Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HEARTFLOW INC (HTFL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
70%

Smart Money Signals — HTFL

Based on 108 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HTFL 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
108 hedge funds hold HTFL 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 — +10700% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+10700% 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

85 buying37 selling
Last quarter: 85 funds were net buyers (48 opened a brand new position + 37 added to an existing one). Only 37 were sellers (11 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 85 → 48. 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.
🔄

Mostly new holders — 96% entered in last year

■ 2% conviction (2yr+) ■ 2% medium ■ 96% new
Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~48 new funds/quarter

0 → 0 → 0 → 85 → 48 new funds/Q
New funds entering each quarter: 0 → 0 → 85 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 94% of holders entered in last year

■ 6% veterans ■ 0% 1-2yr ■ 94% new
Of 108 current holders: 102 (94%) entered in the past year, only 6 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
27 of 108 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Hedge Fund Ownership: HTFL

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

Market Analysis: HTFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTFL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 3 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: HTFL
2026 Q1 Stats Unlock in 19 days 108 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 108 86 25.58%
13F Shares 52M 44M 18.12%
Total Value $1.50B $1.45B 3.42%
New Positions 48 86 -38
Increased Positions 37 0 +37
Closed Positions 26 0 +26
Reduced Positions 11 0 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTFL

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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

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

108 + investors

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

Top 25 institutional holders of HTFL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XXEC, Inc. 1.42% 278,681 $8.1M
2 Intellectus Partners, LLC 0.20% 41,159 $1.0M
3 TFC Financial Management, Inc. 0.17% 55,598 $1.4M
4 TrueMark Investments, LLC 0.13% 26,885 $654K
5 MAYPORT, LLC 0.05% 10,000 $243K
6 Quent Capital, LLC 0.03% 20,000 $487K
7 STALEY CAPITAL ADVISERS INC 0.01% 14,000 $341K
8 Avior Wealth Management, LLC 0.01% 12,549 $305K
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 133,991 $3.3M
10 Diversified Trust Co 0.01% 14,200 $345K
11 Perpetual Ltd 0.01% 15,741 $383K
12 HB Wealth Management, LLC 0.00% 25,214 $613K
13 FNY Investment Advisers, LLC 0.00% 260 —
14 Versant Capital Management, Inc 0.00% 1,053 $26K
15 Police & Firemen's Retirement System of New Jersey 0.00% 5,679 $138K
16 True Wealth Design, LLC 0.00% 151 $4K
17 STRS OHIO 0.00% 4,600 $112K
18 KLP KAPITALFORVALTNING AS 0.00% 4,500 $109K
19 GAMMA Investing LLC 0.00% 274 $7K
20 SG Americas Securities, LLC 0.00% 9,119 —
21 Sterling Capital Management LLC 0.00% 387 $9K
22 Nuveen, LLC 0.00% 23,239 $565K
23 Root Financial Partners, LLC 0.00% 106 $3K
24 NISA INVESTMENT ADVISORS, LLC 0.00% 938 $23K
25 Nemes Rush Group LLC 0.00% 27 —
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 — HEARTFLOW INC (HTFL)

What does the Smart Money Trend signal show for HTFL?

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

More buyers than sellers — 70% buying: Last quarter: 85 funds were net buyers (48 opened a brand new position + 37 added to an existing one). Only 37 were sellers (11 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HTFL holders?

Strong quality — 39% AUM from major funds: 27 of 108 holders rank in the top 100 by AUM, accounting for 39% 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 HTFL?

Mostly new holders — 96% entered in last year: Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.