The cluster is heavily concentrated in one new position (Assenagon), which may reflect a single catalyst thesis rather than broad consensus. Monitor upcoming 10-Q for any operational turnaround or margin improvement that could validate the accumulation.
Executive Summary
Three institutional investors accumulated $39.0M in VSH during Q3 2026, led by a new $38.8M position from Assenagon Asset Management. The cluster is entirely one-sided with no sellers, indicating a shared bullish thesis on Vishay Intertechnology's value or cyclical recovery. However, 13F data is 45+ days stale, and the cluster is dominated by a single large new position, limiting conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $39.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | NEW | +0% | $38.8M | $38.8M |
| Wealth Enhancement Advisory Services | ADD | +75.9% | $596.0K | $158.0K |
| Farther Finance Advisors | DOUBLED | +275.9% | $114.0K | $63.0K |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026
- Assenagon Asset Management opened a new $38.8M position (1.19M shares)
- Farther Finance Advisors doubled its stake (+275.9%) to $114K
- Wealth Enhancement Advisory Services added 75.9% to $596K
- Total net institutional inflow: $39.0M
Financial Impact
3 institutions accumulated $39.0M in VSH during Q3 2026, with Assenagon Asset Management accounting for $38.8M of the total. No institutional selling was reported.
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- Single large new position (Assenagon) dominates the cluster — not a broad multi-manager signal
- No insider buying corroboration provided; institutional signal lacks insider confirmation
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-VSH-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Institutional Cluster | $28.76 | awaiting T+20 | — | — |
Aug 12, 2026 10w ago | Press Release | $33.32 $33.21 | ▼ −0.33% | ▲ +1.42% | — |
Aug 5, 2026 11w ago | 8-K | $33.18 $30.61 | ▼ −7.75% | ▼ −7.14% | — |
Jul 6, 2026 16w ago | 8-K | $42.19 $35.40 | ▼ −16.09% | ▼ −17.43% | — |
Jul 1, 2026 16w ago | 8-K | $51.21 $29.96 | ▲ +41.50% | ▲ +39.31% | — |
Jun 30, 2026 17w ago | 424B5 | $51.21 $29.96 | ▲ +41.50% | ▲ +39.31% | — |
Jun 29, 2026 17w ago | Press Release | $53.78 $37.18 | ▲ +30.87% | ▲ +29.84% | — |
Jun 29, 2026 17w ago | 424B5 | $53.78 $37.18 | ▲ +30.87% | ▲ +29.84% | — |
Jun 29, 2026 17w ago | S-3ASR | $53.78 $37.18 | ▼ −30.87% | ▼ −29.84% | — |
May 13, 2026 23w ago | 8-K | $38.50 $58.60 | ▲ +52.21% | ▲ +52.82% | — |
US Market Status
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