Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hometrust Bancshares Inc (HTB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
6Q ▲
Buyers last Q
70%

Smart Money Signals — HTB

Based on 169 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added HTB 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
169 hedge funds hold HTB 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 — +40% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+40% 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.
🟢

More buyers than sellers — 70% buying

103 buying44 selling
Last quarter: 103 funds were net buyers (43 opened a brand new position + 60 added to an existing one). Only 44 were sellers (33 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new HTB position: 19 → 19 → 21 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 18% medium ■ 33% new
84 out of 169 hedge funds have held HTB 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.
💰

Price up while funds trimmed (+15% value, -0% shares)

Value
+15%
Shares
0%
Last quarter: total value of institutional HTB holdings rose +15% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

17 → 19 → 19 → 21 → 43 new funds/Q
New funds entering each quarter: 19 → 19 → 21 → 43. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 53% veterans vs 37% newcomers

■ 53% veterans ■ 10% 1-2yr ■ 37% new
Entry-cohort mix of 169 holders: 90 (53%) are 2+ year veterans, 17 entered 1–2 years ago, and 62 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
42 of 169 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in HTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — HTB

In 2026 Q2, 103 hedge funds were net buyers of HTB (43 opened a new position, 60 added to an existing one), while 44 reduced or exited (33 trimmed, 11 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in HTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 169.

Hedge Fund Ownership: HTB

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

Market Analysis: HTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTB

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: HTB
168 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 168 137 22.63%
13F Shares 10M 10M -0.52%
Total Value $495M $429M 15.32%
New Positions 43 21 +22
Increased Positions 59 37 +22
Closed Positions 12 15 -3
Reduced Positions 33 44 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTB

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

168 + investors

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

QUARTER:
Top 25 HTB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FJ Capital Management LLC 5.43% 839,115 $41.9M
2 Oppenheimer & Close, LLC 1.66% 52,708 $2.6M
3 Elizabeth Park Capital Advisors, Ltd. 1.40% 40,760 $2.0M
4 Salzhauer Michael 1.34% 78,725 $3.9M
5 Private Capital Management, LLC 1.09% 248,335 $12.4M
6 Round Hill Asset Management 0.75% 24,044 $1.2M
7 Daytona Street Capital LLC 0.60% 17,000 $825K
8 EJF Capital LP 0.57% 17,203 $858K
9 Flywheel Private Wealth LLC 0.54% 22,000 $1.1M
10 Polaris Capital Management, LLC 0.51% 107,700 $5.4M
11 Goepper Burkhardt LLC 0.38% 25,599 $1.3M
12 Park Capital Management, LLC / WI 0.35% 12,025 $600K
13 Anchyra Partners LLC 0.17% 13,882 $693K
14 Huber Capital Management LLC 0.13% 17,742 $885K
15 Bridgeway Capital Management, LLC 0.11% 124,651 $6.2M
16 Odyssean, LLC 0.11% 13,140 $656K
17 Able Wealth Management LLC 0.10% 9,170 $457K
18 CrossGen Wealth, LLC 0.08% 2,140 $107K
19 Empirical Asset Management, LLC 0.08% 7,299 $364K
20 Princeton Capital Management LLC 0.06% 5,500 $274K
21 Royce & Associates LP 0.06% 145,431 $7.3M
22 Tripletail Wealth Management, LLC 0.06% 1,010 $50K
23 Integrated Quantitative Investments LLC 0.06% 7,027 $351K
24 Harbor Advisors LLC 0.04% 6,995 $349K
25 Aire Advisors, LLC 0.04% 5,404 $270K
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 — Hometrust Bancshares Inc (HTB)

What does the Smart Money Trend signal show for HTB?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added HTB 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 HTB?

More buyers than sellers — 70% buying: Last quarter: 103 funds were net buyers (43 opened a brand new position + 60 added to an existing one). Only 44 were sellers (33 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HTB holders?

Elite ownership — 57% AUM from top-100 funds: 42 of 169 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in HTB. 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 HTB?

50% of holders stayed for 2+ years: 84 out of 169 hedge funds have held HTB 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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