Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HORIZON FDS (HBTA)

20 + Investors. Track Smart Money conviction in HBTA. 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
↓ -1
Streak
1Q ▼
Buyers last Q
29%

Smart Money Signals — HBTA

Based on 20 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HBTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
20 hedge funds hold HBTA 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 — +1900% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+1900% 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.
🔴

Heavy selling pressure — only 29% buying

6 buying15 selling
Last quarter: 15 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 9 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 70% entered in last year

5% conviction (2yr+) 25% medium 70% new
Only 1 funds (5%) 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.
📊

Peak discovery — momentum slowing

0 → 7 → 7 → 9 → 2 new funds/Q
New funds entering each quarter: 7 → 7 → 9 → 2. HBTA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 95% of holders entered in last year

5% veterans 0% 1-2yr 95% new
Of 20 current holders: 19 (95%) entered in the past year, only 1 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
6 of 20 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in HBTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 95% of its all-time high — near peak crowding. Selling pressure exceeds buying: only 29% of active funds buying. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Hedge Fund Ownership: HBTA

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

Market Analysis: HBTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HBTA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: HBTA
2026 Q1 Stats Unlock in 17 days 20 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 20 21 -4.76%
13F Shares 4M 4M -14.16%
Total Value $114M $127M -10.28%
New Positions 2 9 -7
Increased Positions 4 3 +1
Closed Positions 3 1 +2
Reduced Positions 12 8 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HBTA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

20 + investors

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

Top 6 institutional holders of HBTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CERTIOR FINANCIAL GROUP, LLC 0.40% 23,285 $624K
2 INTERACTIVE FINANCIAL ADVISORS, INC. 0.33% 18,945 $507K
3 Golden State Wealth Management, LLC 0.18% 59,883 $1.6M
4 Ascentis Independent Advisors 0.16% 80,807 $2.2M
5 Cambridge Investment Research Advisors, Inc. 0.04% 635,133 $17K
6 Envestnet Portfolio Solutions, Inc. 0.00% 19,699 $528K
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 — HORIZON FDS (HBTA)

What does the Smart Money Trend signal show for HBTA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HBTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HBTA?

Heavy selling pressure — only 29% buying: Last quarter: 15 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HBTA holders?

Elite ownership — 60% AUM from top-100 funds: 6 of 20 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in HBTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HBTA?

Mostly new holders — 70% entered in last year: Only 1 funds (5%) 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.

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.