Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kiniksa Pharmaceuticals Intl (KNSA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
49%

Smart Money Signals — KNSA

Based on 228 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added KNSA 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
228 hedge funds hold KNSA 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

118 buying123 selling
Last quarter: 123 funds reduced or exited vs 118 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 46 → 41 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 6% conviction (2yr+) ■ 60% medium ■ 34% new
Only 14 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Price up while funds trimmed (+16% value, -10% shares)

Value
+16%
Shares
-9%
Last quarter: total value of institutional KNSA holdings rose +16% even though funds reduced share count by 10%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~42 new funds/quarter

40 → 47 → 46 → 41 → 42 new funds/Q
New funds entering each quarter: 47 → 46 → 41 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 5% veterans, 43% new entrants

■ 5% veterans ■ 52% 1-2yr ■ 43% new
Of 233 current holders: 12 (5%) held 2+ years, 120 held 1–2 years, 101 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
47 of 226 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in KNSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — KNSA

In 2026 Q1, 118 hedge funds were net buyers of KNSA (42 opened a new position, 76 added to an existing one), while 123 reduced or exited (88 trimmed, 35 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in KNSA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 228.

Hedge Fund Ownership: KNSA

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

Market Analysis: KNSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KNSA

-- --

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

Is It Too Late to Buy Kiniksa Pharmaceuticals Intl (KNSA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KNSA has moved relative to its sector benchmark (XLV) 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 · 81d ago
KNSA
nan%
XLV
+2.1%

KNSA outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
KNSA
nan%
XLV
+3.2%

Since the filing became public, KNSA outperformed XLV by nan% .

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.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: KNSA
227 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 227 221 2.71%
13F Shares 47M 52M -9.64%
Total Value $2.14B $1.84B 16.31%
New Positions 41 41 -
Increased Positions 74 79 -5
Closed Positions 35 21 +14
Reduced Positions 87 70 +17
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: KNSA

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

227 + investors

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

QUARTER:
Top 25 KNSA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spruce Street Capital LP 8.81% 761,063 $36.6M
2 Tang Capital Management LLC 5.53% 2,259,889 $108.8M
3 Rubric Capital Management LP 1.91% 3,750,000 $180.6M
4 Essex Investment Management Co LLC 1.90% 249,278 $12.0M
5 Rice Hall James & Associates, LLC 1.63% 608,416 $29.3M
6 Parkman Healthcare Partners LLC 1.29% 259,184 $12.5M
7 Penn Capital Management Company, LLC 1.13% 301,993 $14.6M
8 Quantessence Capital LLC 1.12% 4,761 $229K
9 Cannon Global Investment Management, LLC 1.03% 11,000 $530K
10 Soleus Capital Management, L.P. 1.02% 521,353 $25.1M
11 Baker BROS. Advisors LP 0.78% 2,826,246 $136.1M
12 Fieldview Capital Management, LLC 0.72% 51,072 $2.5M
13 Globeflex Capital L P 0.68% 93,396 $4.5M
14 Linden Thomas Advisory Services, LLC 0.56% 121,777 $5.9M
15 Mark Sheptoff Financial Planning, LLC 0.50% 16,500 $936K
16 Granahan Investment Management, LLC 0.49% 209,256 $10.1M
17 Oberweis Asset Management Inc/ 0.45% 318,634 $15.3M
18 Braidwell LP 0.44% 272,522 $13.1M
19 ArrowMark Colorado Holdings LLC 0.41% 316,956 $15.3M
20 Lisanti Capital Growth, LLC 0.38% 31,065 $1.5M
21 Peregrine Capital Management LLC 0.32% 181,360 $8.7M
22 Informed Momentum Co LLC 0.31% 56,494 $2.7M
23 Legato Capital Management LLC 0.31% 70,805 $3.4M
24 PSP Research LLC 0.31% 9,000 $433K
25 Castleark Management LLC 0.29% 181,512 $8.7M
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 — Kiniksa Pharmaceuticals Intl (KNSA)

What does the Smart Money Trend signal show for KNSA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added KNSA 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 KNSA?

More sellers than buyers — 49% buying: Last quarter: 123 funds reduced or exited vs 118 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KNSA holders?

Elite ownership — 41% AUM from top-100 funds: 47 of 226 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in KNSA. 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 KNSA?

Mostly new holders — 34% entered in last year: Only 14 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Kiniksa Pharmaceuticals Intl (KNSA) following the 2026 Q1 hedge fund 13F filings?

As of today, KNSA has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), KNSA has gained nan% vs +2.1% 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.

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