Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Meiragtx Hldgs plc (MGTX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — MGTX

Based on 132 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added MGTX 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
132 hedge funds hold MGTX 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 — +12% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

69 buying57 selling
Last quarter: 69 funds bought or added vs 57 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 — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 25 → 22 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 30% medium ■ 19% new
67 out of 132 hedge funds have held MGTX 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 — ~21 new funds/quarter

25 → 16 → 25 → 22 → 21 new funds/Q
New funds entering each quarter: 16 → 25 → 22 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 25% new
Entry-cohort mix of 134 holders: 80 (60%) are 2+ year veterans, 21 entered 1–2 years ago, and 33 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
35 of 132 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — MGTX

In 2026 Q1, 69 hedge funds were net buyers of MGTX (21 opened a new position, 48 added to an existing one), while 57 reduced or exited (39 trimmed, 18 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 132.

Hedge Fund Ownership: MGTX

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

Market Analysis: MGTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGTX

-- --

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

Is It Too Late to Buy Meiragtx Hldgs plc (MGTX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MGTX 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 · 78d ago
MGTX
+12.1%
XLV
+4.3%

MGTX outperformed XLV by +7.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MGTX
+3.3%
XLV
+5.4%

Since the filing became public, MGTX outperformed XLV by -2.1% .

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.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: MGTX
131 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 131 129 1.55%
13F Shares 67M 65M 3.38%
Total Value $583M $518M 12.41%
New Positions 20 22 -2
Increased Positions 48 44 +4
Closed Positions 18 15 +3
Reduced Positions 38 34 +4
Total Calls 0 0 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MGTX

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Short % of Float --

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Institutional Holders (2026 Q1)

131 + investors

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

QUARTER:
Top 25 MGTX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sanofi 31.44% 12,197,737 $105.6M
2 Johnson & Johnson 8.82% 6,641,064 $57.5M
3 Knoll Capital Management, LLC 6.01% 1,250,000 $10.8M
4 Prosight Management, LP 3.73% 2,629,971 $22.8M
5 Opaleye Management Inc. 2.42% 2,123,259 $18.4M
6 Perceptive Advisors LLC 1.75% 10,326,103 $89.3M
7 683 Capital Management, LLC 1.11% 2,450,000 $21.2M
8 Rubric Capital Management LP 0.64% 7,000,000 $60.6M
9 AlphaCentric Advisors LLC 0.46% 53,694 $465K
10 Privium Fund Management B.V. 0.38% 212,112 $1.8M
11 Logos Global Management LP 0.30% 700,000 $6.1M
12 Platinum Investment Management Ltd 0.21% 93,922 $813K
13 Kennedy Capital Management LLC 0.16% 858,379 $7.4M
14 Long Focus Capital Management, LLC 0.12% 524,745 $4.5M
15 Hennion & Walsh Asset Management, Inc. 0.10% 354,755 $3.1M
16 EntryPoint Capital, LLC 0.08% 31,932 $277K
17 Virtus Investment Advisers, LLC 0.07% 30,570 $265K
18 Fort Sheridan Advisors LLC 0.07% 66,860 $579K
19 Erste Asset Management GmbH 0.05% 719,702 $5.8M
20 Adage Capital Partners GP, L.L.C. 0.05% 4,000,000 $34.6M
21 J. Goldman & Co LP 0.05% 206,210 $1.8M
22 Millennium Management LLC 0.01% 3,465,699 $30.0M
23 Jefferies Financial Group Inc. 0.01% 167,452 $1.5M
24 Woodline Partners LP 0.01% 300,323 $2.6M
25 China Universal Asset Management Co., Ltd. 0.01% 14,284 $124K
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 — Meiragtx Hldgs plc (MGTX)

What does the Smart Money Trend signal show for MGTX?

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

Slight buying edge — 55% buying: Last quarter: 69 funds bought or added vs 57 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 MGTX holders?

Smaller funds dominant — 14% AUM from top-100: 35 of 132 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MGTX?

51% of holders stayed for 2+ years: 67 out of 132 hedge funds have held MGTX 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 Meiragtx Hldgs plc (MGTX) following the 2026 Q1 hedge fund 13F filings?

As of today, MGTX has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLV sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), MGTX has gained +12.1% vs +4.3% 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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