Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rafael Hldgs Inc (RFL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — RFL

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RFL 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
41 funds currently hold this stock — 93% of the 3.0-year high of 44 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold RFL compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

22 buying16 selling
Last quarter: 22 funds bought or added vs 16 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
25 out of 41 hedge funds have held RFL 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.
💰

Value +371% but shares only +81% — price-driven

Value
+370%
Shares
+80%
Last quarter: the total dollar value of institutional holdings rose +371%, but actual share count only changed +81%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~10 new funds/quarter

13 → 7 → 3 → 5 → 10 new funds/Q
New funds entering each quarter: 7 → 3 → 5 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 43 holders: 30 (70%) are 2+ year veterans, 5 entered 1–2 years ago, and 8 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
15 of 41 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in RFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — RFL

In 2026 Q2, 22 hedge funds were net buyers of RFL (10 opened a new position, 12 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 42% of total institutional value in RFL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: RFL

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

Market Analysis: RFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RFL

-- --

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RFL
41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 37 10.81%
13F Shares 4M 2M 80.71%
Total Value $13M $3M 370.64%
New Positions 10 5 +5
Increased Positions 12 8 +4
Closed Positions 6 8 -2
Reduced Positions 8 11 -3
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RFL

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Financial Highlights

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Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:
Top 25 RFL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kahn Brothers Group Inc 0.01% 58,557 $73K
2 Wellington Shields Capital Management, LLC 0.01% 28,953 $95K
3 Advocate Investing Services LLC 0.00% 1,849 $6K
4 Americana Partners, LLC 0.00% 43,793 $144K
5 Ieq Capital, LLC 0.00% 164,963 $541K
6 PFS Partners, LLC 0.00% 1,450 $5K
7 NFSG Corp 0.00% 1,500 $5K
8 Renaissance Technologies LLC 0.00% 59,815 $196K
9 Cerity Partners LLC 0.00% 44,023 $144K
10 Vanguard Fiduciary Trust Co 0.00% 206,521 $677K
11 Vanguard Capital Management LLC 0.00% 1,365,997 $4.5M
12 Wealth Enhancement Advisory Services, LLC 0.00% 16,937 $38K
13 Wells Fargo & Company/Mn 0.00% 103,590 $340K
14 LPL Financial LLC 0.00% 55,770 $183K
15 Citadel Advisors LLC 0.00% 104,600 $343K
16 Point72 Asset Management, L.P. 0.00% 10,433 $34K
17 Tower Research Capital LLC (TRC) 0.00% 427 $1K
18 Jane Street Group, LLC 0.00% 112,720 $370K
19 Simplex Trading, LLC 0.00% 12,082 $40K
20 Osaic Holdings, INC. 0.00% 5,260 $17K
21 Integrated Wealth Concepts LLC 0.00% 1,199 $4K
22 BlackRock, Inc. 0.00% 390,068 $1.3M
23 Citadel Advisors LLC 0.00% 49,122 $161K
24 Susquehanna International Group, LLP 0.00% 70,673 $232K
25 Jane Street Group, LLC 0.00% 40,300 $132K
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 — Rafael Hldgs Inc (RFL)

What does the Smart Money Trend signal show for RFL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RFL 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 RFL?

Slight buying edge — 58% buying: Last quarter: 22 funds bought or added vs 16 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 RFL holders?

Elite ownership — 42% AUM from top-100 funds: 15 of 41 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in RFL. 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 RFL?

61% of holders stayed for 2+ years: 25 out of 41 hedge funds have held RFL 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.

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