Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kelly Svcs Inc (KELYA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — KELYA

Based on 160 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their KELYA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
160 funds currently hold this stock — 87% of the 3.0-year high of 184 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold KELYA compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

88 buying86 selling
Last quarter: 88 funds bought or added vs 86 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 — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 28 → 26 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
98 out of 160 hedge funds have held KELYA 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 — ~28 new funds/quarter

21 → 30 → 28 → 26 → 28 new funds/Q
New funds entering each quarter: 30 → 28 → 26 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 161 holders: 107 (66%) are 2+ year veterans, 15 entered 1–2 years ago, and 39 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
38 of 160 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — KELYA

In 2026 Q1, 88 hedge funds were net buyers of KELYA (28 opened a new position, 60 added to an existing one), while 86 reduced or exited (51 trimmed, 35 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 39% of total institutional value in KELYA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 160.

Hedge Fund Ownership: KELYA

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

Market Analysis: KELYA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KELYA

-- --

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

Is It Too Late to Buy Kelly Svcs Inc (KELYA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KELYA has moved relative to its sector benchmark (XLI) 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 · 82d ago
KELYA
+28.4%
XLI
+11.9%

KELYA outperformed XLI by +16.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
KELYA
+15.7%
XLI
+5.5%

Since the filing became public, KELYA outperformed XLI by +10.2% .

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.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: KELYA
159 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 159 167 -4.79%
13F Shares 24M 24M 0.34%
Total Value $206M $213M -3.2%
New Positions 27 26 +1
Increased Positions 60 62 -2
Closed Positions 35 38 -3
Reduced Positions 51 61 -10
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KELYA

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

159 + investors

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

QUARTER:
Top 25 KELYA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peapod Lane Capital LLC 1.24% 169,949 $1.5M
2 Jb Capital Partners LP 1.16% 758,760 $6.7M
3 Minerva Advisors LLC 1.14% 199,796 $1.8M
4 Pacific Ridge Capital Partners, LLC 1.05% 547,245 $4.8M
5 Raffles Associates LP 0.38% 50,000 $442K
6 Private Management Group Inc 0.38% 1,496,948 $13.2M
7 Daytona Street Capital LLC 0.19% 27,900 $246K
8 Prescott Group Capital Management, L.L.C. 0.16% 180,917 $1.6M
9 Buckhead Capital Management LLC 0.13% 38,900 $344K
10 Kennedy Capital Management LLC 0.13% 675,838 $6.0M
11 ADW Capital Management, LLC 0.10% 30,000 $266K
12 Dynamic Technology Lab Private Ltd 0.09% 62,485 $553K
13 Donald Smith & CO., INC. 0.07% 431,904 $3.8M
14 Bridgeway Capital Management, LLC 0.06% 336,029 $3.0M
15 Wittenberg Investment Management, INC. 0.05% 16,581 $147K
16 RBF Capital, LLC 0.05% 110,000 $974K
17 Mangrove Partners IM, LLC 0.04% 55,237 $489K
18 State of Wyoming 0.03% 28,530 $252K
19 Susquehanna Fundamental Investments, LLC 0.02% 70,544 $624K
20 AlphaQuest LLC 0.02% 38,272 $337K
21 Martingale Asset Management L P 0.02% 80,517 $713K
22 Operose Advisors LLC 0.02% 7,891 $70K
23 Jacobs Levy Equity Management, Inc 0.01% 397,107 $3.5M
24 Two Sigma Securities, LLC 0.01% 11,817 $105K
25 Bfsg, LLC 0.01% 12,105 $107K
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 — Kelly Svcs Inc (KELYA)

What does the Smart Money Trend signal show for KELYA?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their KELYA 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 KELYA?

Slight buying edge — 51% buying: Last quarter: 88 funds bought or added vs 86 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 KELYA holders?

Strong quality — 39% AUM from major funds: 38 of 160 holders rank in the top 100 by AUM, accounting for 39% 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 KELYA?

61% of holders stayed for 2+ years: 98 out of 160 hedge funds have held KELYA 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 Kelly Svcs Inc (KELYA) following the 2026 Q1 hedge fund 13F filings?

As of today, KELYA has moved +15.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +10.2%. Since the quarter end (March 31, 2026), KELYA has gained +28.4% vs +11.9% for XLI. 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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