UNIFIED SER TR (MGMT): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

UNIFIED SER TR (MGMT)

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

Smart Money Signals — MGMT

Based on 43 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 MGMT 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

43 hedge funds hold MGMT 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 — +13% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

18 buying20 selling

Last quarter: 20 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 3 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 33% medium ■ 26% new

18 out of 43 hedge funds have held MGMT 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 — ~9 new funds/quarter

9 → 3 → 3 → 7 → 9 new funds/Q

New funds entering each quarter: 3 → 3 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 26% 1-2yr ■ 33% new

Of 43 current holders: 18 (42%) 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.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

5 of 43 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	43	38	13.16%
13F Shares	3M	2M	12.01%
Total Value	$114M	$101M	12.79%
New Positions	9	7	+2
Increased Positions	9	13	-4
Closed Positions	4	5	-1
Reduced Positions	16	14	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13.16%

13F Shares

12.01%

Total Value

$114M

$101M

12.79%

New Positions

Increased Positions

-4

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

43 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 18 institutional holders of MGMT — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Englebert Financial Advisers, LLC	8.76%	170,753	$7.7M
2	CPC Advisors, LLC	4.94%	674,688	$30.4M
3	First City Capital Management, Inc.	3.49%	146,074	$6.6M
4	Tactive Advisors, LLC	1.04%	81,744	$3.7M
5	Miller Global Investments, LLC	0.60%	14,577	$658K
6	SpringVest Wealth Management LLC	0.23%	7,313	$330K
7	Atlas Brown,Inc.	0.07%	5,000	$226K
8	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	24,883	$1.1M
9	Capital Advisors, Ltd. LLC	0.04%	7,892	—
10	Verdence Capital Advisors LLC	0.03%	12,633	$570K
11	Krilogy Financial LLC	0.02%	14,229	$670K
12	HB Wealth Management, LLC	0.01%	40,745	$1.8M
13	Pure Financial Advisors, LLC	0.01%	13,507	$609K
14	SAPIENT CAPITAL LLC	0.00%	6,121	$276K
15	Janney Montgomery Scott LLC	0.00%	34,589	$2K
16	HARBOR INVESTMENT ADVISORY, LLC	0.00%	655	$30K
17	FIFTH THIRD BANCORP	0.00%	3,644	$164K
18	IFP Advisors, Inc	0.00%	16	—

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 — UNIFIED SER TR (MGMT)

What does the Smart Money Trend signal show for MGMT?

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

More sellers than buyers — 47% buying: Last quarter: 20 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MGMT holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 43 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MGMT?

42% of holders stayed for 2+ years: 18 out of 43 hedge funds have held MGMT 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

UNIFIED SER TR (MGMT)

Smart Money Signals — MGMT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

More sellers than buyers — 47% buying

Steady new buyers — ~9 new funds per quarter

42% of holders stayed for 2+ years

Steady discovery — ~9 new funds/quarter

Deep conviction — 42% of holders stayed 2+ years

Smaller funds dominant — 3% AUM from top-100

Hedge Fund Ownership: MGMT

Market Analysis: MGMT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MGMT

Hedge Fund Positioning: MGMT

Statistics: MGMT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — UNIFIED SER TR (MGMT)

Welcome to 13Foresight!