Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Roche Hldg Ltd Fsponsored Adr 1 Adr Re 0.125 Ord Shs (RHHBY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — RHHBY

Based on 71 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 RHHBY 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 — 91% of 3.0Y peak

91% of all-time peak
71 funds currently hold this stock — 91% of the 3.0-year high of 78 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RHHBY is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

31 buying26 selling
Last quarter: 31 funds bought or added vs 26 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 — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 14 → 13 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 13% medium ■ 31% new
40 out of 71 hedge funds have held RHHBY 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

10 → 9 → 14 → 13 → 16 new funds/Q
New funds entering each quarter: 9 → 14 → 13 → 16. A growing number of institutions are discovering RHHBY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 30% newcomers

■ 62% veterans ■ 8% 1-2yr ■ 30% new
Entry-cohort mix of 71 holders: 44 (62%) are 2+ year veterans, 6 entered 1–2 years ago, and 21 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
2 of 71 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — RHHBY

In 2026 Q2, 31 hedge funds were net buyers of RHHBY (16 opened a new position, 15 added to an existing one), while 26 reduced or exited (15 trimmed, 11 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: RHHBY

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

Market Analysis: RHHBY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RHHBY

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

Loading signal freshness…
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
1.2
/ 10
conviction
Hedge Fund Positioning: RHHBY
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 66 6.06%
13F Shares 5M 6M -2.1%
Total Value $251M $252M -0.32%
New Positions 15 13 +2
Increased Positions 15 13 +2
Closed Positions 11 20 -9
Reduced Positions 15 20 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RHHBY

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Institutional Holders (2026 Q2)

70 + investors

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

QUARTER:
Top 25 RHHBY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saratoga Research & Investment Management 3.34% 1,188,687 $61.0M
2 Altrius Capital Management Inc 1.86% 190,302 $9.8M
3 Boston Common Asset Management, LLC 0.91% 300,155 $15.4M
4 Minot DeBlois Advisors LLC 0.86% 19,436 $998K
5 Verity Asset Management, Inc. 0.34% 17,742 $911K
6 Puzo Michael J 0.32% 23,940 $1.2M
7 Old National Bancorp /In/ 0.30% 287,612 $14.8M
8 Moran Wealth Management, LLC 0.24% 173,426 $8.9M
9 Wallington Asset Management, LLC 0.24% 37,709 $1.9M
10 Aristotle Capital Management, LLC 0.21% 1,970,729 $101.3M
11 Fca Corp /Tx 0.15% 12,000 $616K
12 Renasant Bank 0.13% 4,072 $210K
13 Enterprise Financial Services Corp 0.12% 5,800 $298K
14 Canopy Partners, LLC 0.12% 7,644 $393K
15 Albert D Mason Inc 0.12% 4,031 $207K
16 Sky Investment Group LLC 0.11% 13,504 $693K
17 Kornitzer Capital Management Inc /Ks 0.07% 61,873 $3.2M
18 Archer Investment Corp 0.06% 5,598 $287K
19 GAMMA Investing LLC 0.06% 29,015 $1.5M
20 North Star Asset Management Inc 0.05% 26,305 $1.4M
21 Sterling Capital Management LLC 0.05% 60,290 $3.1M
22 Leo H. Evart, Inc. 0.05% 1,300 $67K
23 Diversified Trust Co 0.05% 59,405 $3.1M
24 Associated Banc-Corp 0.04% 33,295 $1.7M
25 Huntington National Bank 0.03% 117,499 $6.1M
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 — Roche Hldg Ltd Fsponsored Adr 1 Adr Re 0.125 Ord Shs (RHHBY)

What does the Smart Money Trend signal show for RHHBY?

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

Slight buying edge — 54% buying: Last quarter: 31 funds bought or added vs 26 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 RHHBY holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 71 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RHHBY?

56% of holders stayed for 2+ years: 40 out of 71 hedge funds have held RHHBY 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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