Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lantheus Hldgs Inc (LNTH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — LNTH

Based on 461 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 LNTH 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 — 89% of 3.0Y peak

89% of all-time peak
461 funds currently hold this stock — 89% of the 3.0-year high of 519 funds (reached 2025 Q1). 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 LNTH is almost the same as a year ago (-11 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

253 buying182 selling
Last quarter: 253 funds bought or added vs 182 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 (+28 vs last Q)

new funds entering per quarter
Funds opening a new LNTH position: 76 → 76 → 69 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 19% medium ■ 24% new
263 out of 461 hedge funds have held LNTH 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 +39% but shares only +8% — price-driven

Value
+39%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +8%. 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 — ~97 new funds/quarter

48 → 76 → 76 → 69 → 97 new funds/Q
New funds entering each quarter: 76 → 76 → 69 → 97. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 471 holders: 291 (62%) are 2+ year veterans, 74 entered 1–2 years ago, and 106 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
61 of 459 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in LNTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — LNTH

In 2026 Q2, 253 hedge funds were net buyers of LNTH (97 opened a new position, 156 added to an existing one), while 182 reduced or exited (143 trimmed, 39 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in LNTH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +58 funds (more new holders than closures). Total institutional holders: 461.

Hedge Fund Ownership: LNTH

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

Market Analysis: LNTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LNTH

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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.

19 top-rated funds 5 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: LNTH
454 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 454 403 12.66%
13F Shares 70M 73M -4.01%
Total Value $7.47B $5.42B 37.86%
New Positions 96 69 +27
Increased Positions 152 143 +9
Closed Positions 43 54 -11
Reduced Positions 139 131 +8
Total Calls 8 5 60.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.5 0.8 Bullish

Statistics: LNTH

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Financial Highlights

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Institutional Holders (2026 Q2)

454 + investors

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

QUARTER:
Top 25 LNTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sarissa Capital Management LP 10.41% 166,919 $18.5M
2 Brigade Capital Management, LP 6.83% 328,745 $36.5M
3 Summit Street Capital Management, LLC 6.24% 400,699 $44.5M
4 Polaris Capital Management, LLC 4.44% 424,500 $47.1M
5 Reinhart Partners, LLC. 4.05% 1,599,379 $177.4M
6 Private Capital Management, LLC 3.50% 358,224 $39.7M
7 Lion Point Capital, LP 2.92% 5,500 $610K
8 Expect Equity LLC 2.29% 32,073 $3.6M
9 1492 Capital Management LLC 2.14% 65,439 $7.3M
10 Defilade Capital Management, L.P. 1.97% 132,662 $14.7M
11 Carmignac Gestion 1.93% 1,340,100 $148.7M
12 Villanova Investment Management Co LLC 1.78% 16,899 $1.9M
13 PFM Health Sciences, LP 1.39% 146,403 $16.2M
14 Silverberg Bernstein Capital Management LLC 1.37% 32,179 $3.6M
15 Sidoxia Capital Management, LLC 1.26% 15,447 $1.7M
16 Portolan Capital Management, LLC 1.20% 288,691 $32.0M
17 Penn Capital Management Company, LLC 1.08% 153,877 $17.1M
18 Formula Growth Ltd 0.98% 25,131 $2.8M
19 Deerfield Management Company, L.P. 0.87% 752,999 $83.5M
20 Integral Health Asset Management, LLC 0.83% 190,000 $21.1M
21 Martin Capital Advisors, LLP 0.83% 14,268 $1.6M
22 SkyOak Wealth, LLC 0.81% 44,419 $4.9M
23 Stanley-Laman Group, Ltd. 0.77% 67,964 $7.5M
24 Portland Investment Counsel INC. 0.56% 18,000 $2.0M
25 S&T Bank/Pa 0.54% 16,264 $1.8M
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 — Lantheus Hldgs Inc (LNTH)

What does the Smart Money Trend signal show for LNTH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LNTH 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 LNTH?

Slight buying edge — 58% buying: Last quarter: 253 funds bought or added vs 182 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 LNTH holders?

Elite ownership — 57% AUM from top-100 funds: 61 of 459 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in LNTH. 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 LNTH?

57% of holders stayed for 2+ years: 263 out of 461 hedge funds have held LNTH 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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