Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Larimar Therapeutics Inc (LRMR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — LRMR

Based on 164 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 LRMR 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
164 hedge funds hold LRMR 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 — +39% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+39% 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.
🟡

Slight buying edge — 59% buying

104 buying73 selling
Last quarter: 104 funds bought or added vs 73 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 22 → 44 → 34. 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.
📌

Mixed — 39% long-term, 28% new

■ 39% conviction (2yr+) ■ 33% medium ■ 28% new
Of the 164 current holders: 64 (39%) held >2 years, 54 held 1–2 years, and 46 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +10%, value -25%

Value
-25%
Shares
+9%
Last quarter: funds added +10% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

33 → 33 → 22 → 44 → 34 new funds/Q
New funds entering each quarter: 33 → 22 → 44 → 34. A growing number of institutions are discovering LRMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 35% newcomers

■ 46% veterans ■ 19% 1-2yr ■ 35% new
Entry-cohort mix of 170 holders: 79 (46%) are 2+ year veterans, 32 entered 1–2 years ago, and 59 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
37 of 164 holders rank in the top 100 by AUM, accounting for 21% 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 — LRMR

In 2026 Q2, 104 hedge funds were net buyers of LRMR (34 opened a new position, 70 added to an existing one), while 73 reduced or exited (43 trimmed, 30 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 21% of total institutional value in LRMR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 164.

Hedge Fund Ownership: LRMR

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

Market Analysis: LRMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LRMR

-- --

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: LRMR
162 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 162 160 1.25%
13F Shares 97M 88M 9.51%
Total Value $296M $396M -25.4%
New Positions 34 44 -10
Increased Positions 68 56 +12
Closed Positions 32 19 +13
Reduced Positions 39 40 -1
Total Calls 3 5 -40.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: LRMR

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Financial Highlights

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Institutional Holders (2026 Q2)

162 + investors

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

QUARTER:
Top 25 LRMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Owl Capital Holdings LP 4.21% 9,163,157 $27.9M
2 Defilade Capital Management, L.P. 1.50% 3,670,135 $11.2M
3 DAFNA Capital Management LLC 1.17% 2,008,164 $6.1M
4 Deerfield Management Company, L.P. 1.13% 35,606,974 $108.6M
5 Gem Investment Advisors, LLC 0.60% 319,519 $975K
6 Sphera Funds Management LTD. 0.37% 926,004 $2.8M
7 Seven Fleet Capital Management LP 0.12% 230,921 $704K
8 EntryPoint Capital, LLC 0.07% 14,091 $102K
9 Rtw Investments, LP 0.07% 2,565,999 $7.8M
10 Velan Capital Investment Management LP 0.06% 33,000 $101K
11 Diadema Partners LP 0.06% 146,637 $447K
12 Driehaus Capital Management LLC 0.06% 3,163,423 $9.6M
13 ADAR1 Capital Management, LLC 0.04% 272,745 $832K
14 Hennion & Walsh Asset Management, Inc. 0.03% 396,726 $1.2M
15 Persistent Asset Partners Ltd 0.03% 37,374 $114K
16 Burkehill Global Management, LP 0.03% 300,000 $915K
17 SummitTX Capital, L.P. 0.03% 352,284 $1.1M
18 Next Level Private LLC 0.02% 41,700 $127K
19 Soleus Capital Management, L.P. 0.02% 188,102 $574K
20 Woodline Partners LP 0.01% 1,400,850 $4.3M
21 Pale Fire Capital SE 0.01% 43,000 $131K
22 Cherry Tree Wealth Management, LLC 0.01% 15,264 $47K
23 Quantbot Technologies LP 0.01% 68,771 $210K
24 Susquehanna Portfolio Strategies, LLC 0.01% 165,156 $504K
25 Cary Street Partners Financial LLC 0.01% 85,000 $259K
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 — Larimar Therapeutics Inc (LRMR)

What does the Smart Money Trend signal show for LRMR?

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

Slight buying edge — 59% buying: Last quarter: 104 funds bought or added vs 73 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 LRMR holders?

Strong quality — 21% AUM from major funds: 37 of 164 holders rank in the top 100 by AUM, accounting for 21% 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 LRMR?

Mixed — 39% long-term, 28% new: Of the 164 current holders: 64 (39%) held >2 years, 54 held 1–2 years, and 46 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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