Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ihs Holding Limited (IHS)

145 + 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
↑ +18
Streak
8Q ▲
Buyers last Q
55%

Smart Money Signals — IHS

Based on 146 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added IHS 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
146 hedge funds hold IHS 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 — +64% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+64% 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.
🟡

Slight buying edge — 55% buying

84 buying70 selling
Last quarter: 84 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new IHS position: 39 → 21 → 23 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 33% new
61 out of 146 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

27 → 39 → 21 → 23 → 47 new funds/Q
New funds entering each quarter: 39 → 21 → 23 → 47. 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 34% newcomers

■ 60% veterans ■ 6% 1-2yr ■ 34% new
Entry-cohort mix of 149 holders: 89 (60%) are 2+ year veterans, 9 entered 1–2 years ago, and 51 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
27 of 145 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — IHS

In 2026 Q1, 84 hedge funds were net buyers of IHS (47 opened a new position, 37 added to an existing one), while 70 reduced or exited (41 trimmed, 29 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in IHS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 146.

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

-- --

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

Is It Too Late to Buy Ihs Holding Limited (IHS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IHS has moved relative to its sector benchmark (XLRE) 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 · 77d ago
IHS
+0.4%
XLRE
+10.2%

IHS outperformed XLRE by -9.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IHS
+0.2%
XLRE
+4.1%

Since the filing became public, IHS outperformed XLRE by -3.9% .

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.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IHS
145 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 145 128 13.28%
13F Shares 159M 137M 15.81%
Total Value $1.29B $1.02B 26.22%
New Positions 46 23 +23
Increased Positions 36 41 -5
Closed Positions 29 15 +14
Reduced Positions 39 45 -6
Total Calls 2 4 -50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.25 Neutral

Statistics: IHS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

145 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wendel SE 100.00% 62,975,396 $518.3M
2 PSquared Asset Management AG 12.44% 4,343,787 $35.7M
3 Quaker Capital Investments, LLC 9.09% 4,517,006 $37.2M
4 Sand Grove Capital Management LLP 6.34% 3,422,706 $28.2M
5 Olympiad Research LP 2.34% 93,516 $770K
6 Morgan Creek Capital Management, LLC 0.84% 154,963 $1.3M
7 Hollow Brook Wealth Management LLC 0.69% 327,436 $2.7M
8 GABELLI & Co INVESTMENT ADVISERS, INC. 0.52% 424,283 $3.5M
9 Prelude Capital Management, LLC 0.40% 632,256 $5.2M
10 Korea Investment CORP 0.37% 21,666,802 $178.3M
11 Credit Industriel Et Commercial 0.29% 455,302 $3.7M
12 Yakira Capital Management, Inc. 0.26% 109,642 $902K
13 AQR Arbitrage LLC 0.19% 1,404,862 $11.6M
14 Hussman Strategic Advisors, INC. 0.19% 105,000 $864K
15 Sona Asset Management (us) LLC 0.16% 901,337 $7.4M
16 R Squared Ltd 0.15% 33,448 $275K
17 Inspire Investing, LLC 0.13% 197,628 $1.6M
18 Water Island Capital LLC 0.13% 137,615 $1.1M
19 nVerses Capital, LLC 0.11% 14,412 $119K
20 Quantbot Technologies LP 0.08% 225,629 $1.9M
21 Groupe la Francaise 0.07% 619,798 $5.1M
22 Verition Fund Management LLC 0.07% 1,246,026 $10.3M
23 Magnetar Financial LLC 0.06% 745,232 $6.1M
24 PDT Partners, LLC 0.06% 126,460 $1.0M
25 Wexford Capital LP 0.05% 44,620 $367K
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?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added IHS 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 IHS?

Slight buying edge — 55% buying: Last quarter: 84 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IHS holders?

Strong quality — 21% AUM from major funds: 27 of 145 holders rank in the top 100 by AUM, accounting for 21% 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?

42% of holders stayed for 2+ years: 61 out of 146 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.

Is it too late to buy Ihs Holding Limited (IHS) following the 2026 Q1 hedge fund 13F filings?

As of today, IHS has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.1% for the XLRE sector ETF — an outperformance of -3.9%. Since the quarter end (March 31, 2026), IHS has gained +0.4% vs +10.2% for XLRE. 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.

Full history →