Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PARNASSUS INCOME FDS (PRVS)

10 + Investors. Track Smart Money conviction in PRVS. 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
↓ -3
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — PRVS

Based on 10 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds reduced or closed their PRVS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 1.5Y peak

77% of all-time peak
10 funds currently hold this stock — 77% of the 1.5-year high of 13 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +233% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+233% 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 — 55% buying

6 buying5 selling
Last quarter: 6 funds bought or added vs 5 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 8 → 0. 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 — 70% entered in last year

0% conviction (2yr+) 30% medium 70% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~0 new funds/quarter

2 → 3 → 2 → 8 → 0 new funds/Q
New funds entering each quarter: 3 → 2 → 8 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

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

0% from top-100 AUM funds
0 of 10 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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 — PRVS

In 2026 Q1, 6 hedge funds were net buyers of PRVS (6 added to existing positions), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 10.

Hedge Fund Ownership: PRVS

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

Market Analysis: PRVS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRVS

-- --

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

Is It Too Late to Buy PARNASSUS INCOME FDS (PRVS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PRVS has moved relative to its sector benchmark (SPY) 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 · 52d ago
PRVS
+10.4%
SPY
+14.0%

PRVS outperformed SPY by -3.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
PRVS
+0.9%
SPY
+0.3%

Since the filing became public, PRVS outperformed SPY by +0.6% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PRVS
10 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 10 13 -23.08%
13F Shares 275K 126K 118.25%
Total Value $8M $4M 112.63%
New Positions 0 8 -8
Increased Positions 6 1 +5
Closed Positions 3 1 +2
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRVS

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Financial Highlights

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Institutional Holders (2026 Q1)

10 + investors

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

QUARTER:
Top 10 institutional holders of PRVS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quattro Advisors LLC 0.81% 34,051 $938K
2 HILL ISLAND FINANCIAL LLC 0.10% 15,356 $423K
3 Ethic Inc. 0.00% 11,439 $315K
4 Vise Technologies, Inc. 0.00% 8,688 $243K
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 77,520 $2.1M
6 Focus Partners Wealth 0.00% 95,861 $2.6M
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 28,116 $786K
8 HARBOUR INVESTMENTS, INC. 0.00% 2,126 $59K
9 OSAIC HOLDINGS, INC. 0.00% 790 $22K
10 BlackRock, Inc. 0.00% 1,544 $43K
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 — PARNASSUS INCOME FDS (PRVS)

What does the Smart Money Trend signal show for PRVS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PRVS 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 PRVS?

Slight buying edge — 55% buying: Last quarter: 6 funds bought or added vs 5 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 PRVS holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 10 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PRVS?

Mostly new holders — 70% entered in last year: Only 0 funds (0%) 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.

Is it too late to buy PARNASSUS INCOME FDS (PRVS) following the 2026 Q1 hedge fund 13F filings?

As of today, PRVS has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), PRVS has gained +10.4% vs +14.0% for SPY. 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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