Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Renaissance Cap Greenwich Fd (IPO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — IPO

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IPO 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.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
55 funds currently hold this stock — 81% of the 3.0-year high of 68 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IPO is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

32 buying22 selling
Last quarter: 32 funds bought or added vs 22 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new IPO position: 14 → 18 → 6 → 14. 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+) ■ 20% medium ■ 25% new
30 out of 55 hedge funds have held IPO 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.
📊

Peak discovery — momentum slowing

6 → 14 → 18 → 6 → 14 new funds/Q
New funds entering each quarter: 14 → 18 → 6 → 14. IPO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 56 holders: 35 (62%) are 2+ year veterans, 6 entered 1–2 years ago, and 15 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
10 of 54 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IPO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — IPO

In 2026 Q1, 32 hedge funds were net buyers of IPO (14 opened a new position, 18 added to an existing one), while 22 reduced or exited (11 trimmed, 11 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 41% of total institutional value in IPO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: IPO

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

Market Analysis: IPO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IPO

-- --

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

Is It Too Late to Buy Renaissance Cap Greenwich Fd (IPO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IPO has moved relative to its sector benchmark (SPY) 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 · 79d ago
IPO
+42.3%
SPY
+13.9%

IPO outperformed SPY by +28.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IPO
+17.3%
SPY
+0.2%

Since the filing became public, IPO outperformed SPY by +17.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IPO
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 52 5.77%
13F Shares 699K 813K -14.01%
Total Value $28M $37M -23.96%
New Positions 14 6 +8
Increased Positions 17 11 +6
Closed Positions 11 22 -11
Reduced Positions 12 17 -5
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: IPO

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 IPO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 0.95% 21,615 $905K
2 Tradition Wealth Management, LLC 0.41% 138,328 $5.8M
3 Ntv Asset Management LLC 0.06% 12,536 $525K
4 Twin Peaks Wealth Advisors, LLC 0.05% 5,086 $213K
5 U.S. Capital Wealth Advisors, LLC 0.05% 43,528 $1.8M
6 Tempo Wealth, LLC 0.04% 5,428 $227K
7 Merkkuri Wealth Advisors LLC 0.01% 302 $13K
8 SIMA Wealth Partners, LLC 0.01% 250 $10K
9 NFSG Corp 0.01% 1,000 $42K
10 Kestra Private Wealth Services, LLC 0.01% 12,895 $540K
11 Dogwood Wealth Management LLC 0.00% 244 $10K
12 Noble Wealth Management PBC 0.00% 200 $8K
13 Cetera Investment Advisers 0.00% 71,805 $3.0M
14 Jefferies Financial Group Inc. 0.00% 10,172 $426K
15 Aventura Private Wealth, LLC 0.00% 180 $8K
16 Tower Research Capital LLC (TRC) 0.00% 1,989 $83K
17 MCF Advisors LLC 0.00% 1,003 $42K
18 IFG Advisory, LLC 0.00% 15 —
19 Provenance Wealth Advisors, LLC 0.00% 325 $14K
20 Advisory Services Network, LLC 0.00% 2,152 $90K
21 LPL Financial LLC 0.00% 88,375 $3.7M
22 Ieq Capital, LLC 0.00% 4,948 $207K
23 Western Wealth Management, LLC 0.00% 572 $24K
24 Parallel Advisors, LLC 0.00% 996 $42K
25 Larson Financial Group LLC 0.00% 492 $21K
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 — Renaissance Cap Greenwich Fd (IPO)

What does the Smart Money Trend signal show for IPO?

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

Slight buying edge — 59% buying: Last quarter: 32 funds bought or added vs 22 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 IPO holders?

Elite ownership — 41% AUM from top-100 funds: 10 of 54 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IPO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IPO?

55% of holders stayed for 2+ years: 30 out of 55 hedge funds have held IPO 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 Renaissance Cap Greenwich Fd (IPO) following the 2026 Q1 hedge fund 13F filings?

As of today, IPO has moved +17.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +17.1%. Since the quarter end (March 31, 2026), IPO has gained +42.3% vs +13.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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