Stock Analysis

BANK MONTREAL MEDIUM (BERZ)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
25%

Smart Money Signals — BERZ

Based on 2 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 this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
🔻

Below peak — only 40% of 2.0Y high

40% of all-time peak
Only 2 funds hold this stock today versus a peak of 5 funds at 2024 Q1 — just 40% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 60% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold this stock compared to a year ago (-60% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🔴

Heavy selling pressure — only 25% buying

1 buying3 selling
Last quarter: 3 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 1 → 2 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 0% entered in last year

0% conviction (2yr+) 100% medium 0% new
Only 0 funds (0%) 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.
📈

Growing discovery — still being found

3 → 0 → 1 → 2 → 1 new funds/Q
New funds entering each quarter: 0 → 1 → 2 → 1. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
📊

Mixed cohorts — 0% veterans, 0% new entrants

0% veterans 100% 1-2yr 0% new
Of 2 current holders: 0 (0%) held 2+ years, 2 held 1–2 years, 0 (0%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% from top-100 AUM funds

50% from top-100 AUM funds
1 of 2 current holders are among the 100 largest hedge funds by AUM. When the biggest players own a stock, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
1.2
out of 10
Low Exit Risk
Exit risk score 1.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: BERZ

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

Market Analysis: BERZ

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BERZ

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Hedge Fund Positioning: BERZ
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: BERZ

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Valuation Measures Data as of: --

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Financial Highlights

Profitability
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Income Statement & Cash Flow
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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed