PRCT PROCEPT BioRobotics Corp

MIXED Impact: 4/10 Institutional Cluster
Horizon weeks Processed 2d ago
Institutional cluster: 3 buyers, 4 sellers (mixed)

Executive Summary

A mixed institutional cluster for PROCEPT BioRobotics in Q3 2025 shows three buyers (including Citadel doubling and UBS more than doubling) accumulating $65.1M in holdings, while four sellers (led by Invesco near-exiting and BofA trimming) reduced positions by $58.9M. The net direction is mixed, with passive mega-funds dominating both sides, but the active quant buyer (Citadel) adds a modest bullish signal. The cluster suggests no clear consensus thesis, with the selling side slightly larger in dollar terms.

Key Financial Metrics

Direction
mixed
Buy Value
$65.1M
Sell Value
$58.9M
Net Flow
-$51.2M

Institutional Positions

Net institutional flow: -$51.2M

▲ Buyers (3)

InstitutionActionChangePosition ValueValue Δ
Citadel DOUBLED +360.2% $1.3M $852.0K
Morgan Stanley ADD +46.4% $30.1M -$3.1M
UBS DOUBLED +129.3% $33.7M $10.0M

▼ Sellers (4)

InstitutionActionChangePrev ValueValue Δ
T. Rowe Price TRIM -33.8% $76.0K -$44.9K
Invesco NEAR_EXIT -91.1% $23.7M -$22.4M
BofA TRIM -35.4% $36.0M -$21.6M
Two Sigma TRIM -58.6% $20.1M -$14.9M

Actionable Insight

The mixed cluster with net selling suggests institutional uncertainty. Monitor upcoming Q4 earnings for fundamental catalysts that could resolve the divergence. The Citadel doubling is a modest positive signal from a quant perspective, but the larger dollar-weighted selling by passive funds (Invesco, BofA) dominates. Watch for any 13D activist filing or material news that could align institutional sentiment.

Key Facts

  • 3 institutional buyers accumulated $65.1M in current holdings, net adding $7.7M
  • 4 institutional sellers reduced holdings by $58.9M in net value
  • Citadel (quant) doubled its position (+360.2% shares), now worth $1.3M
  • UBS (mega-passive) more than doubled (+129.3% shares), now worth $33.7M
  • Invesco (mega-passive) near-exited (-91.1% shares), selling $22.4M
  • BofA (mega-passive) trimmed -35.4%, selling $21.6M
  • Two Sigma (quant) trimmed -58.6%, selling $14.9M
  • Morgan Stanley added +46.4% shares but its position value fell due to stock price decline

Financial Impact

Net institutional selling of approximately $51.2M ($58.9M sold vs $7.7M bought) in Q3 2025

institutional ownershipfloat

Risk Factors

  • Net selling by passive mega-funds may indicate structural de-risking or sector rotation
  • 13F data is 45+ days stale; positions may have been unwound or added to since quarter-end
  • Low win rate (33%) on prior PRCT reports suggests limited predictive power of cluster signals for this ticker

Market Snapshot

Exchange
Nasdaq
Sector
Surgical & Medical Instruments & Apparatus
Analyst Consensus
71% bullish (21 analysts)

Documents Analyzed

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

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-PRCT-2025-Q3
10 reports for PRCT
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +22.43%Feb 26, 2026
Filters
Rows
Reports for PRCT — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
MIXED ★ 4/10
$29.13 awaiting T+60awaiting T+60
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$29.13 awaiting T+60awaiting T+60
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$29.13 awaiting T+60awaiting T+60
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$29.13 awaiting T+60awaiting T+60
Mar 10, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$24.17 $26.33▲ +8.94%▼ −2.75%
Mar 6, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$24.22 $27.86▲ +15.03%▲ +2.25%
Mar 6, 2026
14w ago
Insider Cluster
BULLISH ★ 7/10
$24.22 $27.86▲ +15.03%▲ +2.25%
Mar 6, 2026
14w ago
Insider Cluster
BULLISH ★ 7/10
$24.22 $27.86▲ +15.03%▲ +2.25%
Feb 26, 2026
15w ago
8-K
BULLISH ★ 8/10
$23.63 $28.93▲ +22.43%▲ +14.68%
Feb 25, 2026
15w ago
8-K
BULLISH ★ 8/10
$27.84 $28.11▲ +0.97%▼ −5.98%
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (47h 11m)

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