OSUR ORASURE TECHNOLOGIES INC
Executive Summary
OSUR (OraSure Technologies) saw a mixed institutional cluster in Q3 2024: 13 buyers added $3.8M in new positions while 10 sellers reduced holdings by $2.06M, resulting in a net inflow of approximately $1.7M. Notable active managers (Allianz, D.E. Shaw, HSBC, Russell Investments) increased stakes, but Invesco and ExodusPoint trimmed significantly, reflecting institutional divergence. The 45-day 13F reporting lag and a poor historical win rate (40% at T+20) reduce conviction in this signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.7M
▲ Buyers (13)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Allianz Asset Management | ADD | +48.5% | $3.8M | $1.3M |
| Hsbc Holdings | ADD | +85% | $1.6M | $732.0K |
| Russell Investments Group | ADD | +75.9% | $1.8M | $781.0K |
| D.E. Shaw | ADD | +25.9% | $2.3M | $479.0K |
| Franklin Resources | ADD | +28.5% | $1.1M | $198.0K |
▼ Sellers (10)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Invesco | TRIM | -62.3% | $1.4M | -$864.9K |
| Panagora Asset Management | TRIM | -39.3% | $789.0K | -$309.1K |
| Centiva Capital | TRIM | -53% | $584.0K | -$308.4K |
| Exoduspoint Capital Management | NEAR_EXIT | -85% | $434.0K | -$369.0K |
| Legal & General Group | NEAR_EXIT | -79.7% | $375.0K | -$298.7K |
Actionable Insight
The mixed cluster signals no clear consensus among informed investors. Monitor upcoming earnings for directional confirmation. With poor historical outcomes on OSUR cluster signals, consider waiting for a higher-conviction catalyst before trading.
Key Facts
- 13 institutional buyers with net increase of $3.8M, led by Allianz (+$1.3M), HSBC (+$732K), Russell Investments (+$781K), and D.E. Shaw (+$479K)
- 10 institutional sellers reduced by $2.06M, led by Invesco (-$865K), Panagora (-$309K), Centiva (-$308K), and ExodusPoint (-$369K near-exit)
- Net institutional capital flow positive at approximately +$1.7M, but the cluster is evenly split in number of participants
- Most funds are active asset managers; the only large passive manager (Invesco) was a net seller
- Past OSUR institutional cluster calls show weak T+20 performance (-2.73% avg, 40% win rate), warranting caution
Financial Impact
Net institutional inflow of ~$1.7M from 13 large buyers and 10 sellers, with aggregate buyer holdings of $11.8M and seller reductions of $2.06M
Risk Factors
- 13F data is stale (45-day lag); positions may have been reversed
- Mixed cluster suggests institutional disagreement, not confirmation
- Historical OSUR cluster calls underperformed (40% win rate T+20)
- Micro-cap liquidity could amplify impact of any large exit
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-OSUR-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
1d ago
|
Institutional Cluster
| $4.18 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 3, 2026
9d ago
|
8-K
| $4.17 $4.04 | ▼ −3.12% | ▼ −0.52% | — |
|
May 6, 2026
5w ago
|
8-K
| $3.13 $3.06 | ▲ +2.24% | ▲ +3.07% | — |
|
Apr 22, 2026
7w ago
|
Press Release
| $3.05 $3.00 | ▲ +1.64% | ▲ +2.42% | — |
|
Apr 17, 2026
8w ago
|
DEFA14A
| $3.16 $3.19 | ▲ +0.95% | ▲ +1.14% | — |
|
Apr 17, 2026
8w ago
|
DEFA14A
| $3.16 $3.19 | ▲ +0.95% | ▲ +1.14% | — |
|
Apr 17, 2026
8w ago
|
8-K
| $3.16 $3.19 | ▲ +0.95% | ▲ +1.14% | — |
|
Mar 20, 2026
12w ago
|
Insider Cluster
| $2.95 $3.08 | ▲ +4.41% | ▲ +3.30% | — |
|
Mar 17, 2026
12w ago
|
DEFA14A
| $2.90 $2.91 | ▲ +0.34% | ▲ +0.61% | — |
|
Mar 13, 2026
13w ago
|
Insider Cluster
| $2.97 $3.13 | ▲ +5.39% | ▲ +4.36% | — |
US Market Status
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