Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hometrust Bancshares Inc (HTB)

137 + 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
↑ +6
Streak
5Q ▲
Buyers last Q
50%

Smart Money Signals — HTB

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
137 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

58 buying59 selling
Last quarter: 58 funds bought or added vs 59 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 — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 19 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 23% new
79 out of 137 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.
📈

Growing discovery — still being found

20 → 17 → 19 → 19 → 21 new funds/Q
New funds entering each quarter: 17 → 19 → 19 → 21. A growing number of institutions are discovering HTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 137 holders: 82 (60%) are 2+ year veterans, 16 entered 1–2 years ago, and 39 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
37 of 137 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — HTB

In 2026 Q1, 58 hedge funds were net buyers of HTB (21 opened a new position, 37 added to an existing one), while 59 reduced or exited (44 trimmed, 15 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in HTB 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: 137.

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.

Is It Too Late to Buy Hometrust Bancshares Inc (HTB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HTB has moved relative to its sector benchmark (XLF) 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 · 80d ago
HTB
+11.7%
XLF
+9.5%

HTB outperformed XLF by +2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
HTB
+5.2%
XLF
+5.8%

Since the filing became public, HTB outperformed XLF by -0.6% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: HTB
137 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 137 131 4.58%
13F Shares 10M 10M -1.28%
Total Value $429M $449M -4.45%
New Positions 21 19 +2
Increased Positions 37 36 +1
Closed Positions 15 16 -1
Reduced Positions 44 51 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

137 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FJ Capital Management LLC 7.46% 1,554,425 $66.3M
2 Rosenthal | Henry Capital Advisors, Inc. 2.09% 50,047 $2.1M
3 EJF Capital LP 1.79% 59,500 $2.5M
4 Salzhauer Michael 1.58% 78,725 $3.4M
5 Oppenheimer & Close, LLC 1.42% 52,708 $2.2M
6 Elizabeth Park Capital Advisors, Ltd. 1.34% 40,760 $1.7M
7 Private Capital Management, LLC 1.04% 244,085 $10.4M
8 Mendon Capital Advisors Corp 0.77% 46,847 $2.0M
9 Round Hill Asset Management 0.67% 24,044 $1.0M
10 Daytona Street Capital LLC 0.57% 17,000 $739K
11 Flywheel Private Wealth LLC 0.53% 22,000 $938K
12 Goepper Burkhardt LLC 0.41% 28,599 $1.2M
13 Polaris Capital Management, LLC 0.37% 105,000 $4.5M
14 Huber Capital Management LLC 0.12% 17,742 $757K
15 Globeflex Capital L P 0.12% 17,870 $762K
16 Odyssean, LLC 0.11% 7,116 $303K
17 Bridgeway Capital Management, LLC 0.10% 118,825 $5.1M
18 CrossGen Wealth, LLC 0.08% 2,140 $91K
19 EntryPoint Capital, LLC 0.07% 5,344 $228K
20 Princeton Capital Management LLC 0.06% 5,500 $235K
21 Royce & Associates LP 0.06% 145,431 $6.2M
22 Tripletail Wealth Management, LLC 0.06% 1,010 $43K
23 Harbor Advisors LLC 0.04% 6,995 $298K
24 Curi Capital, LLC 0.04% 46,847 $2.0M
25 Renaissance Technologies LLC 0.03% 466,215 $19.9M
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 — 5 quarters in a row: For 5 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?

Slight buying edge — 50% buying: Last quarter: 58 funds bought or added vs 59 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 HTB holders?

Strong quality — 37% AUM from major funds: 37 of 137 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 HTB?

58% of holders stayed for 2+ years: 79 out of 137 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.

Is it too late to buy Hometrust Bancshares Inc (HTB) following the 2026 Q1 hedge fund 13F filings?

As of today, HTB has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), HTB has gained +11.7% vs +9.5% for XLF. 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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