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
↑ +2
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — IPO

Based on 57 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 84% of 3.0Y peak

84% of all-time peak
57 funds currently hold this stock — 84% 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 (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

26 buying25 selling
Last quarter: 26 funds bought or added vs 25 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 6 → 14 → 12. 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+) ■ 25% medium ■ 25% new
29 out of 57 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.
💰

Value +153% but shares only +71% — price-driven

Value
+153%
Shares
+71%
Last quarter: the total dollar value of institutional holdings rose +153%, but actual share count only changed +71%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~12 new funds/quarter

14 → 18 → 6 → 14 → 12 new funds/Q
New funds entering each quarter: 18 → 6 → 14 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 29% newcomers

■ 65% veterans ■ 6% 1-2yr ■ 29% new
Entry-cohort mix of 62 holders: 40 (65%) are 2+ year veterans, 4 entered 1–2 years ago, and 18 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
8 of 55 holders are among the 100 largest funds by AUM, controlling 46% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 Q2, 26 hedge funds were net buyers of IPO (12 opened a new position, 14 added to an existing one), while 25 reduced or exited (15 trimmed, 10 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in IPO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 57.

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

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 55 55 -
13F Shares 1M 699K 71.48%
Total Value $72M $28M 153.48%
New Positions 12 14 -2
Increased Positions 14 17 -3
Closed Positions 10 11 -1
Reduced Positions 13 12 +1
Total Calls 3 2 50.0%
Total Puts 4 0 100%
PUT/CALL Ratio 1.33 0.0 Bearish

Statistics: IPO

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 1.05% 20,468 $1.2M
2 Tradition Wealth Management, LLC 0.51% 139,827 $8.3M
3 Elm3 Financial Group, LLC 0.22% 5,526 $328K
4 Gerber, LLC 0.11% 4,010 $238K
5 Ntv Asset Management LLC 0.07% 11,886 $706K
6 Twin Peaks Wealth Advisors, LLC 0.07% 5,086 $302K
7 Key Client Fiduciary Advisors, LLC 0.07% 3,860 $229K
8 Hudson Value Partners, LLC 0.06% 3,910 $232K
9 Tempo Wealth, LLC 0.05% 5,431 $323K
10 Arax Advisory Partners 0.01% 33,938 $2.0M
11 StoneX Group Inc. 0.01% 5,152 $306K
12 Tower Research Capital LLC (TRC) 0.01% 8,154 $485K
13 SIMA Wealth Partners, LLC 0.01% 250 $15K
14 Kestra Private Wealth Services, LLC 0.01% 13,028 $774K
15 NFSG Corp 0.01% 1,000 $59K
16 Jefferies Financial Group Inc. 0.00% 10,164 $604K
17 NewEdge Wealth, LLC 0.00% 6,450 $383K
18 Cetera Investment Advisers 0.00% 66,728 $4.0M
19 Aventura Private Wealth, LLC 0.00% 180 $11K
20 Pension & Wealth Management Advisors, INC. 0.00% 122 $3K
21 MCF Advisors LLC 0.00% 1,003 $60K
22 Provenance Wealth Advisors, LLC 0.00% 325 $19K
23 LPL Financial LLC 0.00% 101,769 $6.0M
24 Ieq Capital, LLC 0.00% 4,948 $294K
25 Royal Bank of Canada 0.00% 136,597 $8.1M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 51% buying: Last quarter: 26 funds bought or added vs 25 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 — 46% AUM from top-100 funds: 8 of 55 holders are among the 100 largest funds by AUM, controlling 46% 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?

51% of holders stayed for 2+ years: 29 out of 57 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.

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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