Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Allogene Therapeutics Inc (ALLO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — ALLO

Based on 204 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ALLO 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 momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
204 hedge funds hold ALLO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

131 buying58 selling
Last quarter: 131 funds were net buyers (51 opened a brand new position + 80 added to an existing one). Only 58 were sellers (43 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new ALLO position: 17 → 31 → 30 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 25% medium ■ 23% new
107 out of 204 hedge funds have held ALLO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +95% but shares only +14% — price-driven

Value
+95%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +95%, but actual share count only changed +14%. 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.
🚀

Acceleration phase — new buyers rushing in

30 → 17 → 31 → 30 → 51 new funds/Q
New funds entering each quarter: 17 → 31 → 30 → 51. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 210 holders: 129 (61%) are 2+ year veterans, 28 entered 1–2 years ago, and 53 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
43 of 204 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — ALLO

In 2026 Q1, 131 hedge funds were net buyers of ALLO (51 opened a new position, 80 added to an existing one), while 58 reduced or exited (43 trimmed, 15 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 31% of total institutional value in ALLO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 204.

Hedge Fund Ownership: ALLO

How many hedge funds hold ALLO — quarterly history vs. share price
Quarterly hedge fund ownership of ALLO vs. share price

Market Analysis: ALLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALLO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Allogene Therapeutics Inc (ALLO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALLO has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
ALLO
-18.0%
XLV
+1.9%

ALLO outperformed XLV by -19.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
ALLO
+0.0%
XLV
+3.0%

Since the filing became public, ALLO outperformed XLV by -3.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 3 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: ALLO
203 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 168 20.83%
13F Shares 186M 163M 14.11%
Total Value $430M $221M 95.05%
New Positions 50 30 +20
Increased Positions 77 53 +24
Closed Positions 15 32 -17
Reduced Positions 42 45 -3
Total Calls 4 4 -
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: ALLO

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

203 + investors

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

QUARTER:
Top 25 ALLO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pfizer Inc 20.85% 22,032,040 $49.8M
2 Wildcat Capital Management, LLC 6.71% 2,920,787 $7.1M
3 GordonMD Global Investments LP 2.43% 1,430,000 $3.5M
4 Patient Square Capital LP 1.49% 3,450,000 $8.4M
5 Tpg GP A, LLC 1.24% 18,716,306 $45.7M
6 Boxer Capital Management, LLC 0.87% 2,725,000 $6.6M
7 DAFNA Capital Management LLC 0.76% 1,370,118 $3.3M
8 MPM BioImpact LLC 0.42% 2,242,933 $5.5M
9 Harold Davidson & Associates Inc. 0.34% 289,222 $706K
10 Frazier Life Sciences Management, L.P. 0.24% 3,796,668 $9.3M
11 Virtus Investment Advisers, LLC 0.12% 180,588 $441K
12 Scientech Research LLC 0.09% 46,434 $113K
13 Headlands Technologies LLC 0.07% 265,922 $649K
14 R Squared Ltd 0.06% 45,245 $110K
15 Candriam S.C.A. 0.04% 2,997,318 $7.3M
16 Tema Etfs LLC 0.04% 219,072 $535K
17 Voleon Capital Management LP 0.03% 640,598 $1.6M
18 Woodline Partners LP 0.03% 3,501,078 $8.5M
19 Caitong International Asset Management Co., Ltd 0.03% 70,933 $173K
20 Navalign, LLC 0.03% 49,398 $121K
21 Seven Mile Advisory 0.03% 14,434 $35K
22 Polymer Capital Management (US) LLC 0.02% 100,676 $246K
23 Axq Capital, LP 0.02% 73,930 $180K
24 Raiffeisen Bank International AG 0.02% 700,000 $1.6M
25 Jacobs Levy Equity Management, Inc 0.02% 2,013,508 $4.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Allogene Therapeutics Inc (ALLO)

What does the Smart Money Trend signal show for ALLO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ALLO 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 momentum flip.

What is the institutional breadth score for ALLO?

More buyers than sellers — 69% buying: Last quarter: 131 funds were net buyers (51 opened a brand new position + 80 added to an existing one). Only 58 were sellers (43 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALLO holders?

Strong quality — 31% AUM from major funds: 43 of 204 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALLO?

52% of holders stayed for 2+ years: 107 out of 204 hedge funds have held ALLO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Allogene Therapeutics Inc (ALLO) following the 2026 Q1 hedge fund 13F filings?

As of today, ALLO has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLV sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), ALLO has gained -18.0% vs +1.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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