Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mimedx Group Inc (MDXG)

223 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — MDXG

Based on 226 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MDXG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
226 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MDXG is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

130 buying115 selling
Last quarter: 130 funds bought or added vs 115 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 — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 33 → 47 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
131 out of 226 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.
📈

Growing discovery — still being found

31 → 34 → 33 → 47 → 45 new funds/Q
New funds entering each quarter: 34 → 33 → 47 → 45. A growing number of institutions are discovering MDXG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 227 holders: 146 (64%) are 2+ year veterans, 30 entered 1–2 years ago, and 51 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
50 of 226 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — MDXG

In 2026 Q2, 130 hedge funds were net buyers of MDXG (45 opened a new position, 85 added to an existing one), while 115 reduced or exited (63 trimmed, 52 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 36% of total institutional value in MDXG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 226.

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.

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
0.7
/ 10
conviction
Hedge Fund Positioning: MDXG
223 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 223 233 -4.29%
13F Shares 112M 113M -1.13%
Total Value $427M $442M -3.6%
New Positions 44 47 -3
Increased Positions 84 87 -3
Closed Positions 54 43 +11
Reduced Positions 60 54 +6
Total Calls 0 2 -100.0%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.0 1.5 Bullish

Statistics: MDXG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

223 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Essex Woodlands Management, Inc. 42.70% 28,195,249 $108.6M
2 Trigran Investments, Inc. 5.07% 7,173,770 $27.6M
3 Cannell Capital LLC 4.83% 1,870,436 $7.2M
4 Meros Investment Management, LP 1.37% 1,121,929 $4.3M
5 apricus wealth, LLC 0.83% 451,945 $1.7M
6 Nantahala Capital Management, LLC 0.61% 4,767,552 $18.4M
7 Paradigm Capital Management Inc/Ny 0.43% 4,073,100 $15.7M
8 Punch & Associates Investment Management, INC. 0.39% 2,058,089 $7.9M
9 Pegasus Asset Management, Inc. 0.28% 124,000 $866K
10 Pillsbury Lake Capital LLC 0.23% 215,239 $829K
11 Richmond Brothers, Inc. 0.21% 105,365 $406K
12 Isthmus Partners, LLC 0.20% 530,709 $2.0M
13 HighMark Wealth Management LLC 0.07% 55,878 $215K
14 Prelude Capital Management, LLC 0.06% 215,239 $829K
15 Rexford Capital Inc 0.06% 25,024 $96K
16 Kennedy Capital Management LLC 0.05% 770,075 $3.0M
17 Abel Hall, LLC 0.05% 68,289 $263K
18 Bayesian Capital Management, LP 0.05% 18,400 $71K
19 Disciplined Growth Investors Inc /Mn 0.04% 587,932 $2.3M
20 Williams & Novak Wealth Management, LLC 0.04% 13,884 $53K
21 Turtle Creek Wealth Advisors, LLC 0.03% 166,700 $642K
22 State of Wyoming 0.03% 72,560 $279K
23 OP Asset Management Ltd 0.03% 668,285 $2.6M
24 Register Financial Advisors LLC 0.02% 19,800 $76K
25 DLD Asset Management, LP 0.02% 75,000 $289K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MDXG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MDXG?

Slight buying edge — 53% buying: Last quarter: 130 funds bought or added vs 115 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 — 36% AUM from major funds: 50 of 226 holders rank in the top 100 by AUM, accounting for 36% 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?

58% of holders stayed for 2+ years: 131 out of 226 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.

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.

Full history →