Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Artesian Res Corp (ARTNA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — ARTNA

Based on 105 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ARTNA 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
105 funds currently hold this stock — 87% of the 3.0-year high of 121 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

60 buying42 selling
Last quarter: 60 funds bought or added vs 42 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.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 7 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
67 out of 105 hedge funds have held ARTNA 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.
📈

Growing discovery — still being found

13 → 14 → 7 → 16 → 15 new funds/Q
New funds entering each quarter: 14 → 7 → 16 → 15. A growing number of institutions are discovering ARTNA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 17% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 105 holders: 74 (70%) are 2+ year veterans, 13 entered 1–2 years ago, and 18 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
30 of 105 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ARTNA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — ARTNA

In 2026 Q2, 60 hedge funds were net buyers of ARTNA (15 opened a new position, 45 added to an existing one), while 42 reduced or exited (29 trimmed, 13 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in ARTNA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 105.

Hedge Fund Ownership: ARTNA

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

Market Analysis: ARTNA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARTNA

-- --

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

Is It Too Late to Buy Artesian Res Corp (ARTNA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARTNA has moved relative to its sector benchmark (XLU) since the 2026 Q3 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 September 30, 2026 · 45d ago
ARTNA
-1.9%
XLU
+11.6%

ARTNA outperformed XLU by -13.5% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
ARTNA
+0.0%
XLU
+0.0%

Since the filing became public, ARTNA outperformed XLU by +0.0% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ARTNA
2026 Q3 Stats Unlock in 5 days 105 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 105 103 1.94%
13F Shares 5M 5M -5.32%
Total Value $143M $145M -0.89%
New Positions 15 16 -1
Increased Positions 45 40 +5
Closed Positions 13 7 +6
Reduced Positions 29 23 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ARTNA

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Valuation Measures Data as of: --

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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

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Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q3)

105 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ARTNA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Costello Asset Management, INC 1.04% 104,212 $3.5M
2 Teton Advisors, LLC 0.68% 31,320 $1.0M
3 Palisades Investment Partners, LLC 0.63% 65,699 $2.2M
4 Fca Corp /Tx 0.62% 76,352 $2.5M
5 Roffman Miller Associates Inc /Pa/ 0.25% 146,425 $4.9M
6 R Squared Ltd 0.15% 8,533 $283K
7 ELCO Management Co., LLC 0.15% 9,317 $309K
8 North Star Investment Management Corp. 0.12% 67,025 $2.2M
9 Johnson & White Wealth Management, LLC 0.08% 6,430 $213K
10 Prospera Financial Services Inc 0.06% 149,246 $5.0M
11 RBF Capital, LLC 0.06% 40,000 $1.3M
12 Deprince Race & Zollo Inc 0.06% 97,737 $3.2M
13 Aster Capital Management (DIFC) Ltd 0.04% 3,600 $120K
14 Key FInancial Inc 0.02% 3,025 $100K
15 Kestra Advisory Services, LLC 0.02% 170,437 $5.7M
16 Jacobi Capital Management LLC 0.02% 9,848 $327K
17 Gabelli Funds LLC 0.01% 65,700 $2.2M
18 Renaissance Technologies LLC 0.01% 283,372 $9.4M
19 Moors & Cabot, Inc. 0.01% 6,900 $229K
20 Kentucky Trust Co 0.01% 500 $17K
21 Perigon Wealth Management, LLC 0.00% 8,521 $283K
22 Cullen Capital Management, LLC 0.00% 11,568 $384K
23 Evergreen Capital Management LLC 0.00% 6,408 $213K
24 Manchester Capital Management LLC 0.00% 799 $27K
25 Atria Investments, Inc 0.00% 11,109 $369K
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 — Artesian Res Corp (ARTNA)

What does the Smart Money Trend signal show for ARTNA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ARTNA 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 ARTNA?

Slight buying edge — 59% buying: Last quarter: 60 funds bought or added vs 42 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 ARTNA holders?

Elite ownership — 40% AUM from top-100 funds: 30 of 105 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ARTNA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARTNA?

64% of holders stayed for 2+ years: 67 out of 105 hedge funds have held ARTNA 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 Artesian Res Corp (ARTNA) following the 2026 Q3 hedge fund 13F filings?

As of today, ARTNA has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ARTNA has gained -1.9% vs +11.6% for XLU. 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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