Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schein Henry Inc (HSIC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — HSIC

Based on 553 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HSIC 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
553 hedge funds hold HSIC 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 HSIC is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

256 buying256 selling
Last quarter: 256 funds bought or added vs 256 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 70 → 67 → 83 → 73. 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.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
383 out of 553 hedge funds have held HSIC 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.
📈

Growing discovery — still being found

99 → 70 → 67 → 83 → 73 new funds/Q
New funds entering each quarter: 70 → 67 → 83 → 73. A growing number of institutions are discovering HSIC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 562 current holders: 403 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
56 of 553 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — HSIC

In 2026 Q1, 256 hedge funds were net buyers of HSIC (73 opened a new position, 183 added to an existing one), while 256 reduced or exited (196 trimmed, 60 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 37% of total institutional value in HSIC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 553.

Hedge Fund Ownership: HSIC

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

Market Analysis: HSIC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HSIC

-- --

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

Is It Too Late to Buy Schein Henry Inc (HSIC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HSIC 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 · 75d ago
HSIC
+10.2%
XLV
+4.9%

HSIC outperformed XLV by +5.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
HSIC
+11.7%
XLV
+6.0%

Since the filing became public, HSIC outperformed XLV by +5.7% .

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 ?
Broad Consensus, Selective Conviction

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

40 top-rated funds 5 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: HSIC
549 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 549 540 1.67%
13F Shares 116M 123M -5.96%
Total Value $8.34B $9.31B -10.41%
New Positions 71 83 -12
Increased Positions 174 145 +29
Closed Positions 62 77 -15
Reduced Positions 195 228 -33
Total Calls 8 14 -42.86%
Total Puts 3 7 -57.14%
PUT/CALL Ratio 0.38 0.5 Bullish

Statistics: HSIC

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Financial Highlights

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Institutional Holders (2026 Q1)

549 + investors

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

QUARTER:
Top 25 HSIC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kohlberg Kravis Roberts & Co. L.P. 21.58% 15,652,032 $1.15B
2 Ananym Capital Management, LP 18.97% 674,883 $49.7M
3 P2 Capital Partners, LLC 10.51% 299,486 $22.1M
4 Palestra Capital Management LLC 9.81% 3,412,667 $251.5M
5 M.D. Sass, LLC 7.11% 1,273,316 $93.8M
6 Defilade Capital Management, L.P. 6.46% 624,037 $46.0M
7 Ulysses Management LLC 5.97% 649,858 $47.9M
8 Southpoint Capital Advisors LP 4.85% 3,200,000 $235.8M
9 Lone Peak Global Investors LLC 4.63% 377,411 $27.8M
10 Banyan Capital Management, INC. 3.14% 98,882 $7.3M
11 Clarkston Capital Partners, LLC 2.72% 484,174 $35.7M
12 Ulysses Management LLC 2.34% 254,900 $18.8M
13 Dilation Capital Management LP 2.21% 59,841 $4.4M
14 Leith Wheeler Investment Counsel Ltd. 2.16% 355,314 $26.2M
15 HFR Wealth Management, LLC 2.08% 115,128 $8.5M
16 Zuckerman Investment Group, LLC 1.99% 288,558 $21.3M
17 Nuance Investments, LLC 1.99% 193,856 $14.3M
18 Snyder Capital Management L P 1.81% 1,268,809 $93.5M
19 Fiduciary Management Inc /Wi/ 1.79% 1,954,083 $144.0M
20 Lyrical Asset Management LP 1.74% 1,544,442 $113.8M
21 James J. Burns & Company, LLC 1.54% 153,777 $11.3M
22 Staley Capital Advisers Inc 1.41% 450,740 $33.2M
23 DME Capital Management, LP 1.38% 599,300 $44.2M
24 Foyston, Gordon & Payne Inc 1.26% 73,934 $5.4M
25 Lakewood Capital Management, LP 1.22% 262,000 $19.3M
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 — Schein Henry Inc (HSIC)

What does the Smart Money Trend signal show for HSIC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HSIC 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 HSIC?

Slight buying edge — 50% buying: Last quarter: 256 funds bought or added vs 256 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 HSIC holders?

Strong quality — 37% AUM from major funds: 56 of 553 holders rank in the top 100 by AUM, accounting for 37% 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 HSIC?

69% of holders stayed for 2+ years: 383 out of 553 hedge funds have held HSIC 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 Schein Henry Inc (HSIC) following the 2026 Q1 hedge fund 13F filings?

As of today, HSIC has moved +11.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +5.7%. Since the quarter end (March 31, 2026), HSIC has gained +10.2% vs +4.9% 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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