The cluster is dominated by active managers with strong conviction (a new $402.6M position and a doubling of an existing stake) and no significant selling. Monitor upcoming 13F filings for Q4 2026 to see if these positions were held or unwound, and watch for any insider trading patterns for confluence.
Executive Summary
Four institutional buyers accumulated $682.8M in TJX during Q3 2026, led by a $402.6M new position from Parnassus Investments and a $253.3M doubling by Assenagon Asset Management, while one seller trimmed $65.0M. The strong active-manager buying cluster suggests a shared conviction in TJX's off-price retail model amid a consumer spending environment, though the 45-day reporting lag means positions may have shifted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $617.8M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Parnassus Investments | NEW | +100% | $402.6M | $402.6M |
| Assenagon Asset Management | DOUBLED | +137.4% | $489.2M | $253.3M |
| Abn Amro Investment Solutions | ADD | +45.3% | $111.0M | $23.5M |
| Farther Finance Advisors | ADD | +49.7% | $14.4M | $3.4M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -39.9% | $138.3M | -$65.0M |
Key Facts
- 4 institutional buyers added a net $682.8M in TJX shares during Q3 2026
- Parnassus Investments initiated a new $402.6M position (3.04M shares)
- Assenagon Asset Management doubled its stake, adding $253.3M to reach $489.2M
- Only 1 seller (TD Waterhouse Canada) trimmed $65.0M, a 39.9% reduction
- All 4 buyers are active asset managers, not passive/index funds, strengthening the signal
Financial Impact
4 institutions accumulated $402.6M in new positions and $280.2M in additions, totaling $682.8M in net buying, while 1 seller reduced holdings by $65.0M. Net institutional inflow of $617.8M.
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound since quarter-end
- No insider buying corroboration is present to confirm the bullish thesis
- A single seller trimming 39.9% of its position is a minor counter-signal
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-TJX-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Institutional Cluster | $145.06 | awaiting T+20 | — | — |
Oct 20, 2026 7d ago | 8-K | $146.99 | awaiting T+20 | — | — |
Sep 21, 2026 5w ago | Court Ruling | $130.79 $146.99 | ▲ +12.39% | ▲ +12.95% | — |
Sep 17, 2026 5w ago | 8-K | $126.55 $144.58 | ▲ +14.25% | ▲ +13.04% | — |
Aug 26, 2026 8w ago | ANALYST-DOWNGRADE | $136.73 $131.63 | ▲ +3.73% | ▲ +3.87% | — |
Aug 20, 2026 9w ago | ANALYST-DOWNGRADE | $140.69 $126.55 | ▲ +10.05% | ▲ +10.05% | — |
Aug 19, 2026 9w ago | 8-K | $144.50 $126.55 | ▼ −12.42% | ▼ −10.47% | — |
Jun 10, 2026 19w ago | Insider Cluster | $168.34 $150.90 | ▼ −10.36% | ▼ −12.25% | — |
Jun 5, 2026 20w ago | Insider Cluster | $159.75 $151.31 | ▼ −5.28% | ▼ −6.91% | — |
Jun 1, 2026 21w ago | Court Ruling | $152.71 $151.23 | ▼ −0.97% | ▲ +1.35% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers