Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neptune Ins Hldgs Inc (NEPT)

96 + Investors. Track Smart Money conviction in NEPT. 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
58%

Smart Money Signals — NEPT

Based on 96 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 NEPT 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
96 hedge funds hold NEPT 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 — +9500% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+9500% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

65 buying48 selling
Last quarter: 65 funds bought or added vs 48 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.
⚠️

Fewer new buyers each quarter (-58 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 1 → 5 → 90 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 83% entered in last year

■ 15% conviction (2yr+) ■ 2% medium ■ 83% new
Only 14 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +4%, value -21%

Value
-20%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

1 → 1 → 5 → 90 → 32 new funds/Q
New funds entering each quarter: 1 → 5 → 90 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 82% of holders entered in last year

■ 18% veterans ■ 0% 1-2yr ■ 82% new
Of 96 current holders: 79 (82%) entered in the past year, only 17 (18%) 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 — 10% AUM from top-100

10% from top-100 AUM funds
24 of 95 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — NEPT

In 2026 Q1, 65 hedge funds were net buyers of NEPT (32 opened a new position, 33 added to an existing one), while 48 reduced or exited (19 trimmed, 29 sold completely) — a 58% 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: 96.

Hedge Fund Ownership: NEPT

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

Market Analysis: NEPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEPT

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: NEPT
96 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 93 3.23%
13F Shares 64M 61M 4.22%
Total Value $1.40B $1.77B -20.93%
New Positions 32 90 -58
Increased Positions 33 3 +30
Closed Positions 29 2 +27
Reduced Positions 19 0 +19
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NEPT

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Enterprise Value/EBITDA --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

96 + investors

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

QUARTER:
Top 25 NEPT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bregal Sagemount IV General Partner Jersey Ltd 100.00% 19,530,472 $472.4M
2 FTV Management Company, L.P. 100.00% 22,350,631 $540.7M
3 Azora Capital LP 1.52% 954,029 $23.1M
4 EJF Capital LP 1.27% 74,453 $1.8M
5 Maltese Capital Management LLC 0.71% 149,090 $3.6M
6 Frontier Capital Management Co LLC 0.25% 986,848 $23.9M
7 ArrowMark Colorado Holdings LLC 0.22% 336,369 $8.1M
8 Manchester Global Management (UK) Ltd 0.21% 65,180 $1.6M
9 Burkehill Global Management, LP 0.21% 172,500 $4.2M
10 Hound Partners, LLC 0.15% 50,500 $1.2M
11 Dockside LLC 0.13% 21,415 $518K
12 SeaBridge Investment Advisors LLC 0.10% 24,756 $599K
13 Emerald Mutual Fund Advisers Trust 0.10% 82,879 $2.0M
14 Woodline Partners LP 0.09% 978,094 $23.7M
15 Grandeur Peak Global Advisors, LLC 0.09% 15,173 $367K
16 Interval Partners, LP 0.06% 97,608 $2.4M
17 FJ Capital Management LLC 0.06% 21,769 $527K
18 Bamco Inc /Ny/ 0.05% 708,474 $17.1M
19 Soros Fund Management LLC 0.05% 171,000 $4.1M
20 CenterBook Partners LP 0.03% 25,573 $619K
21 Select Equity Group, L.P. 0.03% 258,724 $6.3M
22 Gilder Gagnon Howe & Co LLC 0.03% 100,491 $2.4M
23 Linden Thomas Advisory Services, LLC 0.03% 12,243 $296K
24 SummitTX Capital, L.P. 0.03% 37,140 $898K
25 Readystate Asset Management LP 0.03% 25,000 $605K
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 — Neptune Ins Hldgs Inc (NEPT)

What does the Smart Money Trend signal show for NEPT?

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

Slight buying edge — 58% buying: Last quarter: 65 funds bought or added vs 48 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 NEPT holders?

Smaller funds dominant — 10% AUM from top-100: 24 of 95 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NEPT?

Mostly new holders — 83% entered in last year: Only 14 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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