Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

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

66 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — RHHBY

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RHHBY 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 — 85% of 3.0Y peak

85% of all-time peak
66 funds currently hold this stock — 85% 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 (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 39% buying

26 buying40 selling
Last quarter: 40 funds sold vs only 26 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 14 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
41 out of 66 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

11 → 10 → 9 → 14 → 13 new funds/Q
New funds entering each quarter: 10 → 9 → 14 → 13. A growing number of institutions are discovering RHHBY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 66 holders: 44 (67%) are 2+ year veterans, 8 entered 1–2 years ago, and 14 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
2 of 66 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 26 hedge funds were net buyers of RHHBY (13 opened a new position, 13 added to an existing one), while 40 reduced or exited (20 trimmed, 20 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 66.

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

-- --

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

Is It Too Late to Buy Roche Hldg Ltd Fsponsored Adr 1 Adr Re 0.125 Ord Shs (RHHBY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RHHBY has moved relative to its sector benchmark (XLV) 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 · 78d ago
RHHBY
+3.7%
XLV
+3.6%

RHHBY outperformed XLV by +0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
RHHBY
+0.9%
XLV
+4.6%

Since the filing became public, RHHBY outperformed XLV by -3.7% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: RHHBY
66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 73 -9.59%
13F Shares 6M 6M -6.62%
Total Value $252M $308M -18.24%
New Positions 13 14 -1
Increased Positions 13 15 -2
Closed Positions 20 7 +13
Reduced Positions 20 20 -
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 Q1)

66 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saratoga Research & Investment Management 3.64% 1,291,630 $64.2M
2 Altrius Capital Management Inc 1.75% 176,959 $8.8M
3 Patrick Mauro Investment Advisor, INC. 1.14% 45,578 $2.3M
4 Boston Common Asset Management, LLC 1.03% 322,354 $16.0M
5 Minot DeBlois Advisors LLC 0.88% 19,436 $966K
6 Opal Capital LLC 0.79% 89,483 $4.4M
7 Puzo Michael J 0.35% 23,950 $1.2M
8 Verity Asset Management, Inc. 0.32% 15,172 $754K
9 Wallington Asset Management, LLC 0.27% 40,264 $2.0M
10 Aristotle Capital Management, LLC 0.21% 2,063,885 $102.1M
11 Old National Bancorp /In/ 0.21% 257,854 $12.6M
12 Fca Corp /Tx 0.17% 12,000 $597K
13 Enterprise Financial Services Corp 0.14% 5,576 $277K
14 Canopy Partners, LLC 0.13% 7,700 $383K
15 Sky Investment Group LLC 0.12% 14,024 $697K
16 Curat Global, LLC 0.08% 1,625 $80K
17 Kornitzer Capital Management Inc /Ks 0.07% 61,873 $3.0M
18 Archer Investment Corp 0.06% 5,598 $278K
19 GAMMA Investing LLC 0.06% 25,390 $1.3M
20 Sterling Capital Management LLC 0.06% 62,962 $3.1M
21 North Star Asset Management Inc 0.06% 26,305 $1.3M
22 Leo H. Evart, Inc. 0.06% 1,300 $65K
23 Diversified Trust Co 0.05% 59,375 $2.9M
24 Associated Banc-Corp 0.04% 33,295 $1.6M
25 Huntington National Bank 0.03% 122,990 $6.0M
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?

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

Heavy selling pressure — only 39% buying: Last quarter: 40 funds sold vs only 26 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for RHHBY holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 66 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RHHBY?

62% of holders stayed for 2+ years: 41 out of 66 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.

Is it too late to buy Roche Hldg Ltd Fsponsored Adr 1 Adr Re 0.125 Ord Shs (RHHBY) following the 2026 Q1 hedge fund 13F filings?

As of today, RHHBY has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.6% for the XLV sector ETF — an outperformance of -3.7%. Since the quarter end (March 31, 2026), RHHBY has gained +3.7% vs +3.6% for XLV. 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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