Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DARLING INGREDIENTS INC (DAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — DAR

Based on 448 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DAR 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 — 90% of 3.0Y peak

90% of all-time peak
448 funds currently hold this stock — 90% of the 3.0-year high of 497 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

227 buying244 selling
Last quarter: 244 funds reduced or exited vs 227 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new DAR position: 69 → 81 → 56 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 16% new
297 out of 448 hedge funds have held DAR 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 (+16% value, -4% shares)

Value
+16%
Shares
-3%
Last quarter: total value of institutional DAR holdings rose +16% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~83 new funds/quarter

63 → 69 → 81 → 56 → 83 new funds/Q
New funds entering each quarter: 69 → 81 → 56 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 472 current holders: 341 (72%) 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
42 of 448 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in DAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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: DAR

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

Market Analysis: DAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DAR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

66 top-rated funds 5 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: DAR
2026 Q1 Stats Unlock in 21 days 472 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 472 460 2.61%
13F Shares 174M 181M -3.75%
Total Value $6.26B $5.39B 16.1%
New Positions 84 56 +28
Increased Positions 172 185 -13
Closed Positions 70 84 -14
Reduced Positions 213 224 -11
Total Calls 17 25 -32.0%
Total Puts 12 14 -14.29%
PUT/CALL Ratio 0.71 0.56 Neutral

Statistics: DAR

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

472 + investors

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

Top 25 institutional holders of DAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Appian Way Asset Management LP 9.65% 1,744,864 $53.9M
2 Appian Way Asset Management LP 3.26% 590,000 $18.2M
3 Steadtrust LLC 2.33% 66,400 $4.1M
4 Trium Capital LLP 0.86% 19,753 $1.2M
5 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.80% 369,421 $22.8M
6 Red Door Wealth Management, LLC 0.77% 120,099 $7.4M
7 Leeward Investments, LLC - MA 0.62% 201,850 $12.5M
8 Harrington Investments, INC 0.48% 14,819 $917K
9 Raiffeisen Bank International AG 0.33% 381,480 $23.0M
10 PEREGRINE CAPITAL MANAGEMENT LLC 0.29% 127,347 $7.9M
11 FWG Holdings, LLC 0.23% 9,696 $619K
12 Vanguard Capital Wealth Advisors 0.22% 3,795 $235K
13 Handelsbanken Fonder AB 0.21% 1,002,423 $62K
14 Assenagon Asset Management S.A. 0.20% 2,091,960 $129.4M
15 VIKING FUND MANAGEMENT LLC 0.19% 30,000 $1.9M
16 Ninety One UK Ltd 0.17% 1,182,412 $73.1M
17 ABN AMRO Bank N.V. 0.16% 235,974 $14.7M
18 TOTH FINANCIAL ADVISORY CORP 0.14% 21,115 $1.3M
19 ALTFEST L J & CO INC 0.14% 21,577 $1.3M
20 Curated Wealth Partners LLC 0.14% 18,111 $1.1M
21 Y-Intercept (Hong Kong) Ltd 0.13% 111,410 $6.9M
22 ADIRONDACK TRUST CO 0.13% 6,100 $377K
23 Guinness Atkinson Asset Management Inc 0.11% 3,648 $226K
24 BEACON FINANCIAL GROUP 0.10% 29,269 $1.1M
25 Fortis Capital Advisors, LLC 0.10% 12,479 $772K
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 — DARLING INGREDIENTS INC (DAR)

What does the Smart Money Trend signal show for DAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DAR 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 DAR?

More sellers than buyers — 48% buying: Last quarter: 244 funds reduced or exited vs 227 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DAR holders?

Elite ownership — 41% AUM from top-100 funds: 42 of 448 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in DAR. 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 DAR?

66% of holders stayed for 2+ years: 297 out of 448 hedge funds have held DAR 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.