Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Janus Henderson Group plc (JHG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — JHG

Based on 485 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JHG 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
485 hedge funds hold JHG 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 — +17% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

299 buying205 selling
Last quarter: 299 funds bought or added vs 205 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 (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 85 → 117 → 100. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 21% medium ■ 34% new
220 out of 485 hedge funds have held JHG 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.
🚀

Acceleration phase — new buyers rushing in

64 → 52 → 85 → 117 → 100 new funds/Q
New funds entering each quarter: 52 → 85 → 117 → 100. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 52% veterans vs 37% newcomers

■ 52% veterans ■ 11% 1-2yr ■ 37% new
Entry-cohort mix of 495 holders: 258 (52%) are 2+ year veterans, 55 entered 1–2 years ago, and 182 (37%) 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
56 of 484 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — JHG

In 2026 Q1, 299 hedge funds were net buyers of JHG (100 opened a new position, 199 added to an existing one), while 205 reduced or exited (126 trimmed, 79 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in JHG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 485.

Hedge Fund Ownership: JHG

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

Market Analysis: JHG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHG

-- --

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

Is It Too Late to Buy Janus Henderson Group plc (JHG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JHG has moved relative to its sector benchmark (XLF) 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 · 78d ago
JHG
+0.9%
XLF
+1220.3%

JHG outperformed XLF by -1219.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JHG
+0.2%
XLF
+4.8%

Since the filing became public, JHG outperformed XLF by -4.6% .

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.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: JHG
479 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 479 464 3.23%
13F Shares 140M 140M 0.17%
Total Value $7.06B $6.62B 6.69%
New Positions 96 117 -21
Increased Positions 198 158 +40
Closed Positions 81 64 +17
Reduced Positions 121 142 -21
Total Calls 5 3 66.67%
Total Puts 6 1 500.0%
PUT/CALL Ratio 1.2 0.33 Neutral

Statistics: JHG

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 Q1)

479 + investors

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

QUARTER:
Top 25 JHG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trian Fund Management, L.P. 42.41% 31,867,800 $1.64B
2 Harvest Management LLC 7.71% 310,000 $15.9M
3 Chicago Capital Management, LLC 6.81% 213,000 $8.2M
4 Versor Investments LP 6.58% 52,286 $2.7M
5 Water Island Capital LLC 5.29% 922,277 $47.4M
6 Value Investment Professionals, LLC 4.62% 81,328 $4.1M
7 TIG Advisors, LLC 4.53% 1,906,107 $97.9M
8 P Schoenfeld Asset Management LP 4.36% 156,300 $8.0M
9 Bck Capital Management LP 3.84% 17,170 $882K
10 Hbk Investments L P 2.21% 4,230,723 $217.3M
11 Alpine Associates Management INC. 1.79% 590,576 $30.3M
12 Governors Lane LP 1.75% 532,530 $27.4M
13 GABELLI & Co INVESTMENT ADVISERS, INC. 1.69% 221,450 $11.4M
14 L2 Asset Management, LLC 1.38% 289,902 $14.5M
15 AQR Arbitrage LLC 1.22% 1,440,631 $74.0M
16 Yakira Capital Management, Inc. 1.17% 78,000 $4.0M
17 JCP Investment Management, LLC 0.96% 28,000 $1.4M
18 Quinn Opportunity Partners LLC 0.83% 311,367 $16.0M
19 Alpine Global Management, LLC 0.81% 105,487 $5.4M
20 JMN Financial LLC 0.69% 13,745 $706K
21 Monument Capital Management 0.67% 52,122 $2.7M
22 Absolute Gestao de Investimentos Ltda. 0.54% 92,718 $4.8M
23 Westchester Capital Management, LLC 0.54% 230,719 $11.9M
24 Susquehanna Fundamental Investments, LLC 0.52% 271,335 $13.9M
25 Credit Industriel Et Commercial 0.47% 116,300 $6.0M
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 — Janus Henderson Group plc (JHG)

What does the Smart Money Trend signal show for JHG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JHG 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 JHG?

Slight buying edge — 59% buying: Last quarter: 299 funds bought or added vs 205 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 JHG holders?

Strong quality — 30% AUM from major funds: 56 of 484 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 JHG?

45% of holders stayed for 2+ years: 220 out of 485 hedge funds have held JHG 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 Janus Henderson Group plc (JHG) following the 2026 Q1 hedge fund 13F filings?

As of today, JHG has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.6%. Since the quarter end (March 31, 2026), JHG has gained +0.9% vs +1220.3% for XLF. 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 →