GRC GORMAN RUPP CO

MIXED Impact: 4/10 Institutional Cluster
Horizon weeks Processed 1d 5h ago
Institutional cluster: 5 buyers, 3 sellers (mixed)

Executive Summary

A mixed institutional cluster in GRC for Q3 2024 shows 5 buyers accumulating $6.6M net (led by Legal & General Group adding $5.1M) against 3 sellers reducing by $909K (led by Tudor Investment Corp exiting 79.4% of its position). The buying is concentrated in asset managers adding modestly, while the selling includes a near-exit by a hedge fund, creating a net neutral signal with slightly more conviction on the buy side by dollar volume.

Key Financial Metrics

Direction
mixed
Buy Value
$14.5M
Sell Value
$3.6M
Net Flow
$5.7M

Institutional Positions

Net institutional flow: $5.7M

▲ Buyers (5)

InstitutionActionChangePosition ValueValue Δ
Legal & General Group ADD +77.4% $10.9M $5.1M
Assenagon Asset Management ADD +44.8% $3.1M $1.1M
Arrowstreet Capital, Limited P ADD +42.6% $400.0K $400.0K

▼ Sellers (3)

InstitutionActionChangePrev ValueValue Δ
Tudor Investment Corp Et Al NEAR_EXIT -79.4% $988.0K -$771.8K
Nisa Investment Advisors TRIM -34.4% $449.0K -$136.2K
Exoduspoint Capital Management TRIM -70.7% $883.0K -$609.0K

Actionable Insight

The cluster is mixed but the buying is larger in dollar terms. Tudor's near-exit is a cautionary signal from event-driven capital, while Legal & General's large add suggests long-term value conviction. Monitor next 13F for follow-through or reversal of these positions. The 45-day reporting lag means these positions may already be unwound.

Key Facts

  • 5 institutional buyers added $6.6M in net new value, led by Legal & General Group (+$5.1M, +77.4% shares) and Assenagon Asset Management (+$1.1M, +44.8% shares)
  • 3 institutional sellers reduced holdings by $909K, led by Tudor Investment Corp near-exit (-$772K, -79.4% shares) and Nisa Investment Advisors trim (-$136K, -34.4% shares)
  • All buyers are asset managers; the largest seller is a hedge fund (Tudor), suggesting potential divergence in thesis between long-term allocators and event-driven capital
  • Net aggregate buying of $5.7M (buyers $14.5M vs sellers $3.6M) but small relative to GRC's market cap (~$1.1B), representing <1% of float

Financial Impact

5 buyers accumulated $14.5M in positions (net +$6.6M) while 3 sellers reduced holdings by $909K; net institutional inflow of approximately $5.7M

institutional ownershipfloat

Risk Factors

  • 13F data is 45+ days stale; positions may have been reversed since quarter-end
  • Tudor's near-exit could indicate a catalyst thesis that failed to materialize
  • All buyers are asset managers (not activists or hedge funds), limiting signal intensity

Market Snapshot

Exchange
NYSE
Sector
Pumps & Pumping Equipment
Analyst Consensus
67% bullish (6 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-GRC-2024-Q3
2 reports for GRC
Performance horizon
Filters
Rows
Reports for GRC — sortable, filterable
Type Now
Jun 12, 2026
1d ago
Institutional Cluster
MIXED ★ 4/10
$82.90 awaiting T+20awaiting T+20
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$75.96 $75.70▼ −0.34%▼ −5.30%
Showing 2 of 2

US Market Status

Market Closed — Opens Mon (46h 33m)

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