Gw&K Investment Management 13F: Cuts ITGR Stake by $635K

Gw&K Investment Management has trimmed its holdings in ITGR, according to a recent Form 13F filing with the SEC. The investment firm reduced its position by 6,980 shares, which is a 1.3% decrease, leaving it with 527,943 shares valued at approximately $48 million as of the reporting period.

What Changed in Gw&K Investment Management's ITGR Position

Gw&K Investment Management cut its ITGR stake from 534,923 shares to 527,943 shares, reflecting a reduction of 6,980 shares. This move represents a 1.3% decrease in their holdings, with the value of the position pegged at around $48 million.

Other Institutional Activity in ITGR

Several other institutional investors also adjusted their positions in ITGR. Tudor Investment Corp ET Al added a substantial 50,500,000 shares, ending with a stake worth about $48.4 million. SSI Investment Management LLC also significantly increased its holdings by 10,295,000 shares, reaching a total of 10,295,000 shares valued at approximately $9.8 million. SEI Investments Co boosted its stake by 6,642,994 shares, finishing with 6,806,090 shares worth about $8.6 million. Meanwhile, BlackRock, Inc. increased its holdings by 18,873 shares, bringing its total to 5,305,841 shares valued at $466.9 million.

Integer Holdings Corporation Stock Down 28.0%

Shares of ITGR traded near $90.98. The company has no meaningful P/E ratio as it is not currently profitable. The stock's 52-week range is between $78.50 and $109.75, with a 50-day moving average of $88.45 and a 200-day moving average of $92.10.

Insider Buying and Selling at Integer Holdings Corporation

On May 20, 2026, several insiders purchased shares of ITGR. Alvin Tyrone Jeffers, Aaron Kapito, James Francis Flanagan, Donald Spence, Filippo Passerini, and Michael Coyle each bought 1,967 shares. Donald Spence acquired an additional 656 shares, totaling 2,623 shares. These transactions were not part of a 10b5-1 plan.

Analysts Set New Price Targets

On May 13, 2026, Oppenheimer upgraded ITGR to a 'buy' rating with a price target of $115. Earlier, on May 1, 2026, Citigroup maintained a 'hold' rating with a target of $89, while Piper Sandler reiterated a 'buy' rating with a $97 target. The consensus among analysts is mixed, with a mean target price of $95 and a total of 15 analyst opinions.

Bottom Line

The recent trimming of ITGR shares by Gw&K Investment Management is a notable change, reflecting ongoing portfolio adjustments. While 13F filings provide a snapshot of past holdings, they are backward-looking and may not represent the current position. Investors often track such filings to gauge institutional sentiment, but they should consider the full scope of market dynamics and individual analysis.