Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESTMENT MANAGERS SER TR I (SARK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
38%

Smart Money Signals — SARK

Based on 16 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their SARK 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 — 76% of 1.8Y peak

76% of all-time peak
16 funds currently hold this stock — 76% of the 1.8-year high of 21 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

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

Heavy selling pressure — only 38% buying

8 buying13 selling
Last quarter: 13 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 11 → 4. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 44% entered in last year

12% conviction (2yr+) 44% medium 44% new
Only 2 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~4 new funds/quarter

9 → 5 → 10 → 11 → 4 new funds/Q
New funds entering each quarter: 5 → 10 → 11 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 56% of holders entered in last year

0% veterans 44% 1-2yr 56% new
Of 18 current holders: 10 (56%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
6 of 16 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SARK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SARK

In 2026 Q1, 8 hedge funds were net buyers of SARK (4 opened a new position, 4 added to an existing one), while 13 reduced or exited (5 trimmed, 8 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 46% of total institutional value in SARK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 16.

Hedge Fund Ownership: SARK

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

Market Analysis: SARK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SARK

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

Is It Too Late to Buy INVESTMENT MANAGERS SER TR I (SARK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SARK has moved relative to its sector benchmark (SPY) 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 · 62d ago
SARK
-18.8%
SPY
+16.3%

SARK outperformed SPY by -35.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 17d ago
SARK
-8.7%
SPY
+2.3%

Since the filing became public, SARK outperformed SPY by -11.0% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SARK
16 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 16 20 -20.0%
13F Shares 421K 538K -21.65%
Total Value $14M $16M -14.14%
New Positions 4 11 -7
Increased Positions 4 2 +2
Closed Positions 8 12 -4
Reduced Positions 5 1 +4
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SARK

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Institutional Holders (2026 Q1)

16 + investors

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

QUARTER:
Top 18 institutional holders of SARK — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gunderson Capital Management LLC 0.98% 70,992 $2.4M
2 BRASADA CAPITAL MANAGEMENT, LP 0.09% 15,000 $497K
3 CARDIFF PARK ADVISORS, LLC 0.03% 10,000 $331K
4 Private Advisor Group, LLC 0.02% 113,641 $3.8M
5 Glassman Wealth Services 0.01% 1,300 $43K
6 Redwood Park Advisors LLC 0.00% 106 $4K
7 HOEY INVESTMENTS, INC 0.00% 333 $11K
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 173,623 $5.8M
9 Belvedere Trading LLC 0.00% 10,200 $338K
10 Belvedere Trading LLC 0.00% 5,200 $172K
11 Tower Research Capital LLC (TRC) 0.00% 100 $3K
12 Optiver Holding B.V. 0.00% 4,924 $163K
13 CITADEL ADVISORS LLC 0.00% 9,100 $302K
14 CITADEL ADVISORS LLC 0.00% 6,400 $212K
15 GROUP ONE TRADING LLC 0.00% 115 $4K
16 SIMPLEX TRADING, LLC 0.00% 178 $6K
17 BNP PARIBAS FINANCIAL MARKETS 0.00% 128 $4K
18 MORGAN STANLEY 0.00% 1
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 — INVESTMENT MANAGERS SER TR I (SARK)

What does the Smart Money Trend signal show for SARK?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SARK 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 SARK?

Heavy selling pressure — only 38% buying: Last quarter: 13 funds sold vs only 8 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 SARK holders?

Elite ownership — 46% AUM from top-100 funds: 6 of 16 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SARK. 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 SARK?

Mostly new holders — 44% entered in last year: Only 2 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy INVESTMENT MANAGERS SER TR I (SARK) following the 2026 Q1 hedge fund 13F filings?

As of today, SARK has moved -8.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the SPY sector ETF — an outperformance of -11.0%. Since the quarter end (March 31, 2026), SARK has gained -18.8% vs +16.3% for SPY. 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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