The cluster is dominated by passive rebalancing (Morgan Stanley, UBS, BofA) and quant trimming (D.E. Shaw, Two Sigma), not fundamental active conviction. No clear catalyst or thesis emerges. Monitor next 13F for whether active managers enter or the passive buying accelerates. The 100% win rate on prior VICR reports suggests the stock has strong momentum, but this filing alone does not provide a directional edge.
Executive Summary
A mixed institutional cluster in VICR for Q3 2025 shows two mega-passive buyers (Morgan Stanley and UBS) adding $11.8M in net new holdings, while three sellers (D.E. Shaw, Two Sigma, BofA) trimmed a combined $1.8M. The buying is dominated by passive/index rebalancing, not active conviction, and the selling by quant funds suggests systematic risk reduction rather than a fundamental thesis. The net signal is weak and ambiguous.
Key Financial Metrics
Institutional Positions
Net institutional flow: $10.0M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +35.7% | $22.1M | $7.3M |
| UBS | DOUBLED | +643.6% | $5.2M | $4.5M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | TRIM | -36.2% | — | -$387.4K |
| Two Sigma | TRIM | -56.3% | — | -$232.6K |
| BofA | TRIM | -34.5% | — | -$1.2M |
Key Facts
- 2 buyers added $11.8M in net new holdings (Morgan Stanley +$7.3M, UBS +$4.5M)
- 3 sellers trimmed a combined $1.8M (BofA -$1.2M, D.E. Shaw -$387K, Two Sigma -$233K)
- All buyers are mega-passive managers (index rebalancing), not active funds
- Sellers include two quant funds (D.E. Shaw, Two Sigma) and one passive manager (BofA)
- Net aggregate: $27.3M in buyer holdings vs $3.0M in seller holdings — buying dominates in dollar terms but lacks active conviction
Financial Impact
Net institutional buying of approximately $10.0M (buyers added $11.8M, sellers reduced by $1.8M) — small relative to VICR's $12.6B market cap (~0.08% of float)
Risk Factors
- Passive buying may reverse on index rebalancing or fund flows
- Quant selling could accelerate if systematic models turn negative
- No active manager participation limits signal quality
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-VICR-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Press Release | $197.91 $222.72 | ▲ +12.54% | ▲ +12.76% | — |
Aug 27, 2026 5w ago | 8-K | $203.64 $178.76 | ▼ −12.22% | ▼ −12.49% | — |
Aug 19, 2026 6w ago | Insider Cluster | $217.35 $197.23 | ▼ −9.26% | ▼ −8.87% | — |
Aug 19, 2026 6w ago | Insider Cluster | $217.35 $197.23 | ▼ −9.26% | ▼ −8.87% | — |
Jul 21, 2026 10w ago | 8-K | $214.70 $206.44 | ▼ −3.85% | ▼ −2.62% | — |
Jul 21, 2026 10w ago | Press Release | $214.70 $206.44 | ▼ −3.85% | ▼ −2.62% | — |
Jul 7, 2026 12w ago | Press Release | $257.34 $264.50 | ▲ +2.78% | ▲ +2.23% | — |
Jul 7, 2026 12w ago | Insider Cluster | $257.34 $264.50 | ▲ +2.78% | ▲ +2.23% | — |
Jul 6, 2026 12w ago | Insider Cluster | $285.34 $272.05 | ▼ −4.66% | ▼ −5.15% | — |
Jul 6, 2026 12w ago | Insider Cluster | $285.34 $272.05 | ▼ −4.66% | ▼ −5.15% | — |
US Market Status
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