Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRUDENTIAL PLC (PUK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
4Q ▲
Buyers last Q
67%

Smart Money Signals — PUK

Based on 237 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added PUK 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
237 hedge funds hold PUK 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 — +49% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+49% 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 — 67% buying

160 buying79 selling
Last quarter: 160 funds were net buyers (57 opened a brand new position + 103 added to an existing one). Only 79 were sellers (50 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new PUK position: 50 → 37 → 34 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 24% new
129 out of 237 hedge funds have held PUK 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 — ~57 new funds/quarter

28 → 50 → 37 → 34 → 57 new funds/Q
New funds entering each quarter: 50 → 37 → 34 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 9% 1-2yr ■ 30% new
Of 237 current holders: 145 (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 — 74% AUM from top-100 funds

74% from top-100 AUM funds
25 of 237 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in PUK. 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.

Hedge Fund Ownership: PUK

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

Market Analysis: PUK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PUK

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PUK
2026 Q1 Stats Unlock in 22 days 237 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 237 210 12.86%
13F Shares 33M 31M 7.51%
Total Value $1.04B $867M 20.36%
New Positions 57 34 +23
Increased Positions 104 95 +9
Closed Positions 29 23 +6
Reduced Positions 50 56 -6
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PUK

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

237 + investors

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

Top 25 institutional holders of PUK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy Wealth Asset Management, LLC 0.19% 27,314 $777K
2 Gradient Investments LLC 0.08% 172,573 $4.9M
3 Naviter Wealth, LLC 0.07% 18,389 $530K
4 QRG CAPITAL MANAGEMENT, INC. 0.06% 192,203 $5.5M
5 Versant Capital Management, Inc 0.05% 18,892 $537K
6 Aaron Wealth Advisors LLC 0.04% 25,856 $735K
7 PAX Financial Group, LLC 0.04% 7,690 $219K
8 Ethic Inc. 0.03% 61,411 $1.7M
9 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% 71,915 $2.0M
10 RITHOLTZ WEALTH MANAGEMENT 0.02% 42,012 $1.2M
11 Trust Point Inc. 0.02% 7,289 $207K
12 PDS Planning, Inc 0.02% 9,551 $272K
13 Venturi Wealth Management, LLC 0.02% 12,888 $366K
14 Vise Technologies, Inc. 0.01% 22,745 $708K
15 SIGNATUREFD, LLC 0.01% 29,927 $851K
16 GAMMA Investing LLC 0.01% 9,703 $276K
17 Sterling Capital Management LLC 0.01% 17,415 $495K
18 DAVENPORT & Co LLC 0.01% 58,624 $1.7M
19 PARK AVENUE SECURITIES LLC 0.01% 30,448 —
20 Ares Financial Consulting, LLC 0.01% 262 $8K
21 True Wealth Design, LLC 0.01% 694 $20K
22 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 14,195 $404K
23 Retirement Wealth Solutions LLC 0.00% 246 $7K
24 Concurrent Investment Advisors, LLC 0.00% 13,198 $375K
25 Merit Financial Group, LLC 0.00% 19,156 $545K
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 — PRUDENTIAL PLC (PUK)

What does the Smart Money Trend signal show for PUK?

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

More buyers than sellers — 67% buying: Last quarter: 160 funds were net buyers (57 opened a brand new position + 103 added to an existing one). Only 79 were sellers (50 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PUK holders?

Elite ownership — 74% AUM from top-100 funds: 25 of 237 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in PUK. 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 PUK?

54% of holders stayed for 2+ years: 129 out of 237 hedge funds have held PUK 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.

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.