Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fate Therapeutics Inc (FATE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — FATE

Based on 154 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FATE 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
154 funds currently hold this stock — 87% of the 3.0-year high of 178 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

82 buying51 selling
Last quarter: 82 funds were net buyers (28 opened a brand new position + 54 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 23 → 23 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 22% new
87 out of 154 hedge funds have held FATE 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.
💰

Value +20% but shares only +5% — price-driven

Value
+20%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~28 new funds/quarter

18 → 28 → 23 → 23 → 28 new funds/Q
New funds entering each quarter: 28 → 23 → 23 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 159 holders: 95 (60%) are 2+ year veterans, 22 entered 1–2 years ago, and 42 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
35 of 154 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — FATE

In 2026 Q1, 82 hedge funds were net buyers of FATE (28 opened a new position, 54 added to an existing one), while 51 reduced or exited (35 trimmed, 16 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in FATE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 154.

Hedge Fund Ownership: FATE

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

Market Analysis: FATE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FATE

-- --

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

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

Signal Freshness measures how much FATE 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
FATE
+58.3%
XLV
+4.3%

FATE outperformed XLV by +54.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FATE
+8.0%
XLV
+5.4%

Since the filing became public, FATE outperformed XLV by +2.6% .

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.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FATE
152 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 152 142 7.04%
13F Shares 76M 72M 5.05%
Total Value $85M $71M 20.17%
New Positions 26 23 +3
Increased Positions 52 31 +21
Closed Positions 16 19 -3
Reduced Positions 34 53 -19
Total Calls 3 1 200.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 2.0 Bullish

Statistics: FATE

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Valuation Measures Data as of: --

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Enterprise Value --
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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)

152 + investors

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

QUARTER:
Top 25 FATE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redmile Group, LLC 1.02% 12,872,946 $15.4M
2 Johnson & Johnson 0.62% 3,379,064 $4.1M
3 Bruce & Co., Inc. 0.27% 789,188 $947K
4 Monaco Asset Management SAM 0.18% 810,000 $972K
5 DAFNA Capital Management LLC 0.15% 550,000 $660K
6 Privium Fund Management B.V. 0.10% 414,311 $497K
7 Tang Capital Management LLC 0.07% 1,167,773 $1.4M
8 Irenic Capital Management LP 0.07% 878,055 $1.1M
9 Schulhoff & Co Inc 0.05% 100,000 $120K
10 Parametrica Management Ltd 0.03% 18,472 $22K
11 Fpc Investment Advisory, INC. 0.02% 26,456 $35K
12 Headlands Technologies LLC 0.02% 125,708 $151K
13 R Squared Ltd 0.01% 18,524 $22K
14 Abel Hall, LLC 0.01% 36,748 $44K
15 XTX Topco Ltd 0.01% 389,169 $467K
16 National Philanthropic Trust 0.01% 125,000 $410K
17 Caerus Investment Advisors, LLC 0.01% 14,569 $17K
18 Northern Lights Advisors, Inc. 0.01% 10,040 $10K
19 Leo Wealth, LLC 0.01% 70,439 $85K
20 Renaissance Technologies LLC 0.01% 2,974,683 $3.6M
21 Essential Partners LLC 0.00% 11,218 $13K
22 Bridgeway Capital Management, LLC 0.00% 185,000 $222K
23 Two Sigma Investments, LP 0.00% 3,466,786 $4.2M
24 Two Sigma Advisers, LP 0.00% 1,651,700 $1.6M
25 Westmount Partners, LLC 0.00% 10,098 $12K
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 — Fate Therapeutics Inc (FATE)

What does the Smart Money Trend signal show for FATE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FATE 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 FATE?

More buyers than sellers — 62% buying: Last quarter: 82 funds were net buyers (28 opened a brand new position + 54 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FATE holders?

Strong quality — 25% AUM from major funds: 35 of 154 holders rank in the top 100 by AUM, accounting for 25% 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 FATE?

56% of holders stayed for 2+ years: 87 out of 154 hedge funds have held FATE 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 Fate Therapeutics Inc (FATE) following the 2026 Q1 hedge fund 13F filings?

As of today, FATE has moved +8.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLV sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), FATE has gained +58.3% 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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