Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Harrow Inc (HROW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — HROW

Based on 215 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HROW 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
215 hedge funds hold HROW 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 — +36% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+36% 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.
🟡

Slight buying edge — 50% buying

114 buying116 selling
Last quarter: 114 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 55 → 44 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 36% new

■ 39% conviction (2yr+) ■ 25% medium ■ 36% new
Of the 215 current holders: 84 (39%) held >2 years, 53 held 1–2 years, and 78 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -6%, value -33%

Value
-32%
Shares
-6%
Last quarter: funds added -6% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~45 new funds/quarter

26 → 27 → 55 → 44 → 45 new funds/Q
New funds entering each quarter: 27 → 55 → 44 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 38% newcomers

■ 46% veterans ■ 16% 1-2yr ■ 38% new
Entry-cohort mix of 222 holders: 103 (46%) are 2+ year veterans, 35 entered 1–2 years ago, and 84 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
42 of 213 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — HROW

In 2026 Q1, 114 hedge funds were net buyers of HROW (45 opened a new position, 69 added to an existing one), while 116 reduced or exited (77 trimmed, 39 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in HROW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 215.

Hedge Fund Ownership: HROW

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

Market Analysis: HROW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HROW

-- --

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

Is It Too Late to Buy Harrow Inc (HROW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HROW 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 · 78d ago
HROW
+18.9%
XLV
+2.8%

HROW outperformed XLV by +16.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HROW
+34.4%
XLV
+3.9%

Since the filing became public, HROW outperformed XLV by +30.5% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: HROW
214 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 214 209 2.39%
13F Shares 23M 24M -6.22%
Total Value $808M $1.20B -32.52%
New Positions 44 44 -
Increased Positions 63 67 -4
Closed Positions 39 29 +10
Reduced Positions 77 65 +12
Total Calls 6 8 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: HROW

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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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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

214 + investors

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

QUARTER:
Top 25 HROW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Opaleye Management Inc. 13.15% 2,832,230 $99.9M
2 Private Capital Management, LLC 5.48% 1,562,000 $55.1M
3 FirstWave Capital Management LLC 5.39% 143,923 $5.1M
4 Luxor Capital Group, LP 2.75% 1,119,400 $39.5M
5 Blackhawk Capital Partners, LLC 2.23% 172,332 $6.1M
6 Jefferson Bridge Capital, LLC 2.00% 57,168 $2.0M
7 Ikarian Capital, LLC 1.55% 543,047 $19.1M
8 Crawford Fund Management, LLC 1.31% 193,300 $6.8M
9 Penn Capital Management Company, LLC 1.12% 407,896 $14.4M
10 Lumbard & Kellner, LLC 1.08% 88,559 $3.1M
11 Patient Square Capital LP 1.03% 165,209 $5.8M
12 Diametric Capital, LP 1.01% 110,698 $3.9M
13 Westside Investment Management, Inc. 1.00% 185,926 $6.6M
14 12th Street Asset Management Company, LLC 0.97% 168,731 $5.9M
15 Rice Hall James & Associates, LLC 0.72% 368,177 $13.0M
16 Walleye Partners, LLC 0.58% 13,477 $475K
17 Ahara Advisors LLC 0.57% 12,901 $632K
18 Birchview Capital, LP 0.48% 24,000 $846K
19 T3 Companies, LLC 0.46% 10,000 $353K
20 Eddie Patel Inc 0.44% 16,291 $574K
21 Bard Associates Inc 0.36% 40,397 $1.4M
22 Woodmont Investment Counsel LLC 0.24% 110,559 $3.9M
23 LJI Wealth Management, LLC 0.22% 38,700 $1.4M
24 Tripletail Wealth Management, LLC 0.21% 4,330 $153K
25 VARCOV Co. 0.20% 14,837 $523K
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 — Harrow Inc (HROW)

What does the Smart Money Trend signal show for HROW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HROW 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 HROW?

Slight buying edge — 50% buying: Last quarter: 114 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HROW holders?

Strong quality — 24% AUM from major funds: 42 of 213 holders rank in the top 100 by AUM, accounting for 24% 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 HROW?

Mixed — 39% long-term, 36% new: Of the 215 current holders: 84 (39%) held >2 years, 53 held 1–2 years, and 78 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Harrow Inc (HROW) following the 2026 Q1 hedge fund 13F filings?

As of today, HROW has moved +34.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +30.5%. Since the quarter end (March 31, 2026), HROW has gained +18.9% vs +2.8% for XLV. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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