Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Matthews Intl Fds (EMSF)

12 + Investors. Track Smart Money conviction in EMSF. 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
↑ +2
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — EMSF

Based on 12 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 EMSF 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
12 hedge funds hold EMSF right now — the highest count in 2.5 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 — +33% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+33% 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 — 67% buying

8 buying4 selling
Last quarter: 8 funds were net buyers (4 opened a brand new position + 4 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 33% new

25% conviction (2yr+) 42% medium 33% new
Of the 12 current holders: 3 (25%) held >2 years, 5 held 1–2 years, and 4 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.
➡️

Steady discovery — ~4 new funds/quarter

2 → 2 → 2 → 1 → 4 new funds/Q
New funds entering each quarter: 2 → 2 → 1 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 42% veterans vs 50% newcomers

42% veterans 8% 1-2yr 50% new
Entry-cohort mix of 12 holders: 5 (42%) are 2+ year veterans, 1 entered 1–2 years ago, and 6 (50%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
4 of 12 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — EMSF

In 2026 Q1, 8 hedge funds were net buyers of EMSF (4 opened a new position, 4 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 12.

Hedge Fund Ownership: EMSF

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

Market Analysis: EMSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMSF

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

Is It Too Late to Buy Matthews Intl Fds (EMSF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EMSF has moved relative to its sector benchmark (SPY) 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
EMSF
+33.2%
SPY
+15.9%

EMSF outperformed SPY by +17.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
EMSF
+3.2%
SPY
+2.0%

Since the filing became public, EMSF outperformed SPY by +1.2% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EMSF
12 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 12 10 20.0%
13F Shares 925K 748K 23.75%
Total Value $29M $21M 35.37%
New Positions 4 1 +3
Increased Positions 4 6 -2
Closed Positions 2 3 -1
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMSF

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

12 + investors

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

QUARTER:
Top 12 EMSF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Pacific Financial 2.41% 602,098 $18.7M
2 BSW Wealth Partners 0.22% 58,691 $1.8M
3 Rwa Wealth Partners, LLC 0.04% 111,410 $3.5M
4 PFG Investments, LLC 0.04% 25,168 $782K
5 Old Mission Capital LLC 0.01% 22,851 $710K
6 Dynamic Advisor Solutions LLC 0.01% 7,232 $225K
7 Addison Advisors LLC 0.00% 690 $21K
8 EP Wealth Advisors, LLC 0.00% 9,007 $280K
9 Citadel Advisors LLC 0.00% 47,256 $1.5M
10 Morgan Stanley 0.00% 30,665 $953K
11 Susquehanna International Group, LLP 0.00% 9,995 $311K
12 UBS Group AG 0.00% 30
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 — Matthews Intl Fds (EMSF)

What does the Smart Money Trend signal show for EMSF?

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

More buyers than sellers — 67% buying: Last quarter: 8 funds were net buyers (4 opened a brand new position + 4 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMSF holders?

Smaller funds dominant — 10% AUM from top-100: 4 of 12 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EMSF?

Mixed — 25% long-term, 33% new: Of the 12 current holders: 3 (25%) held >2 years, 5 held 1–2 years, and 4 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 Matthews Intl Fds (EMSF) following the 2026 Q1 hedge fund 13F filings?

As of today, EMSF has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), EMSF has gained +33.2% vs +15.9% for SPY. 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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