Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Information Svcs Group Inc (III)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — III

Based on 138 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 III positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
138 hedge funds hold III 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 — +25% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+25% 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 — 58% buying

78 buying57 selling
Last quarter: 78 funds bought or added vs 57 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 24 → 25 → 29 → 21. 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.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 22% new
71 out of 138 hedge funds have held III 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 — ~21 new funds/quarter

21 → 24 → 25 → 29 → 21 new funds/Q
New funds entering each quarter: 24 → 25 → 29 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 27% newcomers

■ 55% veterans ■ 18% 1-2yr ■ 27% new
Entry-cohort mix of 139 holders: 76 (55%) are 2+ year veterans, 25 entered 1–2 years ago, and 38 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
35 of 138 holders rank in the top 100 by AUM, accounting for 30% 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 — III

In 2026 Q2, 78 hedge funds were net buyers of III (21 opened a new position, 57 added to an existing one), while 57 reduced or exited (35 trimmed, 22 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 30% of total institutional value in III is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 138.

Hedge Fund Ownership: III

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

Market Analysis: III

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: III

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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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: III
138 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 138 139 -0.72%
13F Shares 33M 32M 1.92%
Total Value $135M $122M 10.44%
New Positions 21 29 -8
Increased Positions 57 42 +15
Closed Positions 22 29 -7
Reduced Positions 34 44 -10
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: III

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

138 + investors

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

QUARTER:
Top 25 III holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Private Capital Management, LLC 1.76% 4,874,068 $20.0M
2 Potomac Capital Management, Inc. 0.82% 291,800 $1.2M
3 Themes Management Co LLC 0.77% 281,303 $1.2M
4 Essex Investment Management Co LLC 0.44% 808,345 $3.3M
5 Jb Capital Partners LP 0.31% 487,641 $2.0M
6 Legato Capital Management LLC 0.13% 374,340 $1.5M
7 Unified Investment Management 0.11% 29,300 $120K
8 Williams & Novak Wealth Management, LLC 0.11% 39,996 $164K
9 Hillsdale Investment Management Inc. 0.09% 984,303 $4.0M
10 Integrated Quantitative Investments LLC 0.08% 114,403 $470K
11 Crawford Investment Counsel Inc 0.06% 904,453 $3.7M
12 Tripletail Wealth Management, LLC 0.06% 12,490 $51K
13 Crestwood Advisors Group, LLC 0.05% 819,090 $3.4M
14 Equitable Trust Co 0.05% 277,222 $1.1M
15 Everstar Asset Management, LLC 0.05% 23,465 $96K
16 Abel Hall, LLC 0.04% 52,151 $214K
17 North Star Investment Management Corp. 0.03% 128,883 $530K
18 GDS Wealth Management 0.03% 130,000 $534K
19 Cerity Partners LLC 0.02% 4,647,020 $19.1M
20 Relyea Zuckerberg Hanson LLC 0.02% 56,544 $232K
21 Baron Wealth Management LLC 0.02% 14,550 $60K
22 Seizert Capital Partners, LLC 0.01% 86,346 $355K
23 Ritholtz Wealth Management 0.01% 209,435 $861K
24 Rothschild Wealth LLC 0.01% 34,314 $141K
25 D'Orazio & Associates, Inc. 0.01% 22,517 $93K
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 — Information Svcs Group Inc (III)

What does the Smart Money Trend signal show for III?

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

Slight buying edge — 58% buying: Last quarter: 78 funds bought or added vs 57 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 III holders?

Strong quality — 30% AUM from major funds: 35 of 138 holders rank in the top 100 by AUM, accounting for 30% 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 III?

51% of holders stayed for 2+ years: 71 out of 138 hedge funds have held III 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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