Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hennessy Cap Invt Corp VII (HVIIR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
22%

Smart Money Signals — HVIIR

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HVIIR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
36 hedge funds hold HVIIR 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 — +57% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+57% 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.
🔴

Heavy selling pressure — only 22% buying

4 buying14 selling
Last quarter: 14 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 6 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

■ 3% conviction (2yr+) ■ 72% medium ■ 25% new
Only 1 funds (3%) 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.
⚠️

Saturation — most institutions already know this story

22 → 9 → 7 → 6 → 2 new funds/Q
New funds entering each quarter: 9 → 7 → 6 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 36 current holders: 35 (97%) entered in the past year, only 1 (3%) 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 — 10% AUM from top-100

10% from top-100 AUM funds
3 of 36 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — HVIIR

In 2026 Q1, 4 hedge funds were net buyers of HVIIR (2 opened a new position, 2 added to an existing one), while 14 reduced or exited (10 trimmed, 4 sold completely) — a 22% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: HVIIR

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

Market Analysis: HVIIR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HVIIR

-- --

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

Is It Too Late to Buy Hennessy Cap Invt Corp VII (HVIIR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HVIIR has moved relative to its sector benchmark (SPY) 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 · 89d ago
HVIIR
+31.2%
SPY
+12.4%

HVIIR outperformed SPY by +18.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
HVIIR
-16.9%
SPY
-1.1%

Since the filing became public, HVIIR outperformed SPY by -15.8% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: HVIIR
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 38 -5.26%
13F Shares 14M 16M -16.17%
Total Value $4M $5M -14.49%
New Positions 2 6 -4
Increased Positions 2 5 -3
Closed Positions 4 4 -
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HVIIR

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Financial Highlights

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Institutional Holders (2026 Q1)

36 + investors

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

QUARTER:
Top 25 HVIIR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gritstone Asset Management LLC 0.06% 197,900 $56K
2 Harraden Circle Investments, LLC 0.05% 825,362 $235K
3 Wealthspring Capital LLC 0.05% 683,740 $195K
4 T3 Companies, LLC 0.01% 19,700 $6K
5 Periscope Capital INC. 0.01% 221,173 $63K
6 TENOR CAPITAL MANAGEMENT Co., L.P. 0.01% 1,500,000 $428K
7 K2 Principal Fund, L.P. 0.01% 309,177 $87K
8 AQR Arbitrage LLC 0.01% 1,279,013 $365K
9 Rivernorth Capital Management, LLC 0.01% 399,487 $114K
10 Shaolin Capital Management LLC 0.00% 450,000 $128K
11 DLD Asset Management, LP 0.00% 156,484 $45K
12 Meteora Capital, LLC 0.00% 189,800 $54K
13 Berkley W R Corp 0.00% 248,550 $71K
14 Polar Asset Management Partners Inc. 0.00% 500,000 $142K
15 MYDA Advisors LLC 0.00% 60,000 $17K
16 Magnetar Financial LLC 0.00% 700,000 $200K
17 Moore Capital Management, LP 0.00% 300,000 $86K
18 Saba Capital Management, L.P. 0.00% 175,000 $45K
19 Context Capital Management, LLC 0.00% 187,500 $53K
20 Verition Fund Management LLC 0.00% 608,890 $174K
21 Whitebox Advisors LLC 0.00% 200,000 $57K
22 Healthcare of Ontario Pension Plan Trust Fund 0.00% 1,500,000 $428K
23 Readystate Asset Management LP 0.00% 48,331 $14K
24 Clear Street Group Inc. 0.00% 383,850 $109K
25 Picton Mahoney Asset Management 0.00% 200,000 $57K
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 Cap Invt Corp VII (HVIIR)

What does the Smart Money Trend signal show for HVIIR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HVIIR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HVIIR?

Heavy selling pressure — only 22% buying: Last quarter: 14 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HVIIR holders?

Smaller funds dominant — 10% AUM from top-100: 3 of 36 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HVIIR?

Mostly new holders — 25% entered in last year: Only 1 funds (3%) 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.

Is it too late to buy Hennessy Cap Invt Corp VII (HVIIR) following the 2026 Q1 hedge fund 13F filings?

As of today, HVIIR has moved -16.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of -15.8%. Since the quarter end (March 31, 2026), HVIIR has gained +31.2% vs +12.4% for SPY. 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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