Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aptargroup Inc (ATR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — ATR

Based on 538 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ATR 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
538 hedge funds hold ATR 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 — +10% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

295 buying218 selling
Last quarter: 295 funds bought or added vs 218 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ATR position: 68 → 73 → 87 → 93. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 22% new
335 out of 538 hedge funds have held ATR 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

66 → 68 → 73 → 87 → 93 new funds/Q
New funds entering each quarter: 68 → 73 → 87 → 93. A growing number of institutions are discovering ATR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 542 holders: 369 (68%) are 2+ year veterans, 42 entered 1–2 years ago, and 131 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
59 of 538 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ATR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — ATR

In 2026 Q1, 295 hedge funds were net buyers of ATR (93 opened a new position, 202 added to an existing one), while 218 reduced or exited (164 trimmed, 54 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in ATR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 538.

Hedge Fund Ownership: ATR

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

Market Analysis: ATR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATR

-- --

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

Is It Too Late to Buy Aptargroup Inc (ATR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ATR 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 · 78d ago
ATR
-3.6%
XLV
+3.5%

ATR outperformed XLV by -7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ATR
+3.0%
XLV
+4.6%

Since the filing became public, ATR outperformed XLV by -1.6% .

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.

32 top-rated funds 3 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: ATR
533 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 533 499 6.81%
13F Shares 59M 60M -1.6%
Total Value $7.21B $7.29B -0.98%
New Positions 91 87 +4
Increased Positions 198 174 +24
Closed Positions 57 80 -23
Reduced Positions 164 179 -15
Total Calls 2 3 -33.33%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ATR

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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

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)

533 + investors

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

QUARTER:
Top 25 ATR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dayah Capital LLC 4.22% 59,000 $7.4M
2 Atlas FRM LLC 2.89% 350,000 $44.1M
3 Mountain Pacific Investment Advisers LLC 2.83% 131,282 $16.5M
4 Delaney Dennis R 2.78% 62,385 $7.9M
5 Nuance Investments, LLC 2.73% 155,423 $19.6M
6 Elefante Mark B 2.62% 37,764 $4.8M
7 Speece Thorson Capital Group Inc 2.49% 86,801 $10.9M
8 Puzo Michael J 2.45% 66,887 $8.4M
9 Cornerstone Capital, Inc. 2.31% 183,499 $23.1M
10 Kidder Stephen W 2.26% 61,023 $7.7M
11 Somerville Kurt F 2.25% 67,684 $8.5M
12 Hemenway Trust Co LLC 2.21% 217,872 $27.5M
13 Notis-McConarty Edward 2.09% 37,034 $4.6M
14 Broderick Brian C 2.06% 88,442 $11.1M
15 Fiduciary Management Inc /Wi/ 1.96% 1,252,338 $157.8M
16 Baker Chad R 1.88% 79,100 $10.0M
17 Dempze Nancy E 1.74% 25,202 $3.2M
18 Schwartz Investment Counsel Inc 1.73% 387,160 $48.8M
19 Private Harbour Investment Management & Counsel, LLC 1.72% 12,433 $1.6M
20 River Road Asset Management, LLC 1.68% 1,177,003 $148.3M
21 Boston Trust Walden Corp 1.40% 1,349,489 $170.1M
22 Hall Laurie J Trustee 1.31% 29,469 $3.7M
23 Sone Capital Management, LLC 1.20% 113,777 $14.3M
24 Howard Capital Management Group, LLC 1.15% 136,927 $17.3M
25 Aristotle Capital Boston, LLC 1.02% 130,508 $16.5M
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 — Aptargroup Inc (ATR)

What does the Smart Money Trend signal show for ATR?

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

Slight buying edge — 58% buying: Last quarter: 295 funds bought or added vs 218 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 ATR holders?

Elite ownership — 47% AUM from top-100 funds: 59 of 538 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ATR. 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 ATR?

62% of holders stayed for 2+ years: 335 out of 538 hedge funds have held ATR 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 Aptargroup Inc (ATR) following the 2026 Q1 hedge fund 13F filings?

As of today, ATR has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.6% for the XLV sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), ATR has gained -3.6% vs +3.5% 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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