Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hologic Inc (HOLX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -31
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — HOLX

Based on 700 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HOLX 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 (96% of max)

96% of all-time peak
700 hedge funds hold HOLX 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HOLX is almost the same as a year ago (+7 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

348 buying356 selling
Last quarter: 356 funds reduced or exited vs 348 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.
⚠️

Fewer new buyers each quarter (-44 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 110 → 109 → 137 → 93. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
435 out of 700 hedge funds have held HOLX 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 +402% but shares only +3% — price-driven

Value
+401%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +402%, but actual share count only changed +3%. 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 — ~93 new funds/quarter

113 → 110 → 109 → 137 → 93 new funds/Q
New funds entering each quarter: 110 → 109 → 137 → 93. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 25% newcomers

■ 67% veterans ■ 8% 1-2yr ■ 25% new
Entry-cohort mix of 721 holders: 484 (67%) are 2+ year veterans, 57 entered 1–2 years ago, and 180 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 88% AUM from top-100 funds

88% from top-100 AUM funds
58 of 700 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in HOLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — HOLX

In 2026 Q1, 348 hedge funds were net buyers of HOLX (93 opened a new position, 255 added to an existing one), while 356 reduced or exited (232 trimmed, 124 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 88% of total institutional value in HOLX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -31 funds (more exits than new entries). Total institutional holders: 700.

Hedge Fund Ownership: HOLX

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

Market Analysis: HOLX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HOLX

-- --

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

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 12 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: HOLX
692 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 692 731 -5.34%
13F Shares 215M 210M 2.41%
Total Value $77.45B $15.44B 401.64%
New Positions 91 137 -46
Increased Positions 250 217 +33
Closed Positions 130 130 -
Reduced Positions 224 263 -39
Total Calls 6 7 -14.29%
Total Puts 15 14 7.14%
PUT/CALL Ratio 2.5 2.0 Bearish

Statistics: HOLX

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Financial Highlights

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Institutional Holders (2026 Q1)

692 + investors

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

QUARTER:
Top 25 HOLX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Connor Alternative Investments LLC 20.19% 3,118,178 $235.7M
2 Equitec Proprietary Markets, LLC 18.46% 457,000 $34.5M
3 T3 Companies, LLC 14.69% 149,276 $11.3M
4 PSquared Asset Management AG 10.68% 405,920 $30.7M
5 Absolute Gestao de Investimentos Ltda. 10.40% 1,206,999 $91.2M
6 Taconic Capital Advisors LP 8.86% 268,535 $20.3M
7 Equitec Proprietary Markets, LLC 8.79% 217,567 $16.4M
8 Foursixthree Capital LP 8.73% 309,800 $23.4M
9 Foursixthree Capital LP 8.73% 309,800 $23.4M
10 Fifth Lane Capital, LP 8.68% 94,528 $7.1M
11 Nexpoint Asset Management, L.P. 7.82% 1,541,860 $116.5M
12 CIBRA Capital Ltd 7.62% 208,996 $15.8M
13 Hbk Investments L P 7.52% 9,800,000 $740.8M
14 Twin Securities, Inc. 6.57% 179,036 $13.5M
15 Trium Capital LLP 5.99% 112,548 $8.5M
16 Harvest Management LLC 5.98% 163,300 $12.3M
17 Decagon Asset Management LLP 5.38% 275,000 $20.8M
18 First Trust Capital Management L.P. 5.27% 1,327,989 $100.4M
19 Water Island Capital LLC 4.73% 560,045 $42.3M
20 TIG Advisors, LLC 4.67% 1,335,117 $100.9M
21 Bck Capital Management LP 4.61% 14,000 $1.1M
22 Yakira Capital Management, Inc. 4.39% 198,613 $15.0M
23 Kryger Capital LLC 4.39% 821,131 $62.1M
24 Kapitalo Investimentos Ltda 4.03% 283,575 $21.4M
25 Vazirani Asset Management LLC 3.48% 20,000 $1.5M
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 — Hologic Inc (HOLX)

What does the Smart Money Trend signal show for HOLX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HOLX 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 HOLX?

More sellers than buyers — 49% buying: Last quarter: 356 funds reduced or exited vs 348 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.

What is the fund quality score for HOLX holders?

Elite ownership — 88% AUM from top-100 funds: 58 of 700 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in HOLX. 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 HOLX?

62% of holders stayed for 2+ years: 435 out of 700 hedge funds have held HOLX 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.

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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