Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HENNESSY CAP INVT CORP VII (HVIIR)

38 + 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
4Q ▲
Buyers last Q
41%

Smart Money Signals — HVIIR

Based on 38 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, 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
38 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 — +3700% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+3700% 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 — 41% buying

11 buying16 selling
Last quarter: 16 funds reduced or exited vs 11 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 9 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 3% conviction (2yr+) ■ 50% medium ■ 47% 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.
💎

Buying through price weakness — shares -2%, value -100%

Value
-99%
Shares
-1%
Last quarter: funds added -2% 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.
⚠️

Saturation — most institutions already know this story

0 → 22 → 9 → 7 → 6 new funds/Q
New funds entering each quarter: 22 → 9 → 7 → 6. 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 — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new
Of 38 current holders: 36 (95%) entered in the past year, only 2 (5%) 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 — 25% AUM from major funds

25% from top-100 AUM funds
6 of 38 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --
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
2026 Q1 Stats Unlock in 18 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 37 2.7%
13F Shares 16M 17M -1.94%
Total Value $5M $1.53B -99.7%
New Positions 6 8 -2
Increased Positions 6 3 +3
Closed Positions 4 1 +3
Reduced Positions 12 7 +5
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HVIIR

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
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
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

38 + investors

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

Top 25 institutional holders of HVIIR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GRITSTONE ASSET MANAGEMENT LLC 0.05% 197,900 $55K
2 Wealthspring Capital LLC 0.05% 687,290 $192K
3 Harraden Circle Investments, LLC 0.04% 825,362 $230K
4 K2 PRINCIPAL FUND, L.P. 0.01% 394,597 $110K
5 T3 Companies, LLC 0.01% 25,446 $7K
6 PERISCOPE CAPITAL INC. 0.01% 250,000 $70K
7 AQR Arbitrage LLC 0.01% 1,288,444 $359K
8 TENOR CAPITAL MANAGEMENT Co., L.P. 0.01% 1,500,000 $418K
9 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.01% 399,487 $111K
10 METEORA CAPITAL, LLC 0.00% 190,000 $53K
11 Aventail Capital Group, LP 0.00% 271,818 $76K
12 Shaolin Capital Management LLC 0.00% 450,000 $126K
13 BERKLEY W R CORP 0.00% 248,550 $69K
14 DLD Asset Management, LP 0.00% 156,484 $44K
15 LINDEN ADVISORS LP 0.00% 1,443,732 $397K
16 Sculptor Capital LP 0.00% 700,000 $195K
17 Magnetar Financial LLC 0.00% 700,000 $195K
18 Polar Asset Management Partners Inc. 0.00% 500,000 $140K
19 Saba Capital Management, L.P. 0.00% 175,000 $49K
20 Context Capital Management, LLC 0.00% 187,500 $52K
21 MOORE CAPITAL MANAGEMENT, LP 0.00% 300,000 $84K
22 WHITEBOX ADVISORS LLC 0.00% 200,000 $56K
23 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% 1,500,000 $418K
24 Verition Fund Management LLC 0.00% 608,490 $170K
25 READYSTATE ASSET MANAGEMENT LP 0.00% 48,331 $13K
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 — 4 quarters in a row: For 4 consecutive quarters, 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 — 41% buying: Last quarter: 16 funds reduced or exited vs 11 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?

Strong quality — 25% AUM from major funds: 6 of 38 holders rank in the top 100 by AUM, accounting for 25% 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 HVIIR?

Mostly new holders — 47% 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.

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.