Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mimedx Group Inc (MDXG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — MDXG

Based on 231 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MDXG 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
231 hedge funds hold MDXG 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 — +6% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

132 buying99 selling
Last quarter: 132 funds bought or added vs 99 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new MDXG position: 29 → 34 → 33 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new
136 out of 231 hedge funds have held MDXG 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.
💎

Buying through price weakness — shares +6%, value -39%

Value
-39%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -39%. 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

31 → 29 → 34 → 33 → 45 new funds/Q
New funds entering each quarter: 29 → 34 → 33 → 45. A growing number of institutions are discovering MDXG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 236 holders: 154 (65%) are 2+ year veterans, 35 entered 1–2 years ago, and 47 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
48 of 231 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — MDXG

In 2026 Q1, 132 hedge funds were net buyers of MDXG (45 opened a new position, 87 added to an existing one), while 99 reduced or exited (57 trimmed, 42 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 23% of total institutional value in MDXG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 231.

Hedge Fund Ownership: MDXG

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

Market Analysis: MDXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDXG

-- --

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

Is It Too Late to Buy Mimedx Group Inc (MDXG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MDXG 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 · 80d ago
MDXG
nan%
XLV
+2.1%

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

Since 13F Filing Date May 15, 2026 · 35d ago
MDXG
nan%
XLV
+3.2%

Since the filing became public, MDXG 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.

27 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: MDXG
230 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 230 228 0.88%
13F Shares 113M 107M 5.59%
Total Value $442M $724M -38.99%
New Positions 44 33 +11
Increased Positions 87 73 +14
Closed Positions 42 33 +9
Reduced Positions 54 79 -25
Total Calls 2 2 -
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.5 Bearish

Statistics: MDXG

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

230 + investors

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

QUARTER:
Top 25 MDXG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Essex Woodlands Management, Inc. 44.45% 28,195,249 $111.4M
2 Trigran Investments, Inc. 6.78% 7,175,109 $28.3M
3 Cannell Capital LLC 3.63% 1,497,186 $5.9M
4 Meros Investment Management, LP 1.87% 1,093,028 $4.3M
5 First Light Asset Management, LLC 1.01% 2,842,892 $11.2M
6 apricus wealth, LLC 0.87% 451,945 $1.8M
7 Paradigm Capital Management Inc/Ny 0.52% 3,410,300 $13.5M
8 Nantahala Capital Management, LLC 0.49% 3,397,299 $13.4M
9 Punch & Associates Investment Management, INC. 0.46% 2,019,718 $8.0M
10 AWH Capital, L.P. 0.36% 100,000 $395K
11 Richmond Brothers, Inc. 0.31% 117,827 $465K
12 Isthmus Partners, LLC 0.20% 482,127 $1.9M
13 Pegasus Asset Management, Inc. 0.16% 124,000 $490K
14 Globeflex Capital L P 0.13% 214,350 $847K
15 HighMark Wealth Management LLC 0.09% 55,878 $221K
16 State of Wyoming 0.08% 163,115 $644K
17 Rexford Capital Inc 0.07% 25,024 $99K
18 EntryPoint Capital, LLC 0.05% 44,658 $176K
19 Disciplined Growth Investors Inc /Mn 0.05% 639,066 $2.5M
20 Turtle Creek Wealth Advisors, LLC 0.05% 166,700 $658K
21 AlphaQuest LLC 0.04% 113,618 $769K
22 Register Financial Advisors LLC 0.03% 20,300 $80K
23 OP Asset Management Ltd 0.03% 609,112 $2.8M
24 Headlands Technologies LLC 0.02% 46,130 $182K
25 Jacobi Capital Management LLC 0.02% 92,550 $366K
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 — Mimedx Group Inc (MDXG)

What does the Smart Money Trend signal show for MDXG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MDXG 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 MDXG?

Slight buying edge — 57% buying: Last quarter: 132 funds bought or added vs 99 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 MDXG holders?

Strong quality — 23% AUM from major funds: 48 of 231 holders rank in the top 100 by AUM, accounting for 23% 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 MDXG?

59% of holders stayed for 2+ years: 136 out of 231 hedge funds have held MDXG 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 Mimedx Group Inc (MDXG) following the 2026 Q1 hedge fund 13F filings?

As of today, MDXG 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), MDXG 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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