its addition is negligible in dollar terms relative to the market cap. No active, activist, or fundamental hedge fund is present, confirming the stock lacks catalyst-driven institutional conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.7M
▲ Buyers (1)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Bank of America | DOUBLED | +2968.2% | $2.7M | $2.7M |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| BlackRock | TRIM | -53.3% | — | — |
| Fidelity | TRIM | -60.1% | — | — |
| UBS | NEAR_EXIT | -99.5% | — | — |
| Morgan Stanley | TRIM | -30.9% | — | — |
Key Facts
- Net institutional conviction is bearish: 4 sellers vs 1 buyer
- All five institutions are mega-passive/index funds — zero active or opportunistic funds have appeared
- Only buyer is Bank of America, which doubled a token stake from $29K to $2.7M (still trivial vs $317M market cap)
- UBS nearly fully exited (-99.5% shares), reducing from $213K to $3K
- BlackRock trimmed 53.3% of its STTK position by shares, the largest absolute reduction
- No activist, long-only fundamental, or quant fund is present; the cluster is entirely passive rebalancing
Financial Impact
Net institutional flow: $2.7M in buying vs approx $98K net sold (offset by unrealized appreciation on holdings held). Aggregate dollar impact is immaterial relative to $317M market cap.
Risk Factors
- 13F data is 45+ days stale; these institutions may have already rebalanced further post-quarter-end
- Passive rebalancing provides zero signal about fundamental value; the sell cluster indicates index-weight adjustments, not deteriorating business quality
- With only $317M market cap, STTK may be falling below index inclusion thresholds, mechanically driving even more passive outflows
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-STTK-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 11w ago | 8-K | $7.18 $7.45 | ▲ +3.76% | ▲ +4.16% | — |
Aug 11, 2026 11w ago | Press Release | $7.18 $7.45 | ▲ +3.76% | ▲ +4.16% | — |
Jul 7, 2026 15w ago | Insider Cluster | $6.88 $6.29 | ▼ −8.58% | ▼ −9.44% | — |
Jul 2, 2026 16w ago | Insider Cluster | $7.05 $7.03 | ▼ −0.28% | ▼ −1.21% | — |
Jun 11, 2026 19w ago | 8-K | $4.18 $4.74 | ▼ −13.40% | ▼ −12.96% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $4.18 $4.74 | ▼ −13.40% | ▼ −12.96% | — |
Jun 11, 2026 19w ago | 424B5 | $4.18 $4.74 | ▼ −13.40% | ▼ −12.96% | — |
Jun 10, 2026 19w ago | Press Release | $4.13 $4.33 | ▼ −4.84% | ▼ −1.41% | — |
Jun 9, 2026 19w ago | 424B5 | $4.13 $4.33 | ▼ −4.84% | ▼ −1.41% | — |
Jun 9, 2026 19w ago | 8-K | $4.13 $4.33 | ▲ +4.84% | ▲ +1.41% | — |
US Market Status
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