Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sbc Med Group Hldgs Inc (SBC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
79%

Smart Money Signals — SBC

Based on 58 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SBC 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
58 hedge funds hold SBC 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.
🚀

Fast accumulation — +93% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+93% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 79% buying

48 buying13 selling
Last quarter: 48 funds were net buyers (16 opened a brand new position + 32 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SBC position: 15 → 7 → 10 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 24% medium ■ 36% new
23 out of 58 hedge funds have held SBC 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.
💎

Buying through price weakness — shares +223%, value +140%

Value
+140%
Shares
+223%
Last quarter: funds added +223% more shares while total portfolio value only changed +140%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

26 → 15 → 7 → 10 → 16 new funds/Q
New funds entering each quarter: 15 → 7 → 10 → 16. A growing number of institutions are discovering SBC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 55% of holders entered in last year

■ 41% veterans ■ 3% 1-2yr ■ 55% new
Of 58 current holders: 32 (55%) entered in the past year, only 24 (41%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
24 of 58 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SBC

In 2026 Q2, 48 hedge funds were net buyers of SBC (16 opened a new position, 32 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in SBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 58.

Hedge Fund Ownership: SBC

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

Market Analysis: SBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBC

-- --

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

Is It Too Late to Buy Sbc Med Group Hldgs Inc (SBC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBC has moved relative to its sector benchmark (XLI) since the 2026 Q2 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 June 30, 2026 · 86d ago
SBC
+64.0%
XLI
-7.9%

SBC outperformed XLI by +71.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 41d ago
SBC
+38.0%
XLI
-8.6%

Since the filing became public, SBC outperformed XLI by +46.6% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SBC
57 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 57 48 18.75%
13F Shares 4M 1M 223.31%
Total Value $13M $6M 137.32%
New Positions 16 10 +6
Increased Positions 32 14 +18
Closed Positions 7 4 +3
Reduced Positions 6 16 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

57 + investors

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

QUARTER:
Top 25 SBC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lumbard & Kellner, LLC 1.61% 1,727,208 $5.3M
2 Williams & Novak Wealth Management, LLC 0.04% 18,686 $58K
3 Hillsdale Investment Management Inc. 0.01% 124,800 $384K
4 Central Pacific Bank - Trust Division 0.01% 24,000 $74K
5 Two Sigma Securities, LLC 0.01% 21,487 $66K
6 Abel Hall, LLC 0.01% 10,607 $33K
7 SBI Securities Co., Ltd. 0.00% 49,437 $152K
8 Segall Bryant & Hamill, LLC 0.00% 81,307 $250K
9 Tower Research Capital LLC (TRC) 0.00% 3,901 $12K
10 Mariner, LLC 0.00% 33,747 $104K
11 New York State Common Retirement Fund 0.00% 17,000 $52K
12 Citadel Advisors LLC 0.00% 144,718 $446K
13 Nisa Investment Advisors, LLC 0.00% 5,000 $15K
14 Ameritas Investment Partners, Inc. 0.00% 577 $2K
15 Vanguard Fiduciary Trust Co 0.00% 66,281 $204K
16 BlackRock, Inc. 0.00% 924,002 $2.8M
17 Essential Partners LLC 0.00% 26 —
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 8,861 $27K
19 Aqr Capital Management LLC 0.00% 24,098 $74K
20 Rhumbline Advisers 0.00% 10,731 $33K
21 Sterling Capital Management LLC 0.00% 350 $1K
22 Vanguard Portfolio Management LLC 0.00% 128,295 $395K
23 Deutsche Bank Ag\ 0.00% 18,783 $58K
24 Russell Investments Group, Ltd. 0.00% 4,329 $13K
25 Citigroup Inc 0.00% 8,930 $28K
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 — Sbc Med Group Hldgs Inc (SBC)

What does the Smart Money Trend signal show for SBC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SBC 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 SBC?

More buyers than sellers — 79% buying: Last quarter: 48 funds were net buyers (16 opened a brand new position + 32 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SBC holders?

Elite ownership — 44% AUM from top-100 funds: 24 of 58 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SBC. 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 SBC?

40% of holders stayed for 2+ years: 23 out of 58 hedge funds have held SBC 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 Sbc Med Group Hldgs Inc (SBC) following the 2026 Q2 hedge fund 13F filings?

As of today, SBC has moved +38.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -8.6% for the XLI sector ETF — an outperformance of +46.6%. Since the quarter end (June 30, 2026), SBC has gained +64.0% vs -7.9% for XLI. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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