Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Perspective Therapeutics Inc (CATX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — CATX

Based on 128 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CATX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
128 funds currently hold this stock — 93% of the 3.0-year high of 137 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

86 buying56 selling
Last quarter: 86 funds were net buyers (24 opened a brand new position + 62 added to an existing one). Only 56 were sellers (23 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 22 → 48 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 30% long-term, 34% new

■ 30% conviction (2yr+) ■ 36% medium ■ 34% new
Of the 128 current holders: 38 (30%) held >2 years, 46 held 1–2 years, and 44 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +10%, value -10%

Value
-9%
Shares
+9%
Last quarter: funds added +10% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

12 → 15 → 22 → 48 → 24 new funds/Q
New funds entering each quarter: 15 → 22 → 48 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 5% veterans, 30% new entrants

■ 5% veterans ■ 65% 1-2yr ■ 30% new
Of 129 current holders: 6 (5%) held 2+ years, 84 held 1–2 years, 39 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
40 of 128 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CATX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — CATX

In 2026 Q2, 86 hedge funds were net buyers of CATX (24 opened a new position, 62 added to an existing one), while 56 reduced or exited (23 trimmed, 33 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in CATX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 128.

Hedge Fund Ownership: CATX

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

Market Analysis: CATX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CATX

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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.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: CATX
127 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 127 137 -7.3%
13F Shares 87M 79M 9.58%
Total Value $295M $328M -10.0%
New Positions 24 48 -24
Increased Positions 61 39 +22
Closed Positions 34 24 +10
Reduced Positions 22 29 -7
Total Calls 1 3 -66.67%
Total Puts 0 3 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: CATX

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Financial Highlights

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Institutional Holders (2026 Q2)

127 + investors

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

QUARTER:
Top 25 CATX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avidity Partners Management LP 3.44% 6,299,999 $21.5M
2 Yu Fan 3.33% 1,055,409 $3.6M
3 Nicholson Wealth Management Group, LLC 3.25% 1,619,993 $5.5M
4 Spruce Street Capital LP 2.47% 3,693,931 $12.6M
5 Ally Bridge Group (NY) LLC 2.24% 743,958 $2.5M
6 Commodore Capital LP 1.29% 6,336,782 $21.6M
7 Affinity Asset Advisors, LLC 0.65% 4,214,582 $14.4M
8 TCG Crossover Management, LLC 0.65% 7,915,567 $27.0M
9 Nantahala Capital Management, LLC 0.26% 2,325,450 $7.9M
10 ADAR1 Capital Management, LLC 0.19% 1,210,117 $4.1M
11 Seven Fleet Capital Management LP 0.19% 332,613 $1.1M
12 Hills Bank & Trust Co 0.13% 872,200 $3.0M
13 Trueblood Wealth Management, LLC 0.12% 99,740 $340K
14 Taylor & Morgan Wealth Management, LLC 0.11% 66,000 $225K
15 WealthPlan Investment Management, LLC 0.07% 404,071 $1.4M
16 Koa Wealth Management, LLC 0.06% 25,975 $89K
17 Auctus Advisors LLC 0.06% 20,344 $69K
18 Perkins Capital Management Inc 0.05% 18,200 $62K
19 Sykon Capital LLC 0.04% 37,932 $129K
20 Wealth Effects LLC 0.03% 35,000 $119K
21 Aigen Investment Management, LP 0.02% 20,509 $70K
22 Balyasny Asset Management L.P. 0.01% 3,320,224 $11.3M
23 Abel Hall, LLC 0.01% 22,994 $78K
24 Iowa State Bank 0.01% 19,061 $65K
25 Millennium Management LLC 0.01% 4,911,855 $16.7M
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 — Perspective Therapeutics Inc (CATX)

What does the Smart Money Trend signal show for CATX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CATX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CATX?

More buyers than sellers — 61% buying: Last quarter: 86 funds were net buyers (24 opened a brand new position + 62 added to an existing one). Only 56 were sellers (23 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CATX holders?

Elite ownership — 44% AUM from top-100 funds: 40 of 128 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CATX. 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 CATX?

Mixed — 30% long-term, 34% new: Of the 128 current holders: 38 (30%) held >2 years, 46 held 1–2 years, and 44 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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