Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HENNESSY CAPITAL INVST CORP (HCVI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
3Q ▼
Buyers last Q
40%

Smart Money Signals — HCVI

Based on 15 hedge funds · latest filing: 2025 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their HCVI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 34% of 3.0Y high

34% of all-time peak
Only 15 funds hold HCVI today versus a peak of 44 funds at 2023 Q2 — just 34% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 46% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold HCVI compared to a year ago (-46% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

4 buying6 selling
Last quarter: 6 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
💰

Price up while funds trimmed (+9% value, -19% shares)

Value
+8%
Shares
-18%
Last quarter: total value of institutional HCVI holdings rose +9% even though funds reduced share count by 19%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~3 new funds/quarter

12 → 3 → 3 → 5 → 3 new funds/Q
New funds entering each quarter: 3 → 3 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — 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.

Hedge Fund Ownership: HCVI

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

Market Analysis: HCVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HCVI

-- --
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
0.2
/ 10
conviction
Hedge Fund Positioning: HCVI
2026 Q1 Stats Unlock in 20 days 0 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 0 -
13F Shares 0 0 -
Total Value $0 $0 -
New Positions 0 0 -
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HCVI

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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)

0 + investors

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

Top 15 institutional holders of HCVI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas Merchant Capital LLC 14.17% 500,000 $5.64B
2 PERISCOPE CAPITAL INC. 0.46% 98,600 $1.07B
3 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.32% 555,000 $6.0M
4 Quarry LP 0.10% 43,654 $475K
5 Polar Asset Management Partners Inc. 0.08% 401,802 $3.5M
6 AQR Arbitrage LLC 0.07% 280,000 $3.0M
7 BERKLEY W R CORP 0.06% 101,700 $1.1M
8 Alberta Investment Management Corp 0.02% 320,000 $3.6M
9 FLOW TRADERS U.S. LLC 0.00% 10,515 $114K
10 DLD Asset Management, LP 0.00% 200,000 $41K
11 CLEAR STREET LLC 0.00% 15,491 $168.5M
12 JPMORGAN CHASE & CO 0.00% 86,046 $971K
13 UBS Group AG 0.00% 6,389 $70K
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% 10,704 $121K
15 MORGAN STANLEY 0.00% 5 —
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 — HENNESSY CAPITAL INVST CORP (HCVI)

What does the Smart Money Trend signal show for HCVI?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their HCVI 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 HCVI?

More sellers than buyers — 40% buying: Last quarter: 6 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

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.