Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (CATH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
7Q ▲
Buyers last Q
56%

Smart Money Signals — CATH

Based on 194 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added CATH 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
194 hedge funds hold CATH 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
+25 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.
🟡

Slight buying edge — 56% buying

80 buying64 selling
Last quarter: 80 funds bought or added vs 64 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new CATH position: 17 → 18 → 18 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new
107 out of 194 hedge funds have held CATH 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

21 → 17 → 18 → 18 → 25 new funds/Q
New funds entering each quarter: 17 → 18 → 18 → 25. A growing number of institutions are discovering CATH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 14% 1-2yr ■ 29% new
Of 194 current holders: 109 (56%) 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.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
14 of 194 holders rank in the top 100 by AUM, accounting for 24% 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.

Hedge Fund Ownership: CATH

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

Market Analysis: CATH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CATH

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CATH
2026 Q1 Stats Unlock in 15 days 194 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 194 185 4.86%
13F Shares 6M 6M 1.05%
Total Value $534M $522M 2.2%
New Positions 25 18 +7
Increased Positions 55 52 +3
Closed Positions 16 14 +2
Reduced Positions 48 58 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CATH

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)

194 + investors

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

Top 25 institutional holders of CATH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Signet Private Wealth LLC 2.35% 31,475 $2.5M
2 Harpswell Capital Advisors, LLC 1.33% 22,772 $1.8M
3 CDKV HOLDINGS LLC 1.30% 18,900 $1.5M
4 DAGCO, INC. 1.10% 65,000 $5.1M
5 First Bank & Trust 1.07% 84,766 $6.6M
6 CENTRAL TRUST Co 0.85% 553,308 $43.2M
7 Bravera Wealth 0.81% 19,700 $1.6M
8 AMARILLO NATIONAL BANK 0.46% 33,419 $2.6M
9 McClarren Financial Advisors, Inc. 0.36% 7,816 $611K
10 Financial Advisory Corp 0.29% 26,498 $2.1M
11 TRUST CO OF TOLEDO NA /OH/ 0.28% 37,556 $2.9M
12 MBE Wealth Management, LLC 0.26% 8,010 $626K
13 WIN ADVISORS, INC 0.25% 7,081 $553K
14 Journey Beyond Wealth, LLC 0.23% 3,434 $268K
15 Sellwood Investment Partners LLC 0.21% 6,685 $522K
16 FIRETHORN WEALTH PARTNERS, LLC 0.21% 7,163 $560K
17 WESPAC Advisors SoCal, LLC 0.19% 11,662 $911K
18 eCIO, Inc. 0.17% 4,948 $387K
19 Trust Point Inc. 0.16% 23,989 $1.9M
20 STEPH & CO 0.13% 5,816 $455K
21 Capital Planning LLC 0.13% 4,937 $386K
22 GEM Asset Management, LLC 0.12% 3,473 $271K
23 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.12% 6,626 $518K
24 Sterling Investment Counsel, LLC 0.11% 4,870 $381K
25 FIRST HAWAIIAN BANK 0.11% 9,720 $760K
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 — GLOBAL X FDS (CATH)

What does the Smart Money Trend signal show for CATH?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added CATH 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 CATH?

Slight buying edge — 56% buying: Last quarter: 80 funds bought or added vs 64 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 CATH holders?

Strong quality — 24% AUM from major funds: 14 of 194 holders rank in the top 100 by AUM, accounting for 24% 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 CATH?

55% of holders stayed for 2+ years: 107 out of 194 hedge funds have held CATH 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.