Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Enliven Therapeutics Inc (ELVN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — ELVN

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ELVN 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
167 hedge funds hold ELVN 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 — +39% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+39% 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 — 70% buying

123 buying53 selling
Last quarter: 123 funds were net buyers (60 opened a brand new position + 63 added to an existing one). Only 53 were sellers (35 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new ELVN position: 25 → 20 → 22 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 40% new

■ 29% conviction (2yr+) ■ 32% medium ■ 40% new
Of the 167 current holders: 48 (29%) held >2 years, 53 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+148% value, -2% shares)

Value
+147%
Shares
-1%
Last quarter: total value of institutional ELVN holdings rose +148% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

23 → 25 → 20 → 22 → 60 new funds/Q
New funds entering each quarter: 25 → 20 → 22 → 60. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 34% veterans, 43% new entrants

■ 34% veterans ■ 23% 1-2yr ■ 43% new
Of 176 current holders: 60 (34%) held 2+ years, 41 held 1–2 years, 75 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
43 of 164 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ELVN

In 2026 Q1, 123 hedge funds were net buyers of ELVN (60 opened a new position, 63 added to an existing one), while 53 reduced or exited (35 trimmed, 18 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in ELVN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 167.

Hedge Fund Ownership: ELVN

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

Market Analysis: ELVN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ELVN

-- --

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

Is It Too Late to Buy Enliven Therapeutics Inc (ELVN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ELVN 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 · 77d ago
ELVN
+8.1%
XLV
+4.3%

ELVN outperformed XLV by +3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
ELVN
+2.5%
XLV
+5.4%

Since the filing became public, ELVN outperformed XLV by -2.9% .

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.

17 top-rated funds 10 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: ELVN
167 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 167 125 33.6%
13F Shares 61M 62M -1.73%
Total Value $2.38B $960M 147.85%
New Positions 60 22 +38
Increased Positions 63 44 +19
Closed Positions 18 29 -11
Reduced Positions 33 44 -11
Total Calls 5 0 100%
Total Puts 6 2 200.0%
PUT/CALL Ratio 1.2 0.0 Neutral

Statistics: ELVN

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Financial Highlights

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Institutional Holders (2026 Q1)

167 + investors

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

QUARTER:
Top 25 ELVN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Commodore Capital LP 7.43% 3,275,000 $128.4M
2 Orbimed Advisors LLC 6.18% 7,959,538 $312.0M
3 Fairmount Funds Management LLC 5.25% 1,855,644 $72.7M
4 Jones Hill Capital LP 4.98% 593,040 $23.2M
5 Exome Asset Management LLC 4.46% 220,091 $8.6M
6 Novo Holdings A/S 4.07% 1,280,000 $50.2M
7 Avidity Partners Management LP 3.73% 400,000 $16.5M
8 Vestal Point Capital, LP 3.56% 3,250,000 $127.4M
9 Spruce Street Capital LP 3.10% 329,006 $12.9M
10 Stempoint Capital LP 2.77% 363,438 $14.2M
11 First Turn Management, LLC 2.73% 623,839 $24.5M
12 Venrock Adviser, LLC 2.53% 1,726,331 $67.7M
13 Capricorn Fund Managers Ltd 2.26% 369,400 $14.5M
14 Bellevue Group AG 2.17% 2,320,867 $91.0M
15 Seven Fleet Capital Management LP 2.04% 164,030 $6.4M
16 Rock Springs Capital Management LP 1.91% 826,500 $32.4M
17 Patient Square Capital LP 1.39% 200,000 $7.8M
18 Affinity Asset Advisors, LLC 1.19% 586,904 $23.0M
19 Seven Fleet Capital Management LP 1.19% 95,253 $3.7M
20 Logos Global Management LP 1.06% 540,000 $21.2M
21 Logos Global Management LP 0.98% 500,000 $19.6M
22 Sphera Funds Management LTD. 0.95% 153,265 $6.0M
23 Siren, L.L.C. 0.81% 746,226 $29.3M
24 HighVista Strategies LLC 0.79% 73,102 $2.9M
25 ADAR1 Capital Management, LLC 0.76% 329,540 $12.9M
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 — Enliven Therapeutics Inc (ELVN)

What does the Smart Money Trend signal show for ELVN?

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

More buyers than sellers — 70% buying: Last quarter: 123 funds were net buyers (60 opened a brand new position + 63 added to an existing one). Only 53 were sellers (35 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ELVN holders?

Strong quality — 27% AUM from major funds: 43 of 164 holders rank in the top 100 by AUM, accounting for 27% 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 ELVN?

Mixed — 29% long-term, 40% new: Of the 167 current holders: 48 (29%) held >2 years, 53 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, ELVN has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLV sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), ELVN has gained +8.1% vs +4.3% 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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