Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Manchester Utd plc New (MANU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — MANU

Based on 116 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added MANU 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 (97% of max)

97% of all-time peak
116 hedge funds hold MANU 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 — +18% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

63 buying46 selling
Last quarter: 63 funds bought or added vs 46 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 — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 20 → 19 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 28% medium ■ 14% new
68 out of 116 hedge funds have held MANU 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 — ~19 new funds/quarter

16 → 24 → 20 → 19 → 19 new funds/Q
New funds entering each quarter: 24 → 20 → 19 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 19% newcomers

■ 64% veterans ■ 17% 1-2yr ■ 19% new
Entry-cohort mix of 124 holders: 79 (64%) are 2+ year veterans, 21 entered 1–2 years ago, and 24 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
22 of 115 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — MANU

In 2026 Q1, 63 hedge funds were net buyers of MANU (19 opened a new position, 44 added to an existing one), while 46 reduced or exited (29 trimmed, 17 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 116.

Hedge Fund Ownership: MANU

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

Market Analysis: MANU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MANU

-- --

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

Is It Too Late to Buy Manchester Utd plc New (MANU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MANU has moved relative to its sector benchmark (XLC) 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 · 77d ago
MANU
+38.5%
XLC
+1.2%

MANU outperformed XLC by +37.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
MANU
+21.2%
XLC
-3.4%

Since the filing became public, MANU outperformed XLC by +24.6% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: MANU
115 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 115 114 0.88%
13F Shares 30M 31M -3.94%
Total Value $480M $489M -1.85%
New Positions 19 19 -
Increased Positions 38 45 -7
Closed Positions 18 17 +1
Reduced Positions 29 20 +9
Total Calls 4 8 -50.0%
Total Puts 4 8 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: MANU

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

115 + investors

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

QUARTER:
Top 25 MANU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Breach Inlet Capital Management, LLC 6.76% 1,223,216 $20.6M
2 Michelson Medical Research Foundation, Inc. 3.42% 200,000 $3.4M
3 Ariel Investments, LLC 1.70% 9,050,387 $152.2M
4 Lindsell Train Ltd 1.68% 3,142,000 $52.8M
5 Harvey Partners, LLC 1.62% 1,212,500 $20.4M
6 Cooperman Leon G 1.62% 2,932,076 $49.3M
7 Infinitum Asset Management, LLC 0.78% 370,000 $6.2M
8 Pinnacle Associates Ltd 0.31% 1,457,170 $24.5M
9 Alan B Lancz & Associates, Inc. 0.27% 16,505 $278K
10 Gamco Investors, INC. Et Al 0.18% 1,104,738 $18.6M
11 GABELLI & Co INVESTMENT ADVISERS, INC. 0.14% 56,495 $950K
12 Twin Securities, Inc. 0.12% 14,920 $251K
13 Gabelli Funds LLC 0.07% 619,318 $10.4M
14 Alpine Woods Capital Investors, LLC 0.05% 13,450 $226K
15 Krilogy Financial LLC 0.05% 87,966 $1.5M
16 Ionic Capital Management LLC 0.05% 39,380 $662K
17 Bleakley Financial Group, LLC 0.05% 173,440 $2.9M
18 Kettle Hill Capital Management, LLC 0.04% 10,481 $176K
19 Fox Run Management, L.L.C. 0.04% 13,441 $221K
20 PDT Partners, LLC 0.04% 37,979 $639K
21 Numerai GP LLC 0.04% 21,684 $365K
22 Ci Investments INC. 0.03% 420,282 $7.1M
23 CastleKnight Management LP 0.02% 73,500 $1.2M
24 State of Wyoming 0.02% 10,246 $172K
25 Innovative Asset Advisors Group, LLC 0.02% 1,724 $29K
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 — Manchester Utd plc New (MANU)

What does the Smart Money Trend signal show for MANU?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added MANU 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 MANU?

Slight buying edge — 58% buying: Last quarter: 63 funds bought or added vs 46 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 MANU holders?

Smaller funds dominant — 14% AUM from top-100: 22 of 115 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MANU?

59% of holders stayed for 2+ years: 68 out of 116 hedge funds have held MANU 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 Manchester Utd plc New (MANU) following the 2026 Q1 hedge fund 13F filings?

As of today, MANU has moved +21.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.4% for the XLC sector ETF — an outperformance of +24.6%. Since the quarter end (March 31, 2026), MANU has gained +38.5% vs +1.2% for XLC. 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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