Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Andersen Group Inc (ANDG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — ANDG

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
64 hedge funds hold ANDG 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.
🚀

Fast accumulation — +6300% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+6300% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

38 buying35 selling
Last quarter: 38 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-44 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 63 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 98% entered in last year

■ 2% conviction (2yr+) ■ 0% medium ■ 98% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~19 new funds/quarter

0 → 0 → 0 → 63 → 19 new funds/Q
New funds entering each quarter: 0 → 0 → 63 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 64 current holders: 63 (98%) entered in the past year, only 1 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
18 of 64 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — ANDG

In 2026 Q1, 38 hedge funds were net buyers of ANDG (19 opened a new position, 19 added to an existing one), while 35 reduced or exited (16 trimmed, 19 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 64.

Hedge Fund Ownership: ANDG

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

Market Analysis: ANDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ANDG

-- --

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

Is It Too Late to Buy Andersen Group Inc (ANDG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ANDG has moved relative to its sector benchmark (XLY) 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 · 81d ago
ANDG
nan%
XLY
nan%

ANDG outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
ANDG
nan%
XLY
nan%

Since the filing became public, ANDG outperformed XLY by nan% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: ANDG
64 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 64 -
13F Shares 14M 14M 2.84%
Total Value $378M $351M 7.76%
New Positions 19 64 -45
Increased Positions 19 0 +19
Closed Positions 19 0 +19
Reduced Positions 16 0 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ANDG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

64 + investors

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

QUARTER:
Top 25 ANDG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Telemark Asset Management, LLC 1.26% 500,000 $13.6M
2 J. Goldman & Co LP 0.95% 1,200,000 $32.6M
3 Seven Grand Managers, LLC 0.91% 500,000 $13.6M
4 Durable Capital Partners LP 0.47% 1,670,485 $45.4M
5 Royce & Associates LP 0.38% 1,408,715 $38.3M
6 Hound Partners, LLC 0.20% 60,000 $1.6M
7 Burkehill Global Management, LP 0.20% 150,000 $4.1M
8 Ghisallo Capital Management LLC 0.15% 200,000 $5.4M
9 ArrowMark Colorado Holdings LLC 0.13% 179,106 $4.9M
10 Driehaus Capital Management LLC 0.11% 560,207 $15.2M
11 Brown Advisory Inc 0.11% 2,439,328 $66.3M
12 Bamco Inc /Ny/ 0.07% 900,149 $24.5M
13 Polymer Capital Management (US) LLC 0.07% 25,400 $691K
14 Limestone Investment Advisors LP 0.05% 23,405 $637K
15 Readystate Asset Management LP 0.05% 40,000 $1.1M
16 XTX Topco Ltd 0.02% 47,809 $1.3M
17 Quantbot Technologies LP 0.02% 18,030 $490K
18 Teacher Retirement System of Texas 0.02% 165,000 $4.5M
19 Alyeska Investment Group, L.P. 0.02% 225,000 $6.1M
20 Covalis Capital LLP 0.02% 10,000 $272K
21 Soros Fund Management LLC 0.01% 50,000 $1.4M
22 Freestone Grove Partners LP 0.01% 66,795 $1.8M
23 Franklin Resources Inc 0.01% 1,130,323 $30.7M
24 Russell Investments Group, Ltd. 0.01% 221,467 $6.0M
25 Allspring Global Investments Holdings, LLC 0.01% 130,856 $3.6M
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 — Andersen Group Inc (ANDG)

What does the Smart Money Trend signal show for ANDG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ANDG?

Slight buying edge — 52% buying: Last quarter: 38 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ANDG holders?

Smaller funds dominant — 14% AUM from top-100: 18 of 64 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ANDG?

Mostly new holders — 98% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Andersen Group Inc (ANDG) following the 2026 Q1 hedge fund 13F filings?

As of today, ANDG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ANDG has gained nan% vs nan% for XLY. 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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