Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northfield Bancorp Inc Del (NFBK)

158 + Investors. Track Smart Money conviction in NFBK. 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
↓ -2
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — NFBK

Based on 160 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their NFBK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
160 hedge funds hold NFBK 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 — +7% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

82 buying83 selling
Last quarter: 82 funds bought or added vs 83 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new NFBK position: 31 → 26 → 20 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 21% medium 20% new
95 out of 160 hedge funds have held NFBK 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 — ~31 new funds/quarter

20 → 31 → 26 → 20 → 31 new funds/Q
New funds entering each quarter: 31 → 26 → 20 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

65% veterans 11% 1-2yr 24% new
Entry-cohort mix of 161 holders: 105 (65%) are 2+ year veterans, 18 entered 1–2 years ago, and 38 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
39 of 160 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in NFBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — NFBK

In 2026 Q1, 82 hedge funds were net buyers of NFBK (31 opened a new position, 51 added to an existing one), while 83 reduced or exited (50 trimmed, 33 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 40% of total institutional value in NFBK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 160.

Hedge Fund Ownership: NFBK

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

Market Analysis: NFBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NFBK

-- --

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

Is It Too Late to Buy Northfield Bancorp Inc Del (NFBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NFBK has moved relative to its sector benchmark (XLF) 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 · 77d ago
NFBK
+7.5%
XLF
+1220.3%

NFBK outperformed XLF by -1212.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
NFBK
+3.6%
XLF
+4.8%

Since the filing became public, NFBK outperformed XLF by -1.2% .

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 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: NFBK
158 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 158 162 -2.47%
13F Shares 25M 24M 3.87%
Total Value $329M $279M 17.85%
New Positions 30 20 +10
Increased Positions 49 61 -12
Closed Positions 34 26 +8
Reduced Positions 51 56 -5
Total Calls 0 0 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NFBK

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Institutional Holders (2026 Q1)

158 + investors

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

QUARTER:
Top 25 NFBK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Semanteon Capital Management, LP 2.60% 14,309 $194K
2 Ursa Fund Management, LLC 1.26% 100,000 $1.4M
3 Yakira Capital Management, Inc. 0.57% 143,004 $1.9M
4 Alpine Global Management, LLC 0.30% 150,000 $2.0M
5 Integrated Quantitative Investments LLC 0.17% 71,147 $963K
6 Kelleher Financial Advisors 0.11% 31,592 $428K
7 Ironwood Investment Management LLC 0.08% 14,472 $196K
8 Herold Advisors, Inc. 0.08% 25,926 $351K
9 Css LLC/Il 0.07% 102,683 $1.4M
10 Legato Capital Management LLC 0.06% 50,915 $689K
11 Bridgeway Capital Management, LLC 0.04% 162,660 $2.2M
12 Polymer Capital Management (US) LLC 0.03% 22,698 $307K
13 Princeton Global Asset Management LLC 0.03% 14,076 $191K
14 Renaissance Technologies LLC 0.03% 1,308,449 $17.7M
15 Occudo Quantitative Strategies LP 0.02% 27,843 $388K
16 AlphaQuest LLC 0.02% 31,849 $364K
17 Mirabella Financial Services LLP 0.02% 15,754 $213K
18 Verition Fund Management LLC 0.02% 225,000 $3.0M
19 Susquehanna Fundamental Investments, LLC 0.02% 34,127 $462K
20 Longfellow Investment Management Co LLC 0.02% 5,467 $74K
21 O'shaughnessy Asset Management, LLC 0.01% 220,241 $3.0M
22 Balyasny Asset Management L.P. 0.01% 838,571 $11.4M
23 SOA Wealth Advisors, LLC. 0.01% 4,834 $65K
24 Qube Research & Technologies Ltd 0.01% 765,520 $10.4M
25 Hotchkis & Wiley Capital Management LLC 0.01% 247,696 $3.4M
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 — Northfield Bancorp Inc Del (NFBK)

What does the Smart Money Trend signal show for NFBK?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their NFBK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NFBK?

Slight buying edge — 50% buying: Last quarter: 82 funds bought or added vs 83 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 NFBK holders?

Elite ownership — 40% AUM from top-100 funds: 39 of 160 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in NFBK. 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 NFBK?

59% of holders stayed for 2+ years: 95 out of 160 hedge funds have held NFBK 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 Northfield Bancorp Inc Del (NFBK) following the 2026 Q1 hedge fund 13F filings?

As of today, NFBK has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), NFBK has gained +7.5% vs +1220.3% for XLF. 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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