Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SBC MED GROUP HLDGS INC COM (SBC)

41 + Investors. Track Smart Money conviction in SBC. 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
→ 0
Streak
1Q —
Buyers last Q
65%

Smart Money Signals — SBC

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
41 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 — +720% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+720% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 65% buying

28 buying15 selling
Last quarter: 28 funds were net buyers (7 opened a brand new position + 21 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 1 → 26 → 15 → 7. 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.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 5% medium 41% new
22 out of 41 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.
📊

Peak discovery — momentum slowing

2 → 1 → 26 → 15 → 7 new funds/Q
New funds entering each quarter: 1 → 26 → 15 → 7. SBC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 56% of holders stayed 2+ years

56% veterans 2% 1-2yr 41% new
Of 41 current holders: 23 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
17 of 41 holders are among the 100 largest funds by AUM, controlling 61% 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.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SBC
2026 Q1 Stats Unlock in 19 days 41 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 41 41 -
13F Shares 1M 795K 59.85%
Total Value $5M $3M 58.73%
New Positions 7 15 -8
Increased Positions 21 14 +7
Closed Positions 7 3 +4
Reduced Positions 8 7 +1
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 Q1)

41 + investors

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

Top 7 institutional holders of SBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Williams & Novak, LLC 0.05% 14,237 $63K
2 SBI Securities Co., Ltd. 0.01% 45,080 $188K
3 GAMMA Investing LLC 0.00% 387 $2K
4 Sterling Capital Management LLC 0.00% 352 $1K
5 Root Financial Partners, LLC 0.00% 9
6 Farther Finance Advisors, LLC 0.00% 2
7 IFP Advisors, Inc 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 — SBC MED GROUP HLDGS INC COM (SBC)

What does the Smart Money Trend signal show for SBC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SBC?

More buyers than sellers — 65% buying: Last quarter: 28 funds were net buyers (7 opened a brand new position + 21 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SBC holders?

Elite ownership — 61% AUM from top-100 funds: 17 of 41 holders are among the 100 largest funds by AUM, controlling 61% 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?

54% of holders stayed for 2+ years: 22 out of 41 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.

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.