Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neumora Therapeutics INC. (NMRA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — NMRA

Based on 112 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NMRA 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.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
112 funds currently hold this stock — 79% of the 3.0-year high of 142 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

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

Slight buying edge — 57% buying

70 buying53 selling
Last quarter: 70 funds bought or added vs 53 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new NMRA position: 15 → 22 → 24 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 18% new

■ 30% conviction (2yr+) ■ 52% medium ■ 18% new
Of the 112 current holders: 34 (30%) held >2 years, 58 held 1–2 years, and 20 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.
📈

Growing discovery — still being found

24 → 15 → 22 → 24 → 30 new funds/Q
New funds entering each quarter: 15 → 22 → 24 → 30. A growing number of institutions are discovering NMRA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 22% newcomers

■ 43% veterans ■ 34% 1-2yr ■ 22% new
Entry-cohort mix of 122 holders: 53 (43%) are 2+ year veterans, 42 entered 1–2 years ago, and 27 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
36 of 111 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — NMRA

In 2026 Q2, 70 hedge funds were net buyers of NMRA (30 opened a new position, 40 added to an existing one), while 53 reduced or exited (24 trimmed, 29 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in NMRA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 112.

Hedge Fund Ownership: NMRA

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

Market Analysis: NMRA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NMRA

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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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: NMRA
111 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 111 111 -
13F Shares 82M 73M 12.12%
Total Value $139M $141M -2.08%
New Positions 30 24 +6
Increased Positions 38 32 +6
Closed Positions 29 12 +17
Reduced Positions 22 33 -11
Total Calls 7 6 16.67%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.57 0.5 Bullish

Statistics: NMRA

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Institutional Holders (2026 Q2)

111 + investors

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

QUARTER:
Top 25 NMRA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MIC Capital Management UK LLP 1.92% 4,460,700 $7.6M
2 Lunate Capital Ltd 1.84% 2,124,143 $3.6M
3 Stonepine Capital Management, LLC 0.59% 500,000 $1.2M
4 Johnson & Johnson 0.39% 1,849,445 $3.1M
5 Siren, L.L.C. 0.29% 8,497,822 $14.4M
6 Boxer Capital Management, LLC 0.26% 2,000,000 $3.4M
7 Velan Capital Investment Management LP 0.24% 230,000 $391K
8 Ikarian Capital, LLC 0.23% 1,278,408 $2.2M
9 Addis & Hill, Inc 0.15% 163,386 $278K
10 ICONIQ Capital, LLC 0.13% 2,559,090 $4.4M
11 Affinity Asset Advisors, LLC 0.08% 1,070,651 $1.8M
12 Orbimed Advisors LLC 0.07% 2,139,882 $3.6M
13 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 0.06% 3,309,123 $5.6M
14 Maniro Ltd 0.06% 158,231 $269K
15 Softbank Group CORP. 0.06% 6,090,301 $10.4M
16 Squadron Capital Management LLC 0.05% 100,000 $170K
17 AlphaCore Capital LLC 0.02% 638,784 $1.1M
18 ADAR1 Capital Management, LLC 0.02% 210,000 $357K
19 R Squared Ltd 0.01% 16,596 $28K
20 Tudor Investment Corp Et Al 0.01% 3,835,200 $6.5M
21 Boothbay Fund Management, LLC 0.01% 335,267 $570K
22 Bridgeway Capital Management, LLC 0.01% 225,000 $382K
23 Susquehanna Portfolio Strategies, LLC 0.01% 237,747 $404K
24 RBF Capital, LLC 0.01% 90,000 $153K
25 Meridian Wealth Management, LLC 0.00% 94,400 $160K
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 — Neumora Therapeutics INC. (NMRA)

What does the Smart Money Trend signal show for NMRA?

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

Slight buying edge — 57% buying: Last quarter: 70 funds bought or added vs 53 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 NMRA holders?

Strong quality — 32% AUM from major funds: 36 of 111 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NMRA?

Mixed — 30% long-term, 18% new: Of the 112 current holders: 34 (30%) held >2 years, 58 held 1–2 years, and 20 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.

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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