Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ihs Holding Limited (IHS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — IHS

Based on 125 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 86% of 3.0Y peak

86% of all-time peak
125 funds currently hold this stock — 86% of the 3.0-year high of 146 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

60 buying83 selling
Last quarter: 83 funds reduced or exited vs 60 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 (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 23 → 47 → 16. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 25% medium ■ 30% new
56 out of 125 hedge funds have held IHS 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.
📈

Growing discovery — still being found

39 → 21 → 23 → 47 → 16 new funds/Q
New funds entering each quarter: 21 → 23 → 47 → 16. A growing number of institutions are discovering IHS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 32% newcomers

■ 60% veterans ■ 8% 1-2yr ■ 32% new
Entry-cohort mix of 126 holders: 76 (60%) are 2+ year veterans, 10 entered 1–2 years ago, and 40 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
29 of 124 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — IHS

In 2026 Q2, 60 hedge funds were net buyers of IHS (16 opened a new position, 44 added to an existing one), while 83 reduced or exited (46 trimmed, 37 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in IHS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 125.

Hedge Fund Ownership: IHS

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

Market Analysis: IHS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IHS

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IHS
123 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 146 -15.75%
13F Shares 159M 160M -0.32%
Total Value $1.29B $1.30B -0.48%
New Positions 16 47 -31
Increased Positions 41 36 +5
Closed Positions 38 29 +9
Reduced Positions 45 39 +6
Total Calls 1 2 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IHS

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Institutional Holders (2026 Q2)

123 + investors

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

QUARTER:
Top 25 IHS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wendel SE 100.00% 62,975,396 $518.9M
2 PSquared Asset Management AG 11.64% 4,321,436 $35.6M
3 Quaker Capital Investments, LLC 8.62% 3,824,422 $31.5M
4 Olympiad Research LP 1.56% 91,241 $752K
5 Morgan Creek Capital Management, LLC 0.86% 154,963 $1.3M
6 GABELLI & Co INVESTMENT ADVISERS, INC. 0.66% 553,933 $4.6M
7 Credit Industriel Et Commercial 0.36% 684,579 $5.6M
8 Korea Investment CORP 0.34% 21,666,802 $178.5M
9 Yakira Capital Management, Inc. 0.31% 133,842 $1.1M
10 AQR Arbitrage LLC 0.17% 1,486,799 $12.3M
11 Kintayl Capital LP 0.16% 48,632 $401K
12 Water Island Capital LLC 0.12% 150,235 $1.2M
13 EntryPoint Capital, LLC 0.11% 51,031 $163K
14 Alpine Global Management, LLC 0.10% 75,000 $618K
15 Comprehensive Money Management Services LLC 0.10% 18,684 $154K
16 Groupe la Francaise 0.09% 917,096 $7.6M
17 Prelude Capital Management, LLC 0.08% 125,941 $1.0M
18 FIL Ltd 0.06% 10,750,000 $88.6M
19 Magnetar Financial LLC 0.06% 761,602 $6.3M
20 OMERS ADMINISTRATION Corp 0.05% 1,110,350 $9.1M
21 Ariadne Wealth Management, LP 0.05% 13,283 $109K
22 PenderFund Capital Management Ltd. 0.05% 43,800 $361K
23 Drive Wealth Management, LLC 0.03% 22,871 $188K
24 BTG Pactual Asset Management US LLC 0.03% 62,361 $514K
25 Qube Research & Technologies Ltd 0.03% 4,107,732 $33.8M
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 — Ihs Holding Limited (IHS)

What does the Smart Money Trend signal show for IHS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IHS 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 IHS?

More sellers than buyers — 42% buying: Last quarter: 83 funds reduced or exited vs 60 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 IHS holders?

Strong quality — 29% AUM from major funds: 29 of 124 holders rank in the top 100 by AUM, accounting for 29% 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 IHS?

45% of holders stayed for 2+ years: 56 out of 125 hedge funds have held IHS 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.

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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