undamentalytics Newsletter

Healthcare Triangle, Inc.: which funds bought and sold

Institutions that bought and sold Healthcare Triangle shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 4 institutions that filed 13F reports for both quarters added to or opened positions in Healthcare Triangle, and 6 cut or closed them. Together they sold a net 57K shares, −56.9% on what they held at the start of the quarter. 2 opened a new position and 4 sold out entirely.

Bought, Q2 2026 4 institutions, 2 of them new holders Sold, Q2 2026 6 institutions, 4 of them sold out
Net change, all compared −57K shares (−56.9%)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 12
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 0 bought · 2 sold · −1,102
Other institutions 4 bought · 4 sold · −56K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of Montreal +10K +100.0% 20K $36,200
Tower Research Capital LLC (TRC) +520 +65.5% 1,314 $2,378
Barclays PLC +310 New position 310 $561
Jpmorgan Chase & Co +20 New position 20 $38

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −32K −78.2% 8,859 $16,034
Morgan Stanley −20K Sold out 0 —
Virtu Financial LLC −15K Sold out 0 —
Geode Capital Management, LLC Index funds −620 −4.9% 12K $21,674
Vanguard Fiduciary Trust Co Index funds −482 Sold out 0 —
BNP Paribas Financial Markets −7 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Barclays PLC 310 $561
Jpmorgan Chase & Co 20 $38

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Morgan Stanley 20K $55,064
Virtu Financial LLC 15K $39,000
Vanguard Fiduciary Trust CoIndex funds 482 $1,297
BNP Paribas Financial Markets 7 $19

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
8
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
29.6%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 0 0 0 0 —
Index fund managers 0 2 0 1 −1,102 −7.9%
Other institutions 4 4 2 3 −56K −64.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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