Radian Group Inc (RDN) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Radian Group Inc (RDN) following the 2026 Q2 hedge fund 13F filings?

As of today, RDN has moved -5.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -1.4%. Since the quarter end (June 30, 2026), RDN gained -7.1% vs +4.2% 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.

Radian Group Inc (RDN)

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

Smart Money Signals — RDN

Based on 390 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added RDN 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

390 hedge funds hold RDN 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.

📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

224 buying163 selling

Last quarter: 224 funds bought or added vs 163 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.

➡️

Steady new buyers — ~66 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 58 → 52 → 63 → 66. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new

246 out of 390 hedge funds have held RDN 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

46 → 58 → 52 → 63 → 66 new funds/Q

New funds entering each quarter: 58 → 52 → 63 → 66. A growing number of institutions are discovering RDN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new

Entry-cohort mix of 392 holders: 264 (67%) are 2+ year veterans, 43 entered 1–2 years ago, and 85 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds

58 of 390 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in RDN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	388	375	3.47%
13F Shares	129M	122M	5.9%
Total Value	$4.50B	$3.79B	18.59%
New Positions	66	63	+3
Increased Positions	156	149	+7
Closed Positions	53	60	-7
Reduced Positions	112	113	-1
Total Calls	2	2	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

388

375

3.47%

13F Shares

129M

122M

5.9%

Total Value

$4.50B

$3.79B

18.59%

New Positions

Increased Positions

156

149

Closed Positions

-7

Reduced Positions

112

113

-1

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q2)

388 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 RDN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bruni J V & Co /Co	5.42%	1,575,667	$59.4M
2	Aegis Financial Corp	4.86%	817,512	$30.8M
3	New Vernon Investment Management LLC	4.15%	90,031	$3.4M
4	Donald Smith & CO., INC.	2.89%	4,329,811	$163.1M
5	Westport Asset Management Inc	2.01%	130,371	$4.9M
6	Skba Capital Management LLC	1.88%	303,200	$11.4M
7	EMG Holdings, L.P.	1.50%	50,000	$1.9M
8	Cander Asset Management LP	1.39%	198,774	$7.5M
9	Interval Partners, LP	0.51%	520,558	$19.6M
10	River Road Asset Management, LLC	0.45%	1,081,337	$40.7M
11	Miller Financial Services LLC	0.44%	14,400	$542K
12	VIRGINIA RETIREMENT SYSTEMS ET Al	0.27%	1,209,272	$45.6M
13	Entrust Financial LLC	0.26%	10,760	$405K
14	Park Capital Management, LLC / WI	0.24%	10,781	$406K
15	RBF Capital, LLC	0.23%	150,000	$5.7M
16	Fuller & Thaler Asset Management, INC.	0.21%	2,001,659	$75.4M
17	Fieldview Capital Management, LLC	0.20%	18,849	$710K
18	Corus Family Wealth Advisors	0.20%	7,794	$294K
19	Nfj Investment Group, LLC	0.20%	155,984	$5.9M
20	Annis Gardner Whiting Capital Advisors, LLC	0.20%	34,808	$1.3M
21	Denali Advisors LLC	0.18%	48,600	$1.8M
22	Daytona Street Capital LLC	0.16%	6,000	$226K
23	Impact Investors, Inc	0.16%	5,736	$216K
24	Polar Capital Holdings Plc	0.15%	1,660,000	$62.5M
25	James Investment Research, INC.	0.14%	37,164	$1.4M

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 — Radian Group Inc (RDN)

What does the Smart Money Trend signal show for RDN?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added RDN 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 RDN?

Slight buying edge — 58% buying: Last quarter: 224 funds bought or added vs 163 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 RDN holders?

Elite ownership — 58% AUM from top-100 funds: 58 of 390 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in RDN. 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 RDN?

63% of holders stayed for 2+ years: 246 out of 390 hedge funds have held RDN 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 Radian Group Inc (RDN) following the 2026 Q2 hedge fund 13F filings?

As of today, RDN has moved -5.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -1.4%. Since the quarter end (June 30, 2026), RDN has gained -7.1% vs +4.2% 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.

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Radian Group Inc (RDN)

Smart Money Signals — RDN

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~66 new funds per quarter

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 22% newcomers

Elite ownership — 58% AUM from top-100 funds

Institutional Sentiment Summary — RDN

Hedge Fund Ownership: RDN

Market Analysis: RDN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RDN

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

Hedge Fund Positioning: RDN

Statistics: RDN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Radian Group Inc (RDN)

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