Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Emerald Holding Inc (EEX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — EEX

Based on 69 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EEX 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 — 90% of 3.0Y peak

90% of all-time peak
69 funds currently hold this stock — 90% of the 3.0-year high of 77 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold EEX compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

34 buying33 selling
Last quarter: 34 funds bought or added vs 33 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
40 out of 69 hedge funds have held EEX 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 — ~10 new funds/quarter

7 → 7 → 9 → 5 → 10 new funds/Q
New funds entering each quarter: 7 → 9 → 5 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 70 holders: 45 (64%) are 2+ year veterans, 8 entered 1–2 years ago, and 17 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
26 of 69 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — EEX

In 2026 Q1, 34 hedge funds were net buyers of EEX (10 opened a new position, 24 added to an existing one), while 33 reduced or exited (21 trimmed, 12 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 34% of total institutional value in EEX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 69.

Hedge Fund Ownership: EEX

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

Market Analysis: EEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EEX

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EEX
2026 Q2 Stats Unlock in 5 days 69 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 69 71 -2.82%
13F Shares 9M 9M -0.22%
Total Value $39M $38M 0.72%
New Positions 10 5 +5
Increased Positions 24 25 -1
Closed Positions 12 5 +7
Reduced Positions 21 25 -4
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EEX

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 Q2)

69 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lynx Capital Group Ltd /Adv 0.12% 27,000 $161K
2 Transmarket Holdings LP 0.10% 27,012 $136K
3 Credit Industriel Et Commercial 0.07% 217,600 $1.1M
4 Great Point Wealth Advisors, LLC 0.06% 67,966 $343K
5 Inspire Investing, LLC 0.03% 135,320 $682K
6 Abel Hall, LLC 0.03% 29,685 $150K
7 Oddo Bhf Asset Management Sas 0.01% 25,279 $127K
8 Hrt Financial LP 0.00% 204,527 $1.0M
9 Ritholtz Wealth Management 0.00% 23,752 $120K
10 Qube Research & Technologies Ltd 0.00% 252,386 $1.3M
11 Renaissance Technologies LLC 0.00% 131,063 $661K
12 O'shaughnessy Asset Management, LLC 0.00% 32,399 $163K
13 Tower Research Capital LLC (TRC) 0.00% 3,270 $16K
14 Police & Firemen's Retirement System of New Jersey 0.00% 6,880 $35K
15 Ameritas Investment Partners, Inc. 0.00% 1,289 $6K
16 Vanguard Fiduciary Trust Co 0.00% 90,686 $457K
17 BlackRock, Inc. 0.00% 1,100,607 $5.5M
18 TD Waterhouse Canada Inc. 0.00% 4,000 $20K
19 Rhumbline Advisers 0.00% 12,779 $64K
20 American Century Companies Inc 0.00% 19,443 $98K
21 UBS Group AG 0.00% 41,194 $208K
22 Deutsche Bank Ag\ 0.00% 14,079 $71K
23 Vanguard Portfolio Management LLC 0.00% 86,457 $436K
24 Russell Investments Group, Ltd. 0.00% 4,275 $22K
25 New York State Common Retirement Fund 0.00% 2,840 $14K
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 — Emerald Holding Inc (EEX)

What does the Smart Money Trend signal show for EEX?

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

Slight buying edge — 51% buying: Last quarter: 34 funds bought or added vs 33 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 EEX holders?

Strong quality — 34% AUM from major funds: 26 of 69 holders rank in the top 100 by AUM, accounting for 34% 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 EEX?

58% of holders stayed for 2+ years: 40 out of 69 hedge funds have held EEX 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.

Full history →