Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARTESIAN RES CORP (ARTNA)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — ARTNA

Based on 88 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ARTNA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
88 funds currently hold this stock — 75% of the 3.0-year high of 118 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ARTNA is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

37 buying42 selling
Last quarter: 42 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 12 → 12 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 17% medium 14% new
61 out of 88 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.
📊

Peak discovery — momentum slowing

10 → 18 → 12 → 12 → 7 new funds/Q
New funds entering each quarter: 18 → 12 → 12 → 7. ARTNA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 75% of holders stayed 2+ years

75% veterans 7% 1-2yr 18% new
Of 88 current holders: 66 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
23 of 88 holders are among the 100 largest funds by AUM, controlling 42% 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.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ARTNA
2026 Q1 Stats Unlock in 19 days 88 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 88 94 -6.38%
13F Shares 5M 5M -5.01%
Total Value $160M $175M -8.66%
New Positions 7 12 -5
Increased Positions 30 28 +2
Closed Positions 13 12 +1
Reduced Positions 29 32 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ARTNA

View More

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)

88 + investors

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

Top 24 institutional holders of ARTNA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Costello Asset Management, INC 1.45% 131,483 $4.2M
2 Palisades Investment Partners, LLC 0.69% 54,882 $1.7M
3 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.27% 146,054 $4.7M
4 ELCO Management Co., LLC 0.12% 7,765 $247K
5 North Star Investment Management Corp. 0.11% 59,000 $1.9M
6 Johnson & White Wealth Management, LLC 0.09% 6,649 $212K
7 Prospera Financial Services Inc 0.08% 157,887 $5.0M
8 Fruth Investment Management 0.07% 9,050
9 DEPRINCE RACE & ZOLLO INC 0.04% 73,706 $2.3M
10 Kestra Advisory Services, LLC 0.02% 166,443 $5.3M
11 Key FInancial Inc 0.02% 3,025 $96K
12 Kentucky Trust Co 0.01% 500 $16K
13 Perigon Wealth Management, LLC 0.00% 7,058 $225K
14 Assenagon Asset Management S.A. 0.00% 45,310 $1.4M
15 Hilltop National Bank 0.00% 100 $3K
16 Inspire Investing, LLC 0.00% 262 $8K
17 Versant Capital Management, Inc 0.00% 148 $5K
18 Private Wealth Management Group, LLC 0.00% 49 $2K
19 AdvisorNet Financial, Inc 0.00% 225 $7K
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 6,345 $202K
21 CoreCap Advisors, LLC 0.00% 143 $5K
22 Farther Finance Advisors, LLC 0.00% 345 $11K
23 SBI Securities Co., Ltd. 0.00% 94 $3K
24 SIGNATUREFD, LLC 0.00% 76 $2K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ARTNA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ARTNA?

More sellers than buyers — 47% buying: Last quarter: 42 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ARTNA holders?

Elite ownership — 42% AUM from top-100 funds: 23 of 88 holders are among the 100 largest funds by AUM, controlling 42% 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?

69% of holders stayed for 2+ years: 61 out of 88 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.

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.