Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (CATH)

211 + 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
↑ +12
Streak
9Q ▲
Buyers last Q
56%

Smart Money Signals — CATH

Based on 213 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
213 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
+28 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

86 buying68 selling
Last quarter: 86 funds bought or added vs 68 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 CATH position: 19 → 25 → 15 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
121 out of 213 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.
📊

Peak discovery — momentum slowing

18 → 19 → 25 → 15 → 21 new funds/Q
New funds entering each quarter: 19 → 25 → 15 → 21. CATH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 56% veterans vs 24% newcomers

■ 56% veterans ■ 20% 1-2yr ■ 24% new
Entry-cohort mix of 213 holders: 120 (56%) are 2+ year veterans, 42 entered 1–2 years ago, and 51 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
17 of 213 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — CATH

In 2026 Q2, 86 hedge funds were net buyers of CATH (21 opened a new position, 65 added to an existing one), while 68 reduced or exited (59 trimmed, 9 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in CATH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 213.

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.

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

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CATH
211 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 211 201 4.98%
13F Shares 7M 7M 2.39%
Total Value $640M $552M 15.83%
New Positions 20 15 +5
Increased Positions 65 88 -23
Closed Positions 10 12 -2
Reduced Positions 59 49 +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 Q2)

211 + investors

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

QUARTER:
Top 25 CATH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bcm Advisors, LLC 3.92% 229,489 $20.1M
2 Fund Evaluation Group, LLC 2.33% 976,483 $86.4M
3 Signet Private Wealth LLC 2.32% 32,914 $2.9M
4 Stonehaven Wealth & Tax Solutions, LLC 1.78% 25,041 $2.2M
5 Harpswell Capital Advisors, LLC 1.14% 20,000 $1.8M
6 Dagco, INC. 1.06% 65,000 $5.8M
7 PlanVest Financial, Inc 1.05% 17,713 $1.6M
8 Common Fund for Nonprofit Organizations 0.98% 121,008 $10.7M
9 First Bank & Trust 0.96% 73,966 $6.5M
10 Cdkv Holdings LLC 0.90% 13,000 $1.2M
11 CENTRAL TRUST Co 0.85% 532,259 $47.1M
12 Bravera Wealth 0.68% 19,900 $1.8M
13 Northwest Bancshares, Inc. 0.56% 35,132 $3.1M
14 Sound View Wealth Advisors Group, LLC 0.54% 97,427 $8.6M
15 Carter Financial, LLC 0.50% 7,593 $672K
16 South Plains Financial, INC. 0.50% 10,500 $929K
17 Amarillo National Bank 0.47% 33,419 $3.0M
18 Islay Capital Management, LLC 0.46% 11,300 $1.0M
19 AtlasMark Financial, Inc 0.46% 10,500 $929K
20 Widmann Financial Services, Inc. 0.44% 9,315 $824K
21 Atlanta Consulting Group Advisors, LLC 0.40% 28,617 $2.5M
22 McClarren Financial Advisors, Inc. 0.37% 8,196 $725K
23 Journey Beyond Wealth, LLC 0.35% 5,029 $445K
24 Choate Investment Advisors 0.32% 207,035 $18.3M
25 Financial Advisory Corp 0.29% 24,420 $2.2M
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 — 9 quarters in a row: For 9 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: 86 funds bought or added vs 68 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 — 25% AUM from major funds: 17 of 213 holders rank in the top 100 by AUM, accounting for 25% 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?

57% of holders stayed for 2+ years: 121 out of 213 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.

Full history →