Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HUB GROUP INC (HUBG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — HUBG

Based on 269 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HUBG 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
269 hedge funds hold HUBG 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 — +7% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

141 buying147 selling
Last quarter: 147 funds reduced or exited vs 141 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new HUBG position: 38 → 45 → 34 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 18% medium 21% new
164 out of 269 hedge funds have held HUBG 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.
💰

Value +30% but shares only +3% — price-driven

Value
+30%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~53 new funds/quarter

32 → 38 → 45 → 34 → 53 new funds/Q
New funds entering each quarter: 38 → 45 → 34 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 13% 1-2yr 23% new
Of 271 current holders: 175 (65%) 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.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
41 of 269 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in HUBG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: HUBG

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

Market Analysis: HUBG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HUBG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

43 top-rated funds 1 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: HUBG
2026 Q1 Stats Unlock in 18 days 271 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 271 263 3.04%
13F Shares 61M 60M 2.9%
Total Value $2.66B $2.05B 30.03%
New Positions 53 34 +19
Increased Positions 88 105 -17
Closed Positions 46 34 +12
Reduced Positions 105 94 +11
Total Calls 1 0 100%
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: HUBG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

271 + investors

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

Top 25 institutional holders of HUBG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DEPRINCE RACE & ZOLLO INC 0.68% 999,050 $36.0M
2 River Road Asset Management, LLC 0.46% 1,115,218 $40.2M
3 Cardinal Capital Management 0.25% 54,288 $2.0M
4 Stephens Investment Management Group LLC 0.16% 326,507 $11.8M
5 Cherokee Insurance Co 0.11% 8,000 $288K
6 Baron Wealth Management LLC 0.06% 5,705 $206K
7 GREENWOOD CAPITAL ASSOCIATES LLC 0.05% 11,835 $427K
8 Inspire Investing, LLC 0.04% 14,308 $516K
9 Syntegra Private Wealth Group, LLC 0.02% 6,618 $239K
10 AlphaQuest LLC 0.02% 9,310 $397K
11 HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% 9,425 $340K
12 Louisiana State Employees Retirement System 0.02% 26,900
13 PRAXIS INVESTMENT MANAGEMENT INC 0.02% 6,960
14 Y-Intercept (Hong Kong) Ltd 0.01% 19,743 $712K
15 State of Alaska, Department of Revenue 0.01% 33,394 $1K
16 ADIRONDACK TRUST CO 0.01% 1,000 $36K
17 Versant Capital Management, Inc 0.01% 2,340 $84K
18 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 18,164 $655K
19 OP Asset Management Ltd 0.01% 16,718 $697K
20 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.01% 13,878 $500K
21 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 13,169 $475K
22 Police & Firemen's Retirement System of New Jersey 0.01% 16,551 $596K
23 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 55,413 $2K
24 Ethic Inc. 0.00% 7,093 $256K
25 FIFTH THIRD BANCORP 0.00% 54,534 $2.0M
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 — HUB GROUP INC (HUBG)

What does the Smart Money Trend signal show for HUBG?

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

More sellers than buyers — 49% buying: Last quarter: 147 funds reduced or exited vs 141 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HUBG holders?

Elite ownership — 57% AUM from top-100 funds: 41 of 269 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in HUBG. 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 HUBG?

61% of holders stayed for 2+ years: 164 out of 269 hedge funds have held HUBG 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.