EYPT EyePoint, Inc.
Executive Summary
Three mega-passive institutions — Wells Fargo, Schwab, and UBS — increased their holdings in EyePoint, Inc. (EYPT) by $1.4M in aggregate during 2024-Q4, while Morgan Stanley trimmed its position by nearly $9M. The net buying activity reflects modest accumulation by large passive managers, but the dominant move was a significant reduction by one major holder.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$7.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | ADD | +78.4% | $259.0K | $103.0K |
| Schwab | ADD | +33.9% | $1.4M | $284.0K |
| UBS | ADD | +42.1% | $4.2M | $1.0M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -59% | $14.5M | -$9.0M |
Actionable Insight
The cluster is dominated by passive managers, and the largest move was a substantial trim by Morgan Stanley. Traders should monitor whether this outflow continues in next quarter and whether any active managers initiate new positions. The modest additions do not offset the scale of the sell-off.
Key Facts
- Wells Fargo increased EYPT holdings by 78.4% (+15.3K shares, +$103K in value)
- Schwab added 48.4K shares, increasing position value by $284K
- UBS added 168.9K shares, increasing position value by $1.0M
- Morgan Stanley trimmed position by 59.0%, reducing holdings by 1,070,859 shares and $8,958,676 in value
- All institutions involved are classified as mega-passive, suggesting index-driven or model-based rebalancing rather than active conviction
Financial Impact
3 institutions accumulated $1.4M in new value while 1 reduced holdings by $8.96M, resulting in net institutional outflow of $7.56M
Risk Factors
- Concentration risk: One seller accounted for over 87% of the total value change
- Passive-driven activity: Moves may reflect index rebalancing rather than fundamental views on EYPT
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-EYPT-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 14, 2026
26d ago
|
8-K
| $13.24 $12.78 | ▼ −3.47% | ▼ −2.76% | — |
|
May 14, 2026
26d ago
|
Press Release
| $13.24 $12.78 | ▼ −3.47% | ▼ −2.76% | — |
|
Apr 17, 2026
7w ago
|
144
| $15.07 $13.60 | ▼ −9.75% | ▼ −10.67% | — |
|
Apr 13, 2026
8w ago
|
8-K
| $14.34 $14.11 | ▼ −1.60% | ▼ −3.00% | — |
|
Mar 4, 2026
13w ago
|
Press Release
| $18.00 $14.92 | ▼ −17.11% | ▼ −15.78% | — |
|
Mar 2, 2026
14w ago
|
Press Release
| $18.34 $15.67 | ▼ −14.56% | ▼ −13.35% | — |
|
Feb 28, 2026
14w ago
|
Institutional Cluster
| $18.34 $15.67 | ▼ −14.56% | ▼ −13.35% | — |
US Market Status
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