Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Enpro Inc (NPO)

351 + Investors. Track Smart Money conviction in NPO. 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
↑ +25
Streak
7Q ▲
Buyers last Q
54%

Smart Money Signals — NPO

Based on 353 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added NPO 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
353 hedge funds hold NPO 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 — +22% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 54% buying

179 buying151 selling
Last quarter: 179 funds bought or added vs 151 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 NPO position: 44 → 39 → 49 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 23% medium 20% new
200 out of 353 hedge funds have held NPO 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.
📈

Growing discovery — still being found

51 → 44 → 39 → 49 → 55 new funds/Q
New funds entering each quarter: 44 → 39 → 49 → 55. A growing number of institutions are discovering NPO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 12% 1-2yr 27% new
Of 362 current holders: 221 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
53 of 353 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NPO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — NPO

In 2026 Q1, 179 hedge funds were net buyers of NPO (55 opened a new position, 124 added to an existing one), while 151 reduced or exited (121 trimmed, 30 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in NPO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 353.

Hedge Fund Ownership: NPO

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

Market Analysis: NPO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NPO

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

Is It Too Late to Buy Enpro Inc (NPO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NPO has moved relative to its sector benchmark (XLI) 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 · 80d ago
NPO
+51.5%
XLI
+11.0%

NPO outperformed XLI by +40.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
NPO
+21.9%
XLI
+4.8%

Since the filing became public, NPO outperformed XLI by +17.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: NPO
351 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 351 328 7.01%
13F Shares 21M 21M 0.41%
Total Value $4.93B $4.42B 11.7%
New Positions 54 49 +5
Increased Positions 123 92 +31
Closed Positions 31 32 -1
Reduced Positions 117 121 -4
Total Calls 4 3 33.33%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 2.0 Bearish

Statistics: NPO

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Institutional Holders (2026 Q1)

351 + investors

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

QUARTER:
Top 25 NPO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trigran Investments, Inc. 10.19% 170,043 $42.6M
2 Congruence Capital, LLC 6.59% 78,431 $19.7M
3 Harvey Partners, LLC 5.06% 253,500 $63.5M
4 Agman Capital LLC 4.74% 23,741 $6.0M
5 Tributary Capital Management, LLC 3.04% 124,767 $31.3M
6 Wasatch Advisors LP 1.51% 909,882 $228.1M
7 Leeward Investments, LLC - MA 1.33% 107,376 $26.9M
8 Phocas Financial Corp. 0.96% 24,437 $6.1M
9 Gamco Investors, INC. Et Al 0.76% 307,277 $77.0M
10 Congress Asset Management Co 0.72% 398,431 $99.9M
11 Emerald Investment Advisers, LLC 0.68% 30,313 $7.6M
12 Royce & Associates LP 0.59% 237,640 $59.6M
13 MRA Advisory Group 0.50% 4,860 $1.2M
14 Segall Bryant & Hamill, LLC 0.47% 114,557 $29.2M
15 Sapience Investments, LLC 0.42% 13 $3K
16 Conestoga Capital Advisors, LLC 0.40% 80,350 $20.1M
17 Kennedy Capital Management LLC 0.36% 68,205 $17.1M
18 Ceredex Value Advisors LLC 0.34% 42,925 $10.8M
19 J. Goldman & Co LP 0.32% 44,495 $11.2M
20 Bamco Inc /Ny/ 0.30% 391,730 $98.2M
21 Legacy Wealth Asset Management, LLC 0.29% 4,808 $1.2M
22 Vista Finance, LLC 0.28% 1,414 $354K
23 Susquehanna Fundamental Investments, LLC 0.28% 29,757 $7.5M
24 Scopus Asset Management, L.P. 0.26% 60,000 $15.0M
25 EULAV Asset Management 0.25% 31,600 $7.9M
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 — Enpro Inc (NPO)

What does the Smart Money Trend signal show for NPO?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added NPO 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 NPO?

Slight buying edge — 54% buying: Last quarter: 179 funds bought or added vs 151 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 NPO holders?

Elite ownership — 43% AUM from top-100 funds: 53 of 353 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NPO. 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 NPO?

57% of holders stayed for 2+ years: 200 out of 353 hedge funds have held NPO 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 Enpro Inc (NPO) following the 2026 Q1 hedge fund 13F filings?

As of today, NPO has moved +21.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +17.1%. Since the quarter end (March 31, 2026), NPO has gained +51.5% vs +11.0% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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