Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Infusystem Hldgs Inc (INFU)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — INFU

Based on 102 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added INFU 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
102 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.
📶

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

fund count last 6Q
+11 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.
🟡

Slight buying edge — 54% buying

57 buying48 selling
Last quarter: 57 funds bought or added vs 48 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new INFU position: 25 → 21 → 19 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 25% new
56 out of 102 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 — ~30 new funds/quarter

23 → 25 → 21 → 19 → 30 new funds/Q
New funds entering each quarter: 25 → 21 → 19 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 102 holders: 62 (61%) are 2+ year veterans, 14 entered 1–2 years ago, and 26 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
30 of 102 holders rank in the top 100 by AUM, accounting for 36% 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 — INFU

In 2026 Q2, 57 hedge funds were net buyers of INFU (30 opened a new position, 27 added to an existing one), while 48 reduced or exited (25 trimmed, 23 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 36% of total institutional value in INFU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 102.

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 Q3 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 September 30, 2026 · 45d ago
INFU
+15.4%
XLV
+11.8%

INFU outperformed XLV by +3.6% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
INFU
+0.0%
XLV
+0.0%

Since the filing became public, INFU outperformed XLV by +0.0% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: INFU
2026 Q3 Stats Unlock in 5 days 101 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 101 95 6.32%
13F Shares 15M 14M 7.15%
Total Value $137M $123M 11.6%
New Positions 29 19 +10
Increased Positions 27 39 -12
Closed Positions 23 22 +1
Reduced Positions 25 21 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INFU

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 Q3)

101 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 INFU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Minerva Advisors LLC 11.14% 1,363,477 $17.6M
2 Teton Advisors, LLC 1.52% 180,000 $2.3M
3 White Pine Capital LLC 0.70% 226,946 $2.9M
4 Heartland Advisors Inc 0.43% 700,000 $9.0M
5 Cm Wealth Advisors LLC 0.15% 72,177 $930K
6 North Star Investment Management Corp. 0.13% 186,150 $2.4M
7 Diamond Hill Capital Management, LLC (Investment Advisor) 0.06% 453,587 $5.8M
8 Integrated Quantitative Investments LLC 0.06% 28,295 $365K
9 GK Wealth Management LLC 0.04% 5,450 $70K
10 Carrera Capital Advisors 0.04% 20,238 $261K
11 ARS Investment Partners, LLC 0.03% 56,601 $730K
12 WINTON GROUP Ltd 0.03% 62,426 $805K
13 Rothschild Wealth LLC 0.02% 21,741 $280K
14 Ritholtz Wealth Management 0.02% 84,295 $1.1M
15 First Eagle Investment Management, LLC 0.01% 628,000 $8.1M
16 Gabelli Funds LLC 0.01% 145,085 $1.9M
17 Hillsdale Investment Management Inc. 0.01% 33,000 $425K
18 Panagora Asset Management Inc 0.01% 231,155 $3.0M
19 Renaissance Technologies LLC 0.01% 496,909 $6.4M
20 Los Angeles Capital Management LLC 0.01% 184,069 $2.4M
21 Salem Investment Counselors Inc 0.01% 22,417 $289K
22 O'shaughnessy Asset Management, LLC 0.01% 119,878 $1.6M
23 American Century Companies Inc 0.01% 904,775 $11.7M
24 Connor, Clark & Lunn Investment Management Ltd. 0.00% 79,129 $1.0M
25 Meeder Asset Management Inc 0.00% 2,630 $34K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added INFU 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 INFU?

Slight buying edge — 54% buying: Last quarter: 57 funds bought or added vs 48 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 — 36% AUM from major funds: 30 of 102 holders rank in the top 100 by AUM, accounting for 36% 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?

55% of holders stayed for 2+ years: 56 out of 102 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 Q3 hedge fund 13F filings?

As of today, INFU has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), INFU has gained +15.4% vs +11.8% 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.

Full history →