Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Esperion Therapeutics Inc Ne (ESPR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — ESPR

Based on 207 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ESPR 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
207 hedge funds hold ESPR 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 — +12% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

107 buying96 selling
Last quarter: 107 funds bought or added vs 96 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 — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 50 → 44 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 20% new
113 out of 207 hedge funds have held ESPR 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.
💎

Buying through price weakness — shares +16%, value -14%

Value
-13%
Shares
+16%
Last quarter: funds added +16% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

25 → 13 → 50 → 44 → 40 new funds/Q
New funds entering each quarter: 13 → 50 → 44 → 40. A growing number of institutions are discovering ESPR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 218 holders: 137 (63%) are 2+ year veterans, 34 entered 1–2 years ago, and 47 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
41 of 205 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — ESPR

In 2026 Q1, 107 hedge funds were net buyers of ESPR (40 opened a new position, 67 added to an existing one), while 96 reduced or exited (62 trimmed, 34 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in ESPR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 207.

Hedge Fund Ownership: ESPR

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

Market Analysis: ESPR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESPR

-- --

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

Is It Too Late to Buy Esperion Therapeutics Inc Ne (ESPR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ESPR 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 · 89d ago
ESPR
+15.7%
XLV
+9.2%

ESPR outperformed XLV by +6.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
ESPR
+1.6%
XLV
+10.3%

Since the filing became public, ESPR outperformed XLV by -8.7% .

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.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ESPR
206 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 206 201 2.49%
13F Shares 182M 157M 16.01%
Total Value $500M $578M -13.6%
New Positions 39 44 -5
Increased Positions 64 84 -20
Closed Positions 34 32 +2
Reduced Positions 61 34 +27
Total Calls 8 8 -
Total Puts 5 5 -
PUT/CALL Ratio 0.62 0.62 Bullish

Statistics: ESPR

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Valuation Measures Data as of: --

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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 Q1)

206 + investors

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

QUARTER:
Top 25 ESPR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Velan Capital Investment Management LP 2.95% 1,720,000 $4.7M
2 Privium Fund Management B.V. 1.88% 3,299,441 $9.0M
3 PenderFund Capital Management Ltd. 1.67% 3,891,926 $10.7M
4 AIGH Capital Management LLC 1.64% 4,400,000 $12.1M
5 Orbimed Advisors LLC 0.57% 10,570,300 $29.0M
6 Two Seas Capital LP 0.44% 11,394,833 $31.2M
7 Rhenman & Partners Asset Management AB 0.33% 985,000 $2.7M
8 Wasatch Advisors LP 0.29% 15,768,897 $43.2M
9 Summit Wealth Group, LLC 0.25% 405,369 $1.1M
10 Eversept Partners, LP 0.25% 1,735,963 $4.8M
11 Armistice Capital, LLC 0.19% 3,930,125 $10.8M
12 Virtus Investment Advisers, LLC 0.17% 219,293 $601K
13 Eleva Capital SAS 0.15% 183,047 $502K
14 Voleon Capital Management LP 0.11% 1,916,698 $5.3M
15 Act Capital Management, LLC 0.10% 47,500 $130K
16 Scientech Research LLC 0.08% 33,009 $90K
17 SLT Holdings LLC 0.07% 40,000 $110K
18 Diametric Capital, LP 0.07% 102,955 $282K
19 Royce & Associates LP 0.07% 2,626,995 $7.2M
20 Boomfish Wealth Group, LLC 0.07% 45,306 $124K
21 NJ State Employees Deferred Compensation Plan 0.06% 195,125 $517K
22 Burkehill Global Management, LP 0.05% 400,000 $1.1M
23 Excelsior Advisor Network LLC 0.05% 45,000 $123K
24 Round Rock Advisors LLC 0.04% 101,553 $278K
25 Eaton Financial Holdings Company, LLC 0.04% 46,595 $128K
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 — Esperion Therapeutics Inc Ne (ESPR)

What does the Smart Money Trend signal show for ESPR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ESPR 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 ESPR?

Slight buying edge — 53% buying: Last quarter: 107 funds bought or added vs 96 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 ESPR holders?

Strong quality — 24% AUM from major funds: 41 of 205 holders rank in the top 100 by AUM, accounting for 24% 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 ESPR?

55% of holders stayed for 2+ years: 113 out of 207 hedge funds have held ESPR 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.

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

As of today, ESPR has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +10.3% for the XLV sector ETF — an outperformance of -8.7%. Since the quarter end (March 31, 2026), ESPR has gained +15.7% vs +9.2% 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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