Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (MGMT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — MGMT

Based on 47 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 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
47 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.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

27 buying15 selling
Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 15 were sellers (12 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

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

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 32% medium ■ 28% new
19 out of 47 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 — ~7 new funds/quarter

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

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 21% 1-2yr ■ 34% new
Of 47 current holders: 21 (45%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
6 of 47 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — MGMT

In 2026 Q1, 27 hedge funds were net buyers of MGMT (7 opened a new position, 20 added to an existing one), while 15 reduced or exited (12 trimmed, 3 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 47.

Hedge Fund Ownership: MGMT

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

Market Analysis: MGMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGMT

-- --

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

Is It Too Late to Buy Unified Ser Tr (MGMT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MGMT has moved relative to its sector benchmark (SPY) 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
MGMT
+11.7%
SPY
+13.9%

MGMT outperformed SPY by -2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
MGMT
+7.4%
SPY
+0.2%

Since the filing became public, MGMT outperformed SPY by +7.2% .

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.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: MGMT
47 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 47 43 9.3%
13F Shares 3M 3M 7.24%
Total Value $123M $114M 7.44%
New Positions 7 9 -2
Increased Positions 20 9 +11
Closed Positions 3 4 -1
Reduced Positions 12 16 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MGMT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

47 + investors

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

QUARTER:
Top 25 MGMT holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Commerce Advisors, LLC 2.19% 57,806 $2.6M
5 Weaver Consulting Group 1.55% 144,168 $6.5M
6 Hedeker Wealth, LLC 1.55% 162,360 $7.3M
7 Cape Investment Advisory, Inc. 1.22% 81,233 $3.7M
8 Employees' Retirement Fund of the City of Fort Worth 1.11% 56,800 $2.6M
9 Tactive Advisors, LLC 1.04% 81,744 $3.7M
10 Quantify Chaos Advisors, LLC 0.75% 5,302 $239K
11 Miller Global Investments, LLC 0.60% 14,577 $658K
12 Vann Equity Management LLC 0.25% 7,660 $346K
13 SpringVest Wealth Management LLC 0.23% 7,313 $330K
14 Dakota Wealth Management 0.14% 145,463 $6.6M
15 Frontier Asset Management, LLC 0.08% 8,653 $390K
16 Atlas Brown,Inc. 0.07% 5,000 $226K
17 VeraBank, N.A. 0.06% 7,573 $342K
18 Heritage Trust Co 0.06% 13,277 $599K
19 Argent Trust Co 0.06% 38,680 $1.7M
20 Nations Financial Group Inc, /Ia/ /Adv 0.06% 24,883 $1.1M
21 Summit Asset Management, LLC 0.05% 7,650 $345K
22 Verdence Capital Advisors LLC 0.03% 12,633 $570K
23 Equitable Holdings, Inc. 0.03% 90,939 $4.1M
24 Krilogy Financial LLC 0.02% 14,229 $670K
25 Waverly Advisors, LLC 0.02% 59,788 $2.7M
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 — 4 quarters in a row: For 4 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 buyers than sellers — 64% buying: Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 15 were sellers (12 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MGMT holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 47 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MGMT?

40% of holders stayed for 2+ years: 19 out of 47 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.

Is it too late to buy Unified Ser Tr (MGMT) following the 2026 Q1 hedge fund 13F filings?

As of today, MGMT has moved +7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +7.2%. Since the quarter end (March 31, 2026), MGMT has gained +11.7% vs +13.9% for SPY. 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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