Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Inflarx NV (IFRX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
47%

Smart Money Signals — IFRX

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
34 funds currently hold this stock — 81% of the 3.0-year high of 42 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

14 buying16 selling
Last quarter: 16 funds reduced or exited vs 14 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 7 → 13 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 26% medium ■ 26% new
16 out of 34 hedge funds have held IFRX 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.
➡️

Steady discovery — ~6 new funds/quarter

11 → 10 → 7 → 13 → 6 new funds/Q
New funds entering each quarter: 10 → 7 → 13 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 29% newcomers

■ 69% veterans ■ 3% 1-2yr ■ 29% new
Entry-cohort mix of 35 holders: 24 (69%) are 2+ year veterans, 1 entered 1–2 years ago, and 10 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
9 of 33 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — IFRX

In 2026 Q1, 14 hedge funds were net buyers of IFRX (6 opened a new position, 8 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 34.

Hedge Fund Ownership: IFRX

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

Market Analysis: IFRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IFRX

-- --

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

Is It Too Late to Buy Inflarx NV (IFRX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IFRX has moved relative to its sector benchmark (XLV) 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 · 83d ago
IFRX
+102.4%
XLV
+705.0%

IFRX outperformed XLV by -602.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
IFRX
-23.9%
XLV
+691.9%

Since the filing became public, IFRX outperformed XLV by -715.8% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: IFRX
33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 34 -2.94%
13F Shares 19M 19M -2.76%
Total Value $17M $20M -14.49%
New Positions 5 13 -8
Increased Positions 7 12 -5
Closed Positions 6 6 -
Reduced Positions 10 4 +6
Total Calls 2 1 100.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: IFRX

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Financial Highlights

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Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 IFRX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 T3 Companies, LLC 0.34% 291,014 $260K
2 Suvretta Capital Management, LLC 0.18% 7,933,910 $7.1M
3 683 Capital Management, LLC 0.15% 3,315,000 $3.0M
4 Eversept Partners, LP 0.08% 1,758,573 $1.6M
5 DCF Advisers, LLC 0.04% 158,500 $142K
6 ADAR1 Capital Management, LLC 0.01% 158,271 $142K
7 Axiom Investment Management LLC 0.01% 10,000 $9K
8 Pacifica Partners Inc. 0.00% 14,210 $13K
9 Insigneo Advisory Services, LLC 0.00% 60,250 $54K
10 XTX Topco Ltd 0.00% 88,908 $80K
11 Marshall Wace, LLP 0.00% 554,364 $493K
12 Kestra Advisory Services, LLC 0.00% 95,000 $85K
13 Squarepoint Ops LLC 0.00% 301,987 $270K
14 Engineers Gate Manager LP 0.00% 15,397 $14K
15 Concurrent Investment Advisors, LLC 0.00% 14,451 $13K
16 Two Sigma Investments, LP 0.00% 189,075 $169K
17 Bank of America Corp /de/ 0.00% 1,975,000 $1.8M
18 Raymond James Financial Inc 0.00% 395,803 $354K
19 Keating Financial Advisory Services, Inc. 0.00% 671 —
20 Integrated Wealth Concepts LLC 0.00% 10,000 $9K
21 Morgan Stanley 0.00% 1,175,576 $1.1M
22 Sanctuary Advisors, LLC 0.00% 11,000 $10K
23 Hrt Financial LP 0.00% 15,997 $14K
24 Commonwealth Equity Services, LLC 0.00% 10,800 $10K
25 Citadel Advisors LLC 0.00% 56,400 $50K
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 — Inflarx NV (IFRX)

What does the Smart Money Trend signal show for IFRX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IFRX?

More sellers than buyers — 47% buying: Last quarter: 16 funds reduced or exited vs 14 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 IFRX holders?

Smaller funds dominant — 18% AUM from top-100: 9 of 33 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IFRX?

47% of holders stayed for 2+ years: 16 out of 34 hedge funds have held IFRX 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.

Is it too late to buy Inflarx NV (IFRX) following the 2026 Q1 hedge fund 13F filings?

As of today, IFRX has moved -23.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +691.9% for the XLV sector ETF — an outperformance of -715.8%. Since the quarter end (March 31, 2026), IFRX has gained +102.4% vs +705.0% for XLV. 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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