Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

HORIZON FDS (SFTY)

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

Net Flow Q/Q

↓ -2

Streak

1Q ▼

Buyers last Q

25%

Smart Money Signals — SFTY

Based on 2 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds reduced or closed their SFTY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 50% of 0.5Y high

50% of all-time peak

Only 2 funds hold SFTY today versus a peak of 4 funds at 2025 Q3 — just 50% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

🔴

Heavy selling pressure — only 25% buying

1 buying3 selling

Last quarter: 3 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 2 current holders: 2 (100%) 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 — 100% AUM from top-100 funds

100% from top-100 AUM funds

1 of 2 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in SFTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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: SFTY

How many hedge funds hold SFTY — quarterly history vs. share price

Quarterly hedge fund ownership of SFTY vs. share price

Stock Performance

Real-time

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

0.1

/ 10

conviction

Hedge Fund Positioning: SFTY

2026 Q1 Stats Unlock in 17 days 2 + Investors

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

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	2	4	-50.0%
13F Shares	12M	12M	-1.93%
Total Value	$338M	$336M	0.46%
New Positions	0	4	-4
Increased Positions	1	0	+1
Closed Positions	2	0	+2
Reduced Positions	1	0	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: SFTY

Valuation Measures Data as of: --

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Financial Highlights

Profitability

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Income Statement & Cash Flow

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Institutional Holders (2026 Q1)

2 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 2 institutional holders of SFTY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Brookstone Capital Management	0.00%	13,548	$366K
2	Cambridge Investment Research Advisors, Inc.	0.00%	29,637	—

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 — HORIZON FDS (SFTY)

What does the Smart Money Trend signal show for SFTY?

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

Heavy selling pressure — only 25% buying: Last quarter: 3 funds sold vs only 1 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 SFTY holders?

Elite ownership — 100% AUM from top-100 funds: 1 of 2 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in SFTY. 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 SFTY?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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.

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.