Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CELLDEX THERAPEUTICS INC NEW (CLDX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — CLDX

Based on 175 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CLDX 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
175 funds currently hold this stock — 94% of the 3.0-year high of 186 funds (reached 2024 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 CLDX is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

85 buying80 selling
Last quarter: 85 funds bought or added vs 80 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 — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 36 → 30 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 23% medium 22% new
96 out of 175 hedge funds have held CLDX 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.
➡️

Steady discovery — ~27 new funds/quarter

32 → 25 → 36 → 30 → 27 new funds/Q
New funds entering each quarter: 25 → 36 → 30 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 13% 1-2yr 26% new
Of 178 current holders: 107 (60%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
31 of 175 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CLDX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: CLDX

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

Market Analysis: CLDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLDX

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

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 4 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: CLDX
2026 Q1 Stats Unlock in 21 days 178 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 178 178 -
13F Shares 73M 71M 3.64%
Total Value $1.94B $1.77B 9.45%
New Positions 27 32 -5
Increased Positions 60 62 -2
Closed Positions 26 28 -2
Reduced Positions 66 67 -1
Total Calls 2 5 -60.0%
Total Puts 2 6 -66.67%
PUT/CALL Ratio 1.0 1.2 Neutral

Statistics: CLDX

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

178 + investors

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

Top 25 institutional holders of CLDX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 2.90% 375,127 $11.9M
2 Mirador Capital Partners LP 0.80% 178,053 $5.6M
3 PSP Research LLC 0.29% 13,000 $412K
4 Overbrook Management Corp 0.07% 11,537 $366K
5 PROFUND ADVISORS LLC 0.03% 29,526 $937K
6 Simplify Asset Management Inc. 0.03% 68,994 $2.2M
7 Pictet Asset Management Holding SA 0.03% 923,696 $29.3M
8 Y-Intercept (Hong Kong) Ltd 0.03% 45,192 $1.4M
9 SBI Okasan Asset Management Co.Ltd. 0.02% 16,400 $483K
10 Apella Capital, LLC 0.01% 17,024 $588K
11 E Fund Management Co., Ltd. 0.01% 8,178 $259K
12 Assenagon Asset Management S.A. 0.01% 146,525 $4.6M
13 Diversified Trust Co 0.00% 7,021 $223K
14 Handelsbanken Fonder AB 0.00% 25,900
15 Versant Capital Management, Inc 0.00% 689 $22K
16 KLP KAPITALFORVALTNING AS 0.00% 12,800 $406K
17 Sterling Capital Management LLC 0.00% 2,170 $69K
18 SG Americas Securities, LLC 0.00% 38,008 $1K
19 Sound Income Strategies, LLC 0.00% 454 $14K
20 ProShare Advisors LLC 0.00% 9,493 $301K
21 GAMMA Investing LLC 0.00% 276 $9K
22 TSFG, LLC 0.00% 50
23 Private Wealth Management Group, LLC 0.00% 28
24 SIGNATUREFD, LLC 0.00% 423 $13K
25 True Wealth Design, LLC 0.00% 15
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 — CELLDEX THERAPEUTICS INC NEW (CLDX)

What does the Smart Money Trend signal show for CLDX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CLDX 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 CLDX?

Slight buying edge — 52% buying: Last quarter: 85 funds bought or added vs 80 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 CLDX holders?

Elite ownership — 41% AUM from top-100 funds: 31 of 175 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CLDX. 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 CLDX?

55% of holders stayed for 2+ years: 96 out of 175 hedge funds have held CLDX 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.