Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (MGMT)

54 + 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
↑ +7
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — MGMT

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
54 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 — +42% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+42% 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.
🟡

Slight buying edge — 56% buying

25 buying20 selling
Last quarter: 25 funds bought or added vs 20 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 24% medium ■ 31% new
24 out of 54 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.
📈

Growing discovery — still being found

4 → 7 → 9 → 7 → 11 new funds/Q
New funds entering each quarter: 7 → 9 → 7 → 11. A growing number of institutions are discovering MGMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 37% newcomers

■ 46% veterans ■ 17% 1-2yr ■ 37% new
Entry-cohort mix of 54 holders: 25 (46%) are 2+ year veterans, 9 entered 1–2 years ago, and 20 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
9 of 54 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q2, 25 hedge funds were net buyers of MGMT (11 opened a new position, 14 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 54.

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 Q2 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 June 30, 2026 · 85d ago
MGMT
-3.3%
SPY
+3.3%

MGMT outperformed SPY by -6.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
MGMT
-5.7%
SPY
-0.7%

Since the filing became public, MGMT outperformed SPY by -5.0% .

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.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: MGMT
54 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 47 14.89%
13F Shares 3M 3M 2.4%
Total Value $142M $123M 15.62%
New Positions 11 7 +4
Increased Positions 14 20 -6
Closed Positions 4 5 -1
Reduced Positions 16 12 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MGMT

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

Financial Highlights

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Institutional Holders (2026 Q2)

54 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Englebert Financial Advisers, LLC 8.44% 168,140 $8.6M
2 CPC Advisors, LLC 4.71% 685,108 $34.9M
3 First City Capital Management, Inc. 3.73% 150,619 $7.7M
4 Commerce Advisors, LLC 3.66% 132,153 $6.7M
5 Hedeker Wealth, LLC 1.65% 169,432 $8.6M
6 Weaver Consulting Group 1.57% 149,938 $7.6M
7 Cape Investment Advisory, Inc. 1.11% 81,430 $4.1M
8 Quantify Chaos Advisors, LLC 0.76% 5,302 $270K
9 Miller Global Investments, LLC 0.60% 14,303 $729K
10 SpringVest Wealth Management LLC 0.29% 9,093 $463K
11 Thomasville National Bank 0.20% 70,853 $3.6M
12 Dakota Wealth Management 0.14% 145,061 $7.4M
13 Vann Equity Management LLC 0.14% 4,386 $224K
14 Tactive Advisors, LLC 0.12% 9,722 $495K
15 Allied Private Wealth LLC 0.12% 3,715 $184K
16 Atlas Brown,Inc. 0.07% 5,000 $255K
17 Heritage Trust Co 0.07% 14,886 $759K
18 Nations Financial Group Inc, /Ia/ /Adv 0.06% 24,883 $1.3M
19 Argent Trust Co 0.06% 38,680 $2.0M
20 Summit Asset Management, LLC 0.05% 7,650 $390K
21 Frontier Asset Management, LLC 0.05% 5,194 $265K
22 Verdence Capital Advisors LLC 0.04% 13,465 $686K
23 VeraBank, N.A. 0.04% 4,238 $216K
24 Cary Street Partners Financial LLC 0.03% 27,279 $1.4M
25 Gts Securities LLC 0.03% 25,495 $1.3M
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 — 5 quarters in a row: For 5 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?

Slight buying edge — 56% buying: Last quarter: 25 funds bought or added vs 20 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 MGMT holders?

Smaller funds dominant — 4% AUM from top-100: 9 of 54 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?

44% of holders stayed for 2+ years: 24 out of 54 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 Q2 hedge fund 13F filings?

As of today, MGMT has moved -5.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -5.0%. Since the quarter end (June 30, 2026), MGMT has gained -3.3% vs +3.3% 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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