Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mannkind Corp (MNKD)

254 + Investors. Track Smart Money conviction in MNKD. 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
59%

Smart Money Signals — MNKD

Based on 256 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MNKD 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
256 hedge funds hold MNKD 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 — +10% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

153 buying108 selling
Last quarter: 153 funds bought or added vs 108 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 — ~52 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 48 → 51 → 49 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 24% new
137 out of 256 hedge funds have held MNKD 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.
💰

Value +157% but shares only +2% — price-driven

Value
+156%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +157%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~52 new funds/quarter

22 → 48 → 51 → 49 → 52 new funds/Q
New funds entering each quarter: 48 → 51 → 49 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 263 holders: 155 (59%) are 2+ year veterans, 34 entered 1–2 years ago, and 74 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
52 of 254 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in MNKD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — MNKD

In 2026 Q2, 153 hedge funds were net buyers of MNKD (52 opened a new position, 101 added to an existing one), while 108 reduced or exited (63 trimmed, 45 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 71% of total institutional value in MNKD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 256.

Hedge Fund Ownership: MNKD

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

Market Analysis: MNKD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MNKD

-- --

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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: MNKD
254 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 254 249 2.01%
13F Shares 186M 183M 1.65%
Total Value $1.15B $449M 156.56%
New Positions 52 49 +3
Increased Positions 98 83 +15
Closed Positions 45 54 -9
Reduced Positions 60 71 -11
Total Calls 5 4 25.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: MNKD

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Institutional Holders (2026 Q2)

254 + investors

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

QUARTER:
Top 25 MNKD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 4.05% 3,972,675 $16.9M
2 Scopia Capital Management LP 2.65% 694,961 $3.0M
3 180 Wealth Advisors, LLC 2.12% 4,959,351 $21.1M
4 Rubric Capital Management LP 0.70% 18,000,000 $76.7M
5 Frazier Life Sciences Management, L.P. 0.61% 6,600,000 $28.1M
6 1492 Capital Management LLC 0.61% 481,722 $2.1M
7 Braidwell LP 0.54% 3,458,429 $14.7M
8 Deltec Asset Management LLC 0.40% 628,000 $2.7M
9 Deep Track Capital, LP 0.37% 6,000,000 $25.6M
10 Stonepine Capital Management, LLC 0.35% 250,000 $750K
11 Bruce & Co., Inc. 0.22% 195,073 $831K
12 Rangeley Capital, LLC 0.18% 45,000 $192K
13 Painted Porch Advisors LLC 0.10% 53,432 $228K
14 J. Goldman & Co LP 0.09% 816,589 $3.5M
15 EntryPoint Capital, LLC 0.07% 19,383 $101K
16 Larry Mathis Financial Planning, LLC 0.06% 18,119 $77K
17 New Wave Wealth Advisors LLC 0.06% 51,100 $218K
18 Aaron Wealth Advisors LLC 0.05% 234,948 $1.0M
19 SWAN Capital LLC 0.04% 28,850 $123K
20 State of Wyoming 0.04% 94,636 $403K
21 Prodigy Asset Management LLC 0.03% 20,000 $85K
22 Jump Financial, LLC 0.02% 346,839 $1.7M
23 Wellington Shields & Co., LLC 0.02% 22,660 $97K
24 Caption Management, LLC 0.02% 1,000,000 $4.3M
25 Inceptionr LLC 0.02% 15,979 $68K
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 — Mannkind Corp (MNKD)

What does the Smart Money Trend signal show for MNKD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MNKD 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 MNKD?

Slight buying edge — 59% buying: Last quarter: 153 funds bought or added vs 108 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 MNKD holders?

Elite ownership — 71% AUM from top-100 funds: 52 of 254 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in MNKD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MNKD?

54% of holders stayed for 2+ years: 137 out of 256 hedge funds have held MNKD 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.

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