Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Celldex Therapeutics Inc New (CLDX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — CLDX

Based on 221 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
221 hedge funds hold CLDX 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+30% 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 — 62% buying

124 buying76 selling
Last quarter: 124 funds were net buyers (56 opened a brand new position + 68 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new CLDX position: 37 → 30 → 27 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 25% medium ■ 24% new
114 out of 221 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.
💰

Price up while funds trimmed (+15% value, -1% shares)

Value
+15%
Shares
0%
Last quarter: total value of institutional CLDX holdings rose +15% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

27 → 37 → 30 → 27 → 56 new funds/Q
New funds entering each quarter: 37 → 30 → 27 → 56. A growing number of institutions are discovering CLDX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 14% 1-2yr ■ 28% new
Of 228 current holders: 131 (57%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
44 of 221 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — CLDX

In 2026 Q1, 124 hedge funds were net buyers of CLDX (56 opened a new position, 68 added to an existing one), while 76 reduced or exited (58 trimmed, 18 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in CLDX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 221.

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

-- --

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

Is It Too Late to Buy Celldex Therapeutics Inc New (CLDX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CLDX has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CLDX
+2.0%
XLV
+3.2%

CLDX outperformed XLV by -1.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CLDX
+3.3%
XLV
+4.2%

Since the filing became public, CLDX outperformed XLV by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 6 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: CLDX
219 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 219 183 19.67%
13F Shares 73M 73M -0.76%
Total Value $2.23B $1.94B 15.29%
New Positions 54 27 +27
Increased Positions 68 59 +9
Closed Positions 18 23 -5
Reduced Positions 56 60 -4
Total Calls 3 2 50.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: CLDX

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

219 + investors

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

QUARTER:
Top 25 CLDX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kynam Capital Management, LP 11.43% 5,840,567 $185.3M
2 Elmind Capital, LP 7.79% 865,000 $27.4M
3 Commodore Capital LP 4.95% 2,696,616 $85.5M
4 5AM Venture Management, LLC 4.38% 497,270 $15.8M
5 Rosalind Advisors, Inc. 4.21% 330,000 $10.5M
6 Superstring Capital Management LP 4.08% 180,048 $5.7M
7 GordonMD Global Investments LP 3.76% 170,307 $5.4M
8 Novo Holdings A/S 3.08% 1,200,000 $38.1M
9 Eversept Partners, LP 2.99% 1,788,016 $56.7M
10 TSP Capital Management Group, LLC 2.90% 375,127 $11.9M
11 Propel Bio Management, LLC 2.61% 131,364 $4.1M
12 Foresite Capital Management VI LLC 2.18% 315,913 $10.0M
13 Tetragon Partners GP Ltd 1.92% 312,316 $9.9M
14 Stempoint Capital LP 1.57% 254,267 $8.1M
15 Palo Alto Investors LP 1.44% 296,408 $9.4M
16 Braidwell LP 1.43% 1,356,082 $43.0M
17 Birchview Capital, LP 1.27% 70,095 $2.2M
18 Sphera Funds Management LTD. 1.23% 243,575 $7.7M
19 Rock Springs Capital Management LP 1.22% 650,270 $20.6M
20 Ikarian Capital, LLC 1.19% 461,247 $14.6M
21 Vestal Point Capital, LP 1.09% 1,224,165 $38.8M
22 PFM Health Sciences, LP 0.94% 324,957 $10.3M
23 Bellevue Group AG 0.91% 1,200,000 $38.1M
24 Affinity Asset Advisors, LLC 0.82% 500,000 $15.9M
25 Mirador Capital Partners LP 0.80% 178,053 $5.6M
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 — 4 quarters in a row: For 4 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?

More buyers than sellers — 62% buying: Last quarter: 124 funds were net buyers (56 opened a brand new position + 68 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLDX holders?

Strong quality — 38% AUM from major funds: 44 of 221 holders rank in the top 100 by AUM, accounting for 38% 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 CLDX?

52% of holders stayed for 2+ years: 114 out of 221 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.

Is it too late to buy Celldex Therapeutics Inc New (CLDX) following the 2026 Q1 hedge fund 13F filings?

As of today, CLDX has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLV sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), CLDX has gained +2.0% vs +3.2% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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