Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MEDIAALPHA INC CL A (MAX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — MAX

Based on 162 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added MAX 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
162 hedge funds hold MAX 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 — +4% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

106 buying67 selling
Last quarter: 106 funds were net buyers (31 opened a brand new position + 75 added to an existing one). Only 67 were sellers (47 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new MAX position: 19 → 28 → 23 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 35% medium 22% new
70 out of 162 hedge funds have held MAX 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.
📈

Growing discovery — still being found

31 → 19 → 28 → 23 → 31 new funds/Q
New funds entering each quarter: 19 → 28 → 23 → 31. A growing number of institutions are discovering MAX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

56% veterans 18% 1-2yr 26% new
Of 165 current holders: 92 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
31 of 162 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: MAX

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

Market Analysis: MAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MAX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 3 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: MAX
2026 Q1 Stats Unlock in 19 days 165 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 165 156 5.77%
13F Shares 47M 48M -1.18%
Total Value $613M $546M 12.41%
New Positions 31 23 +8
Increased Positions 85 67 +18
Closed Positions 20 19 +1
Reduced Positions 49 51 -2
Total Calls 2 3 -33.33%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: MAX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

165 + investors

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

Top 25 institutional holders of MAX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Triad Investment Management 3.41% 944,973 $9.3M
2 SPEECE THORSON CAPITAL GROUP INC 1.06% 499,011 $4.6M
3 Abel Hall, LLC 0.05% 25,424 $236K
4 Y-Intercept (Hong Kong) Ltd 0.03% 158,170 $1.5M
5 AlphaQuest LLC 0.03% 37,463 $485K
6 Brooklyn Investment Group 0.01% 39,724 $369K
7 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% 185,325 $1.7M
8 Aaron Wealth Advisors LLC 0.01% 10,242 $95K
9 Murphy & Mullick Capital Management Corp 0.00% 500 $5K
10 Versant Capital Management, Inc 0.00% 999 $9K
11 Police & Firemen's Retirement System of New Jersey 0.00% 9,690 $90K
12 SUMMIT SECURITIES GROUP LLC 0.00% 557 $5K
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 20,916 $196K
14 Marquette Asset Management, LLC 0.00% 198 $2K
15 KLP KAPITALFORVALTNING AS 0.00% 5,933 $55K
16 SG Americas Securities, LLC 0.00% 19,473
17 GAMMA Investing LLC 0.00% 446 $4K
18 State of Alaska, Department of Revenue 0.00% 1,862
19 True Wealth Design, LLC 0.00% 51
20 Root Financial Partners, LLC 0.00% 139 $1K
21 Sterling Capital Management LLC 0.00% 217 $2K
22 IFP Advisors, Inc 0.00% 134 $1K
23 Farther Finance Advisors, LLC 0.00% 248 $2K
24 SJS Investment Consulting Inc. 0.00% 9
25 NISA INVESTMENT ADVISORS, LLC 0.00% 135 $1K
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 — MEDIAALPHA INC CL A (MAX)

What does the Smart Money Trend signal show for MAX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MAX 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 MAX?

More buyers than sellers — 61% buying: Last quarter: 106 funds were net buyers (31 opened a brand new position + 75 added to an existing one). Only 67 were sellers (47 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MAX holders?

Strong quality — 25% AUM from major funds: 31 of 162 holders rank in the top 100 by AUM, accounting for 25% 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 MAX?

43% of holders stayed for 2+ years: 70 out of 162 hedge funds have held MAX 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.