Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Murata Manufacturing Co Ltd (MRAAY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — MRAAY

Based on 17 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 MRAAY 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
17 hedge funds hold MRAAY 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 — +6% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 71% buying

10 buying4 selling
Last quarter: 10 funds were net buyers (6 opened a brand new position + 4 added to an existing one). Only 4 were sellers (4 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 4 → 1 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 47% new

29% conviction (2yr+) 24% medium 47% new
Of the 17 current holders: 5 (29%) held >2 years, 4 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+81% value, -43% shares)

Value
+80%
Shares
-43%
Last quarter: total value of institutional MRAAY holdings rose +81% even though funds reduced share count by 43%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~6 new funds/quarter

4 → 0 → 4 → 1 → 6 new funds/Q
New funds entering each quarter: 0 → 4 → 1 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 59% of holders entered in last year

35% veterans 6% 1-2yr 59% new
Of 17 current holders: 10 (59%) entered in the past year, only 6 (35%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
2 of 17 holders rank in the top 100 by AUM, but together hold only 9% 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 — MRAAY

In 2026 Q2, 10 hedge funds were net buyers of MRAAY (6 opened a new position, 4 added to an existing one), while 4 reduced or exited (4 trimmed their position) — a 71% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 17.

Hedge Fund Ownership: MRAAY

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

Market Analysis: MRAAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MRAAY

-- --

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

Is It Too Late to Buy Murata Manufacturing Co Ltd (MRAAY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MRAAY has moved relative to its sector benchmark (XLK) 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
MRAAY
-29.7%
XLK
+2.4%

MRAAY outperformed XLK by -32.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
MRAAY
-1.4%
XLK
+2.7%

Since the filing became public, MRAAY outperformed XLK by -4.1% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: MRAAY
17 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 17 11 54.55%
13F Shares 1M 2M -43.29%
Total Value $35M $19M 80.93%
New Positions 6 1 +5
Increased Positions 4 5 -1
Closed Positions 0 4 -4
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MRAAY

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

17 + investors

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

QUARTER:
Top 16 MRAAY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Azimuth Capital Investment Management LLC 0.65% 547,502 $19.2M
2 Boston Common Asset Management, LLC 0.34% 156,340 $5.7M
3 Canopy Partners, LLC 0.10% 9,124 $330K
4 Madison Asset Management, LLC 0.06% 128,609 $4.7M
5 Alta Capital Management LLC/ 0.03% 10,124 $366K
6 GAMMA Investing LLC 0.03% 20,229 $732K
7 McMillan Office, Inc. 0.01% 2,250 $79K
8 Salomon & Ludwin, LLC 0.01% 2,422 $87K
9 Diversified Trust Co 0.00% 6,837 $240K
10 Rhumbline Advisers 0.00% 84,579 $3.1M
11 Markowski Investments 0.00% 211 $8K
12 Gleason Group, Inc. 0.00% 391 $14K
13 IMA Advisory Services, Inc. 0.00% 509 $18K
14 Sterling Capital Management LLC 0.00% 250 $9K
15 First Command Advisory Services, Inc. 0.00% 421 $15K
16 PNC Financial Services Group, INC. 0.00% 949 $34K
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 — Murata Manufacturing Co Ltd (MRAAY)

What does the Smart Money Trend signal show for MRAAY?

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

More buyers than sellers — 71% buying: Last quarter: 10 funds were net buyers (6 opened a brand new position + 4 added to an existing one). Only 4 were sellers (4 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MRAAY holders?

Smaller funds dominant — 9% AUM from top-100: 2 of 17 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MRAAY?

Mixed — 29% long-term, 47% new: Of the 17 current holders: 5 (29%) held >2 years, 4 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Murata Manufacturing Co Ltd (MRAAY) following the 2026 Q2 hedge fund 13F filings?

As of today, MRAAY has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.7% for the XLK sector ETF — an outperformance of -4.1%. Since the quarter end (June 30, 2026), MRAAY has gained -29.7% vs +2.4% for XLK. 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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