HVIIR Hedge Fund Ownership (Q2 2026)

Hennessy Cap Invt Corp VII (HVIIR)

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

Smart Money Signals — HVIIR

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added HVIIR 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

39 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 — +30% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+30% 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 sellers than buyers — 44% buying

8 buying10 selling

Last quarter: 10 funds reduced or exited vs 8 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.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 23% entered in last year

■ 3% conviction (2yr+) ■ 74% medium ■ 23% 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.

💰

Value +33% but shares only +4% — price-driven

Value

+33%

+3%

Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +4%. 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.

⚠️

Saturation — most institutions already know this story

9 → 7 → 6 → 2 → 5 new funds/Q

New funds entering each quarter: 7 → 6 → 2 → 5. 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.

📊

Mixed cohorts — 3% veterans, 54% new entrants

■ 3% veterans ■ 44% 1-2yr ■ 54% new

Of 39 current holders: 1 (3%) held 2+ years, 17 held 1–2 years, 21 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

2 of 39 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	39	36	8.33%
13F Shares	14M	14M	3.85%
Total Value	$5M	$4M	33.15%
New Positions	5	2	+3
Increased Positions	3	2	+1
Closed Positions	2	4	-2
Reduced Positions	8	10	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

8.33%

13F Shares

14M

3.85%

Total Value

$5M

$4M

33.15%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

39 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HVIIR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gritstone Asset Management LLC	0.07%	197,900	$77K
2	Wealthspring Capital LLC	0.06%	680,940	$265K
3	Harraden Circle Investments, LLC	0.04%	825,362	$321K
4	TENOR CAPITAL MANAGEMENT Co., L.P.	0.01%	1,500,000	$584K
5	Shaolin Capital Management LLC	0.01%	371,779	$145K
6	Periscope Capital INC.	0.01%	193,740	$75K
7	Meteora Capital, LLC	0.01%	189,800	$74K
8	K2 Principal Fund, L.P.	0.01%	211,027	$82K
9	Lineage Point Capital LP	0.01%	74,000	$29K
10	AQR Arbitrage LLC	0.01%	1,289,107	$413K
11	Rivernorth Capital Management, LLC	0.01%	399,487	$108K
12	DLD Asset Management, LP	0.00%	156,484	$61K
13	MYDA Advisors LLC	0.00%	60,000	$23K
14	Polar Asset Management Partners Inc.	0.00%	500,000	$194K
15	Magnetar Financial LLC	0.00%	700,000	$247K
16	Sculptor Capital LP	0.00%	700,000	$272K
17	Moore Capital Management, LP	0.00%	300,000	$117K
18	Robinson Capital Management, LLC	0.00%	12,000	$4K
19	Berkley W R Corp	0.00%	94,950	$34K
20	Saba Capital Management, L.P.	0.00%	175,000	$62K
21	Context Capital Management, LLC	0.00%	187,500	$73K
22	Verition Fund Management LLC	0.00%	600,985	$234K
23	Whitebox Advisors LLC	0.00%	200,000	$78K
24	Centiva Capital, LP	0.00%	200,000	$78K
25	Healthcare of Ontario Pension Plan Trust Fund	0.00%	1,500,000	$480K

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?

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

More sellers than buyers — 44% buying: Last quarter: 10 funds reduced or exited vs 8 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 HVIIR holders?

Smaller funds dominant — 9% AUM from top-100: 2 of 39 holders rank in the top 100 by AUM, but together hold only 9% 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 — 23% 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.

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.

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Hennessy Cap Invt Corp VII (HVIIR)

Smart Money Signals — HVIIR

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More sellers than buyers — 44% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 23% entered in last year

Value +33% but shares only +4% — price-driven

Saturation — most institutions already know this story

Mixed cohorts — 3% veterans, 54% new entrants

Smaller funds dominant — 9% AUM from top-100

Institutional Sentiment Summary — HVIIR

Hedge Fund Ownership: HVIIR

Market Analysis: HVIIR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HVIIR

Hedge Fund Positioning: HVIIR

Statistics: HVIIR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Hennessy Cap Invt Corp VII (HVIIR)

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