Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Onity Group Inc (ONIT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — ONIT

Based on 118 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ONIT 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
118 hedge funds hold ONIT 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 — +44% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+44% 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.
🟢

More buyers than sellers — 60% buying

64 buying43 selling
Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 43 were sellers (36 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new ONIT position: 13 → 19 → 14 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 28% medium ■ 26% new
54 out of 118 hedge funds have held ONIT 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

7 → 13 → 19 → 14 → 23 new funds/Q
New funds entering each quarter: 13 → 19 → 14 → 23. A growing number of institutions are discovering ONIT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 13% 1-2yr ■ 30% new
Entry-cohort mix of 123 holders: 70 (57%) are 2+ year veterans, 16 entered 1–2 years ago, and 37 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
36 of 118 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ONIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — ONIT

In 2026 Q1, 64 hedge funds were net buyers of ONIT (23 opened a new position, 41 added to an existing one), while 43 reduced or exited (36 trimmed, 7 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in ONIT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 118.

Hedge Fund Ownership: ONIT

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

Market Analysis: ONIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ONIT

-- --

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

Is It Too Late to Buy Onity Group Inc (ONIT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ONIT 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 · 78d ago
ONIT
-3.3%
XLF
+1220.3%

ONIT outperformed XLF by -1223.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ONIT
+7.2%
XLF
+4.8%

Since the filing became public, ONIT outperformed XLF by +2.4% .

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.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ONIT
117 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 117 102 14.71%
13F Shares 5M 5M -6.57%
Total Value $186M $236M -21.33%
New Positions 22 14 +8
Increased Positions 39 45 -6
Closed Positions 7 8 -1
Reduced Positions 35 28 +7
Total Calls 2 3 -33.33%
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: ONIT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

117 + investors

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

QUARTER:
Top 25 ONIT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Deer Park Road Corp 1.69% 254,054 $10.0M
2 Prescott Group Capital Management, L.L.C. 0.83% 212,585 $8.3M
3 Long Focus Capital Management, LLC 0.56% 540,598 $21.2M
4 Shenkman Capital Management Inc 0.38% 76,885 $3.2M
5 RBF Capital, LLC 0.25% 120,656 $4.7M
6 Intrepid Capital Management Inc 0.15% 9,894 $389K
7 Miller Investment Management, LP 0.10% 24,798 $974K
8 Corsair Capital Management, L.P. 0.07% 12,003 $471K
9 Bridgeway Capital Management, LLC 0.06% 81,980 $3.2M
10 EntryPoint Capital, LLC 0.06% 5,595 $220K
11 Numerai GP LLC 0.06% 14,045 $552K
12 Pale Fire Capital SE 0.03% 9,833 $386K
13 State of Wyoming 0.01% 3,200 $126K
14 XTX Topco Ltd 0.01% 15,082 $592K
15 Hillsdale Investment Management Inc. 0.01% 9,100 $357K
16 Empowered Funds, LLC 0.01% 36,949 $1.5M
17 Engineers Gate Manager LP 0.01% 15,824 $621K
18 Bailard, INC. 0.01% 7,400 $291K
19 Jump Financial, LLC 0.01% 10,968 $431K
20 Voleon Capital Management LP 0.00% 5,169 $203K
21 Mgo One Seven LLC 0.00% 5,532 $217K
22 American Century Companies Inc 0.00% 203,315 $8.0M
23 Credit Agricole S A 0.00% 39,000 $1.5M
24 AlphaQuest LLC 0.00% 1,113 $51K
25 Brevan Howard Capital Management LP 0.00% 7,783 $306K
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 — Onity Group Inc (ONIT)

What does the Smart Money Trend signal show for ONIT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ONIT 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 ONIT?

More buyers than sellers — 60% buying: Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 43 were sellers (36 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ONIT holders?

Elite ownership — 43% AUM from top-100 funds: 36 of 118 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ONIT. 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 ONIT?

46% of holders stayed for 2+ years: 54 out of 118 hedge funds have held ONIT 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 Onity Group Inc (ONIT) following the 2026 Q1 hedge fund 13F filings?

As of today, ONIT has moved +7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +2.4%. Since the quarter end (March 31, 2026), ONIT has gained -3.3% 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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