Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EMERGENT BIOSOLUTIONS INC (EBS)

184 + Investors. Track Smart Money conviction in EBS. 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
↑ +11
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — EBS

Based on 176 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EBS 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
176 hedge funds hold EBS 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

102 buying80 selling
Last quarter: 102 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 — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 39 → 37 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 17% medium 22% new
107 out of 176 hedge funds have held EBS 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 +51% but shares only +3% — price-driven

Value
+50%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +51%, but actual share count only changed +3%. 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 — ~39 new funds/quarter

36 → 34 → 39 → 37 → 39 new funds/Q
New funds entering each quarter: 34 → 39 → 37 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 5% 1-2yr 24% new
Of 184 current holders: 130 (71%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
32 of 176 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in EBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: EBS

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

Market Analysis: EBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EBS

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

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 0 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EBS
2026 Q1 Stats Unlock in 22 days 184 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 184 176 4.55%
13F Shares 44M 43M 2.71%
Total Value $543M $360M 50.59%
New Positions 39 37 +2
Increased Positions 74 74 -
Closed Positions 30 30 -
Reduced Positions 67 65 +2
Total Calls 5 8 -37.5%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.8 0.62 Neutral

Statistics: EBS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

184 + investors

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

Top 25 institutional holders of EBS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Values First Advisors, Inc. 1.33% 307,880 $2.6M
2 SILVER OAK SECURITIES, INCORPORATED 0.06% 106,700 $886K
3 JAMES INVESTMENT RESEARCH, INC. 0.06% 61,963 $514K
4 Baron Wealth Management LLC 0.04% 15,120 $125K
5 EVOLVE PRIVATE WEALTH, LLC 0.03% 65,754 $546K
6 One Wealth Advisors, LLC 0.02% 16,679 $138K
7 PROFUND ADVISORS LLC 0.01% 38,069 $316K
8 RITHOLTZ WEALTH MANAGEMENT 0.01% 65,268 $542K
9 E Fund Management Co., Ltd. 0.00% 10,710 $89K
10 Vise Technologies, Inc. 0.00% 10,582 $131K
11 Moisand Fitzgerald Tamayo, LLC 0.00% 1,136 $9K
12 TRUIST FINANCIAL CORP 0.00% 74,033 $614K
13 True Wealth Design, LLC 0.00% 311 $3K
14 Assenagon Asset Management S.A. 0.00% 56,455 $469K
15 BAYBAN 0.00% 56
16 SG Americas Securities, LLC 0.00% 42,394
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 18,579 $153K
18 Sterling Capital Management LLC 0.00% 1,739 $14K
19 Fortitude Family Office, LLC 0.00% 108
20 Farther Finance Advisors, LLC 0.00% 2,464 $21K
21 Physician Wealth Advisors, Inc. 0.00% 158 $1K
22 GAMMA Investing LLC 0.00% 423 $4K
23 Root Financial Partners, LLC 0.00% 274 $2K
24 MassMutual Private Wealth & Trust, FSB 0.00% 410 $3K
25 FINANCIAL CONSULATE, INC 0.00% 88
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 — EMERGENT BIOSOLUTIONS INC (EBS)

What does the Smart Money Trend signal show for EBS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EBS 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 EBS?

Slight buying edge — 56% buying: Last quarter: 102 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 EBS holders?

Elite ownership — 43% AUM from top-100 funds: 32 of 176 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in EBS. 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 EBS?

61% of holders stayed for 2+ years: 107 out of 176 hedge funds have held EBS 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.