Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Infusystem Hldgs Inc (INFU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — INFU

Based on 95 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their INFU 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 (98% of max)

98% of all-time peak
95 hedge funds hold INFU 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding INFU is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

58 buying42 selling
Last quarter: 58 funds bought or added vs 42 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.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 24 → 21 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 25% new
48 out of 95 hedge funds have held INFU 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 — ~19 new funds/quarter

18 → 23 → 24 → 21 → 19 new funds/Q
New funds entering each quarter: 23 → 24 → 21 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 8% 1-2yr ■ 28% new
Of 95 current holders: 60 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
24 of 95 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — INFU

In 2026 Q1, 58 hedge funds were net buyers of INFU (19 opened a new position, 39 added to an existing one), while 42 reduced or exited (21 trimmed, 21 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 25% of total institutional value in INFU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 95.

Hedge Fund Ownership: INFU

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

Market Analysis: INFU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INFU

-- --

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

Is It Too Late to Buy Infusystem Hldgs Inc (INFU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INFU 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 · 76d ago
INFU
-1.0%
XLV
+4.9%

INFU outperformed XLV by -5.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
INFU
+4.2%
XLV
+6.0%

Since the filing became public, INFU outperformed XLV by -1.8% .

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: INFU
95 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 95 97 -2.06%
13F Shares 14M 14M 2.05%
Total Value $123M $124M -1.06%
New Positions 19 21 -2
Increased Positions 39 36 +3
Closed Positions 21 20 +1
Reduced Positions 21 24 -3
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INFU

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

95 + investors

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

QUARTER:
Top 25 INFU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Minerva Advisors LLC 7.17% 1,204,105 $11.1M
2 Meros Investment Management, LP 1.88% 469,408 $4.3M
3 Teton Advisors, LLC 1.20% 185,000 $1.7M
4 Expect Equity LLC 0.72% 80,946 $747K
5 Truffle Hound Capital, LLC 0.55% 230,000 $2.1M
6 Punch & Associates Investment Management, INC. 0.45% 837,925 $7.7M
7 Essex Investment Management Co LLC 0.44% 299,332 $2.8M
8 White Pine Capital LLC 0.30% 115,611 $1.1M
9 Heartland Advisors Inc 0.24% 510,000 $4.7M
10 AWM Investment Company, Inc. 0.21% 201,077 $1.9M
11 Hillsdale Investment Management Inc. 0.11% 452,373 $4.2M
12 Globeflex Capital L P 0.11% 79,961 $738K
13 North Star Investment Management Corp. 0.10% 182,000 $1.7M
14 Clayton Partners LLC 0.08% 12,400 $114K
15 Legato Capital Management LLC 0.08% 93,768 $865K
16 Integrated Quantitative Investments LLC 0.07% 41,484 $383K
17 Mangrove Partners IM, LLC 0.06% 74,061 $684K
18 683 Capital Management, LLC 0.05% 100,465 $927K
19 Catalyst Funds Management Pty Ltd 0.05% 30,200 $279K
20 Carrera Capital Advisors 0.03% 20,238 $187K
21 Toth Financial Advisory Corp 0.03% 25,000 $231K
22 ARS Investment Partners, LLC 0.02% 48,815 $451K
23 Rothschild Wealth LLC 0.02% 21,800 $201K
24 Ancora Advisors LLC 0.02% 80,661 $745K
25 Bridgeway Capital Management, LLC 0.01% 67,900 $627K
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 — Infusystem Hldgs Inc (INFU)

What does the Smart Money Trend signal show for INFU?

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

Slight buying edge — 58% buying: Last quarter: 58 funds bought or added vs 42 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 INFU holders?

Strong quality — 25% AUM from major funds: 24 of 95 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 INFU?

51% of holders stayed for 2+ years: 48 out of 95 hedge funds have held INFU 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 Infusystem Hldgs Inc (INFU) following the 2026 Q1 hedge fund 13F filings?

As of today, INFU has moved +4.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -1.8%. Since the quarter end (March 31, 2026), INFU has gained -1.0% vs +4.9% 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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