Quants and short-horizon platforms drive 80% to 90% of institutional market flow
Henry Ellenbogen · Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best · Dec 16, 2025 · at 36:34
Henry Ellenbogen, founder of Durable Capital Partners, explains why short-term market volatility has amplified across public equities.
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“We estimate somewhere between 80 and 90% of the institutional flow is basically driven either by the firms that have one month and three month agency or the quants that have to take these price signals into account, and then their models are optimized for this.”
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