Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CREDIT SUISSE ASSET MGMT (CIK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — CIK

Based on 46 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 their CIK 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 — 94% of 3.0Y peak

94% of all-time peak
46 funds currently hold this stock — 94% of the 3.0-year high of 49 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CIK is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

19 buying16 selling
Last quarter: 19 funds bought or added vs 16 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 7% medium ■ 20% new
34 out of 46 hedge funds have held CIK 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.
💰

Value +504% but shares only +36% — price-driven

Value
+504%
Shares
+35%
Last quarter: the total dollar value of institutional holdings rose +504%, but actual share count only changed +36%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~7 new funds/quarter

9 → 6 → 8 → 8 → 7 new funds/Q
New funds entering each quarter: 6 → 8 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 4% 1-2yr ■ 22% new
Of 46 current holders: 34 (74%) 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.
🏆

Elite ownership — 94% AUM from top-100 funds

94% from top-100 AUM funds
10 of 46 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in CIK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: CIK

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

Market Analysis: CIK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CIK

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CIK
2026 Q1 Stats Unlock in 19 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 47 -2.13%
13F Shares 5M 4M 35.75%
Total Value $70M $12M 504.01%
New Positions 7 8 -1
Increased Positions 12 12 -
Closed Positions 8 8 -
Reduced Positions 8 14 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CIK

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)

46 + investors

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

Top 15 institutional holders of CIK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MELFA WEALTH MANAGEMENT, INC. 0.06% 42,950 $110K
2 Unified Investment Management 0.03% 10,345 $26K
3 Hilton Head Capital Partners, LLC 0.01% 5,952 $15K
4 Dynamic Advisor Solutions LLC 0.01% 67,385 $173K
5 WEDBUSH SECURITIES INC 0.00% 57,521 —
6 Capital Investment Advisors, LLC 0.00% 41,598 $106K
7 CoreCap Advisors, LLC 0.00% 12,800 $33K
8 NBC SECURITIES, INC. 0.00% 4,117 $11K
9 Activest Wealth Management 0.00% 1,500 $4K
10 PINNACLE ASSOCIATES LTD 0.00% 17,440 $45K
11 HIGHLINE WEALTH PARTNERS LLC 0.00% 800 $2K
12 Janney Montgomery Scott LLC 0.00% 55,120 —
13 Concurrent Investment Advisors, LLC 0.00% 10,128 $26K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 64,361 $165K
15 Kestra Advisory Services, LLC 0.00% 13,001 $33K
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 — CREDIT SUISSE ASSET MGMT (CIK)

What does the Smart Money Trend signal show for CIK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CIK 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 CIK?

Slight buying edge — 54% buying: Last quarter: 19 funds bought or added vs 16 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 CIK holders?

Elite ownership — 94% AUM from top-100 funds: 10 of 46 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in CIK. 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 CIK?

74% of holders stayed for 2+ years: 34 out of 46 hedge funds have held CIK 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.