Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eve Hldg Inc (EVEX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
8Q ▲
Buyers last Q
61%

Smart Money Signals — EVEX

Based on 140 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added EVEX 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
140 hedge funds hold EVEX 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 — +71% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+71% 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 — 61% buying

86 buying54 selling
Last quarter: 86 funds were net buyers (32 opened a brand new position + 54 added to an existing one). Only 54 were sellers (33 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 42 → 33 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

■ 22% conviction (2yr+) ■ 37% medium ■ 41% new
Only 31 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -1%, value -39%

Value
-39%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -39%. 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

18 → 17 → 42 → 33 → 32 new funds/Q
New funds entering each quarter: 17 → 42 → 33 → 32. A growing number of institutions are discovering EVEX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 46% new entrants

■ 30% veterans ■ 24% 1-2yr ■ 46% new
Of 143 current holders: 43 (30%) held 2+ years, 34 held 1–2 years, 66 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
35 of 138 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — EVEX

In 2026 Q1, 86 hedge funds were net buyers of EVEX (32 opened a new position, 54 added to an existing one), while 54 reduced or exited (33 trimmed, 21 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in EVEX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 140.

Hedge Fund Ownership: EVEX

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

Market Analysis: EVEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVEX

-- --

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

Is It Too Late to Buy Eve Hldg Inc (EVEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EVEX has moved relative to its sector benchmark (XLI) 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 · 79d ago
EVEX
+13.9%
XLI
+11.0%

EVEX outperformed XLI by +2.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EVEX
-5.5%
XLI
+4.8%

Since the filing became public, EVEX outperformed XLI by -10.3% .

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 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EVEX
139 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 139 129 7.75%
13F Shares 42M 42M -0.59%
Total Value $102M $167M -39.31%
New Positions 31 33 -2
Increased Positions 52 62 -10
Closed Positions 21 23 -2
Reduced Positions 32 22 +10
Total Calls 3 4 -25.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: EVEX

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Valuation Measures Data as of: --

Market Cap --
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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)

139 + investors

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

QUARTER:
Top 25 EVEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Airlines Holdings, Inc. 3.13% 2,653,861 $6.6M
2 Kapitalo Investimentos Ltda 0.51% 1,100,000 $2.7M
3 SPX Gestao de Recursos Ltda 0.47% 2,293,630 $5.7M
4 BW Gestao de Investimentos Ltda. 0.30% 3,686,140 $9.1M
5 Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 0.25% 125,832 $502K
6 Masters Capital Management LLC 0.16% 2,000,000 $5.0M
7 Optimize Financial Inc 0.15% 120,299 $298K
8 Pier 88 Investment Partners LLC 0.06% 103,000 $255K
9 Itau Unibanco Holding S.A. 0.04% 420,007 $1.7M
10 J. Derek Lewis & Associates Inc. 0.03% 32,000 $128K
11 Quantbot Technologies LP 0.02% 197,629 $490K
12 Aureus Asset Management, LLC 0.02% 120,500 $299K
13 Themes Management Co LLC 0.02% 12,005 $30K
14 R Squared Ltd 0.02% 12,197 $30K
15 Numerai GP LLC 0.02% 65,810 $163K
16 HITE Hedge Asset Management LLC 0.02% 114,513 $284K
17 Axq Capital, LP 0.01% 44,956 $111K
18 Jump Financial, LLC 0.01% 412,000 $1.0M
19 Pinnacle Associates Ltd 0.01% 278,017 $689K
20 Occudo Quantitative Strategies LP 0.01% 45,699 $132K
21 Polymer Capital Management (US) LLC 0.01% 27,906 $69K
22 Deltec Asset Management LLC 0.01% 13,500 $33K
23 Abel Hall, LLC 0.01% 10,341 $26K
24 Ellevest, Inc. 0.00% 10,736 $27K
25 Point72 Asset Management, L.P. 0.00% 958,923 $2.4M
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 — Eve Hldg Inc (EVEX)

What does the Smart Money Trend signal show for EVEX?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added EVEX 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 EVEX?

More buyers than sellers — 61% buying: Last quarter: 86 funds were net buyers (32 opened a brand new position + 54 added to an existing one). Only 54 were sellers (33 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVEX holders?

Strong quality — 28% AUM from major funds: 35 of 138 holders rank in the top 100 by AUM, accounting for 28% 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 EVEX?

Mostly new holders — 41% entered in last year: Only 31 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Eve Hldg Inc (EVEX) following the 2026 Q1 hedge fund 13F filings?

As of today, EVEX has moved -5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of -10.3%. Since the quarter end (March 31, 2026), EVEX has gained +13.9% vs +11.0% for XLI. 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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