Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

ALGER MID-CAP FOCUS FUND CLASS Z (AFOZX)

0 + Investors. Track Smart Money conviction in AFOZX. See who's accumulating, reducing, or initiating positions.

Net Flow Q/Q

↑ +1

Streak

1Q ▲

Buyers last Q

100%

Smart Money Signals — AFOZX

Based on 2 hedge funds · latest filing: 2025 Q3 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added this stock than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term trade.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

2 hedge funds hold this stock right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.

🟢

More buyers than sellers — 100% buying

1 buying0 selling

Last quarter: 1 funds were net buyers (1 opened a brand new position + 0 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

💰

Value +74% but shares only +27% — price-driven

Value

+73%

+26%

Last quarter: the total dollar value of institutional holdings rose +74%, but actual share count only changed +27%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AFOZX

How many hedge funds hold AFOZX — quarterly history vs. share price

Quarterly hedge fund ownership of AFOZX vs. share price

Stock Performance

Real-time

Hedge Fund Positioning: AFOZX

2026 Q1 Stats Unlock in 37 days 0 + Investors

Track Smart Money conviction in AFOZX. See who's accumulating, reducing, or initiating positions.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	0	2	-100.0%
13F Shares	0	7K	-100.0%
Total Value	$0	$145K	-100.0%
New Positions	0	2	-2
Increased Positions	0	0	-
Closed Positions	2	0	+2
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: AFOZX

Valuation Measures Data as of: --

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Financial Highlights

Profitability

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Income Statement & Cash Flow

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AFOZX. Verified SEC 13F-HR filings.

FILTER: All New Added To Reduced No Change | Overweight >5%

Top 2 institutional holders of AFOZX — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Vermillion Wealth Management, Inc.	0.03%	5,336	$115K
2	KELLEHER FINANCIAL ADVISORS	0.01%	1,415	$30K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed