Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strata Critical Medical Inc (BLDE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — BLDE

Based on 142 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BLDE 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
142 hedge funds hold BLDE 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 — +15% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

88 buying55 selling
Last quarter: 88 funds were net buyers (35 opened a brand new position + 53 added to an existing one). Only 55 were sellers (38 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new BLDE position: 31 → 18 → 21 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 26% medium ■ 27% new
67 out of 142 hedge funds have held BLDE 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.
💰

Price up while funds trimmed (+22% value, -3% shares)

Value
+21%
Shares
-3%
Last quarter: total value of institutional BLDE holdings rose +22% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

27 → 31 → 18 → 21 → 35 new funds/Q
New funds entering each quarter: 31 → 18 → 21 → 35. A growing number of institutions are discovering BLDE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 31% newcomers

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Entry-cohort mix of 145 holders: 80 (55%) are 2+ year veterans, 20 entered 1–2 years ago, and 45 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
39 of 141 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — BLDE

In 2026 Q2, 88 hedge funds were net buyers of BLDE (35 opened a new position, 53 added to an existing one), while 55 reduced or exited (38 trimmed, 17 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 32% of total institutional value in BLDE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 142.

Hedge Fund Ownership: BLDE

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

Market Analysis: BLDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLDE

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: BLDE
139 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 139 124 12.1%
13F Shares 54M 56M -3.01%
Total Value $283M $233M 21.53%
New Positions 35 21 +14
Increased Positions 51 47 +4
Closed Positions 19 22 -3
Reduced Positions 37 35 +2
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: BLDE

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Institutional Holders (2026 Q2)

139 + investors

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

QUARTER:
Top 25 BLDE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northern Right Capital Management, L.P. 7.65% 4,890,584 $25.8M
2 Pillsbury Lake Capital LLC 3.12% 2,171,006 $11.4M
3 Creek Drive Management Group LLC 1.50% 586,200 $3.1M
4 AWM Investment Company, Inc. 1.29% 2,821,468 $14.9M
5 Uniplan Investment Counsel, Inc. 0.71% 1,429,514 $7.5M
6 Third Point LLC 0.56% 5,000,000 $26.4M
7 Prelude Capital Management, LLC 0.19% 503,872 $2.7M
8 Royce & Associates LP 0.13% 3,132,933 $16.5M
9 Intellectus Partners, LLC 0.11% 115,450 $608K
10 Aspen Grove Capital, LLC 0.09% 125,000 $659K
11 Granahan Investment Management, LLC 0.09% 503,005 $2.7M
12 ARK Investment Management LLC 0.09% 2,730,855 $14.4M
13 Seelaus Asset Management LLC 0.09% 23,700 $125K
14 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% 251,971 $1.3M
15 Landscape Capital Management, L.L.C. 0.08% 238,032 $1.3M
16 Numerai GP LLC 0.08% 182,282 $961K
17 Amova Asset Management Americas, Inc. 0.07% 989,100 $5.2M
18 Virtus Advisers, LLC 0.06% 30,641 $161K
19 Boothbay Fund Management, LLC 0.02% 343,014 $1.8M
20 Fox Run Management, L.L.C. 0.02% 25,432 $134K
21 First Eagle Investment Management, LLC 0.02% 2,314,614 $12.2M
22 Allied Private Wealth LLC 0.02% 5,952 $31K
23 Ashton Thomas Private Wealth, LLC 0.02% 146,440 $772K
24 Commonwealth Financial Services, LLC 0.01% 15,758 $83K
25 XTX Topco Ltd 0.01% 163,287 $861K
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 — Strata Critical Medical Inc (BLDE)

What does the Smart Money Trend signal show for BLDE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BLDE 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 BLDE?

More buyers than sellers — 62% buying: Last quarter: 88 funds were net buyers (35 opened a brand new position + 53 added to an existing one). Only 55 were sellers (38 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BLDE holders?

Strong quality — 32% AUM from major funds: 39 of 141 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BLDE?

47% of holders stayed for 2+ years: 67 out of 142 hedge funds have held BLDE 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.

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