Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HENNESSY CAPITAL INVESTMENT VII ORD (HVII)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — HVII

Based on 55 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HVII 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
55 hedge funds hold HVII 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 — +5400% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+5400% 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.
🟡

Slight buying edge — 50% buying

26 buying26 selling
Last quarter: 26 funds bought or added vs 26 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.
📈

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

new funds entering per quarter
Funds opening a new HVII position: 27 → 21 → 3 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 67% entered in last year

■ 4% conviction (2yr+) ■ 29% medium ■ 67% new
Only 2 funds (4%) 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.
💎

Buying through price weakness — shares +1%, value -100%

Value
-99%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

1 → 27 → 21 → 3 → 22 new funds/Q
New funds entering each quarter: 27 → 21 → 3 → 22. HVII is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 93% of holders entered in last year

■ 7% veterans ■ 0% 1-2yr ■ 93% new
Of 55 current holders: 51 (93%) entered in the past year, only 4 (7%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
12 of 55 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 — HVII

In 2025 Q4, 26 hedge funds were net buyers of HVII (22 opened a new position, 4 added to an existing one), while 26 reduced or exited (17 trimmed, 9 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: HVII

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

Market Analysis: HVII

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HVII

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: HVII
2026 Q1 Stats Unlock in 4 days 55 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 55 42 30.95%
13F Shares 18M 18M 1.05%
Total Value $187M $51.57B -99.64%
New Positions 22 3 +19
Increased Positions 4 5 -1
Closed Positions 9 7 +2
Reduced Positions 17 13 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HVII

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 institutional holders of HVII — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GRITSTONE ASSET MANAGEMENT LLC 2.19% 197,899 $2.0M
2 Verbena Value LP 2.07% 1,222,740 $12.7M
3 RiverPark Advisors, LLC 1.78% 475,322 $4.9M
4 Crossingbridge Advisors, LLC 1.76% 940,222 $9.7M
5 Cannon Global Investment Management, LLC 1.17% 58,000 $600K
6 Aventail Capital Group, LP 0.72% 1,452,081 $15.0M
7 JPMORGAN CHASE & CO 0.56% 1,661,835 $17.17B
8 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.56% 1,661,835 $17.2M
9 Wealthspring Capital LLC 0.41% 166,657 $1.7M
10 Radcliffe Capital Management, L.P. 0.41% 525,544 $5.4M
11 BERKLEY W R CORP 0.41% 728,659 $7.5M
12 TENOR CAPITAL MANAGEMENT Co., L.P. 0.24% 1,500,000 $15.5M
13 METEORA CAPITAL, LLC 0.23% 300,000 $3.1M
14 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.21% 399,024 $4.1M
15 AQR Arbitrage LLC 0.18% 1,053,469 $10.9M
16 HEIGHTS CAPITAL MANAGEMENT, INC 0.17% 60,000 $621K
17 GLAZER CAPITAL, LLC 0.15% 699,909 $7K
18 PERISCOPE CAPITAL INC. 0.14% 125,000 $1.3M
19 DLD Asset Management, LP 0.14% 146,667 $1.5M
20 Magnetar Financial LLC 0.07% 665,000 $6.9M
21 MIZUHO SECURITIES USA LLC 0.06% 263,595 $2.7M
22 MOORE CAPITAL MANAGEMENT, LP 0.06% 300,000 $3.1M
23 Shaolin Capital Management LLC 0.04% 100,000 $1.0M
24 K2 PRINCIPAL FUND, L.P. 0.03% 46,922 $486K
25 ARISTEIA CAPITAL, L.L.C. 0.03% 125,000 $1.3M
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 — HENNESSY CAPITAL INVESTMENT VII ORD (HVII)

What does the Smart Money Trend signal show for HVII?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HVII 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 HVII?

Slight buying edge — 50% buying: Last quarter: 26 funds bought or added vs 26 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 HVII holders?

Smaller funds dominant — 15% AUM from top-100: 12 of 55 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HVII?

Mostly new holders — 67% entered in last year: Only 2 funds (4%) 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.