ABUS Arbutus Biopharma Corp
Executive Summary
A mixed institutional cluster in ABUS for Q3 2024 shows 6 buyers (net +$6.2M) led by Schwab and Citadel doubling their positions, while 3 sellers trimmed $1.5M, including Hudson Bay and Woodline Partners. The buying is dominated by passive/quant funds, reducing signal strength, while the selling comes from active asset managers, suggesting divergent views on Arbutus's near-term prospects.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.7M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Schwab | DOUBLED | +218.5% | $4.7M | $3.5M |
| Citadel | DOUBLED | +319.5% | $2.3M | $1.9M |
| Legal & General Group | DOUBLED | +856.2% | $561.0K | $514.0K |
| Group One Trading | DOUBLED | +127.4% | $229.0K | $148.0K |
| Zurcher Kantonalbank | DOUBLED | +453.1% | $144.0K | $123.0K |
| Russell Investments Group | ADD | +38.1% | $18.0K | $8.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Hudson Bay Capital Management | TRIM | -38.9% | $5.2M | -$1.2M |
| Woodline Partners | TRIM | -27.9% | $2.9M | -$290.6K |
| National Bank Of Canada | TRIM | -37.1% | $8.0K | -$1.9K |
Actionable Insight
The mixed cluster with passive buying and active selling creates no clear directional signal. Monitor next quarter's 13F for follow-through — if active managers resume buying, it would strengthen the bullish case. The stock's 89% analyst bullish rating contrasts with the cautious institutional selling, warranting a wait-and-see approach.
Key Facts
- 6 institutional buyers added $6.2M in new holdings, led by Schwab (+$3.5M) and Citadel (+$1.9M)
- 3 institutional sellers trimmed $1.5M, led by Hudson Bay Capital Management (-$1.2M) and Woodline Partners (-$291K)
- Net institutional flow was +$4.7M into ABUS during Q3 2024
- Buying dominated by passive/quant funds (Schwab, Citadel) — weaker signal than active manager accumulation
- Selling by active managers (Woodline, Hudson Bay) suggests some informed profit-taking or risk reduction
Financial Impact
Net institutional inflow of approximately $4.7M into ABUS during Q3 2024, with total buying of $6.2M versus selling of $1.5M
Risk Factors
- 13F data is 45+ days stale — positions may have been unwound since quarter-end
- Passive/quant buying may reflect index rebalancing rather than fundamental conviction
- Active manager selling (Woodline, Hudson Bay) could indicate thesis deterioration not yet reflected in analyst ratings
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ABUS-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
1d ago
|
Institutional Cluster
| $4.28 awaiting T+5 | awaiting T+5 | — | — |
|
May 13, 2026
4w ago
|
8-K
| $4.31 $4.20 | ▼ −2.55% | ▼ −1.39% | — |
|
May 13, 2026
4w ago
|
Press Release
| $4.31 $4.20 | ▼ −2.55% | ▼ −1.39% | — |
|
Apr 15, 2026
8w ago
|
8-K
| $4.48 $4.43 | ▼ −1.12% | ▼ −2.76% | — |
|
Mar 23, 2026
11w ago
|
Press Release
| $4.42 $4.30 | ▼ −2.71% | ▲ +0.85% | — |
US Market Status
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