Shoulder Innovations Inc (SI) Hedge Fund Ownership (Q2 2026)

Shoulder Innovations Inc (SI)

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

Smart Money Signals — SI

Based on 72 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added SI 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

72 hedge funds hold SI 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 — +7100% more funds vs a year ago

fund count last 6Q

+71 new funds entered over the past year (+7100% 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 — 74% buying

56 buying20 selling

Last quarter: 56 funds were net buyers (26 opened a brand new position + 30 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new SI position: 41 → 12 → 16 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 61% entered in last year

■ 1% conviction (2yr+) ■ 38% medium ■ 61% new

Only 1 funds (1%) 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.

💰

Value +56% but shares only +11% — price-driven

Value

+56%

+11%

Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

0 → 41 → 12 → 16 → 26 new funds/Q

New funds entering each quarter: 41 → 12 → 16 → 26. SI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new

Of 72 current holders: 70 (97%) entered in the past year, only 2 (3%) 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 — 64% AUM from top-100 funds

64% from top-100 AUM funds

25 of 72 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	71	56	26.79%
13F Shares	8M	7M	10.97%
Total Value	$163M	$104M	55.83%
New Positions	26	16	+10
Increased Positions	29	23	+6
Closed Positions	11	9	+2
Reduced Positions	10	8	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

26.79%

13F Shares

10.97%

Total Value

$163M

$104M

55.83%

New Positions

+10

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

71 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sectoral Asset Management Inc	6.09%	430,407	$8.7M
2	CM Management, LLC	1.87%	145,000	$2.9M
3	Roubaix Capital, LLC	1.86%	255,288	$5.2M
4	KCM Capital Inc	0.98%	300,000	$6.1M
5	Parkman Healthcare Partners LLC	0.47%	226,212	$4.6M
6	Informed Momentum Co LLC	0.10%	57,998	$1.2M
7	Driehaus Capital Management LLC	0.03%	253,760	$5.1M
8	Readystate Asset Management LP	0.03%	39,431	$800K
9	Armstrong Advisory Group, Inc	0.02%	17,290	$351K
10	Walleye Capital LLC	0.01%	86,155	$1.7M
11	China Universal Asset Management Co., Ltd.	0.01%	5,000	$101K
12	Schonfeld Strategic Advisors LLC	0.01%	77,737	$1.6M
13	King Luther Capital Management Corp	0.00%	52,350	$1.1M
14	Compass Financial Management LLC	0.00%	1,472	$30K
15	Blue Trust, Inc.	0.00%	15,719	$319K
16	Fmr LLC	0.00%	3,673,960	$74.5M
17	HighTower Advisors, LLC	0.00%	102,640	$2.1M
18	Squarepoint Ops LLC	0.00%	44,159	$896K
19	Marshall Wace, LLP	0.00%	38,667	$784K
20	Sei Investments Co	0.00%	34,350	$697K
21	MetLife Investment Management, LLC	0.00%	6,130	$124K
22	Ameritas Investment Partners, Inc.	0.00%	954	$19K
23	Point72 Asset Management, L.P.	0.00%	22,920	$465K
24	Tower Research Capital LLC (TRC)	0.00%	892	$18K
25	Los Angeles Capital Management LLC	0.00%	5,847	$119K

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 — Shoulder Innovations Inc (SI)

What does the Smart Money Trend signal show for SI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SI 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 SI?

More buyers than sellers — 74% buying: Last quarter: 56 funds were net buyers (26 opened a brand new position + 30 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SI holders?

Elite ownership — 64% AUM from top-100 funds: 25 of 72 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SI. 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 SI?

Mostly new holders — 61% entered in last year: Only 1 funds (1%) 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.

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Shoulder Innovations Inc (SI)

Smart Money Signals — SI

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +7100% more funds vs a year ago

More buyers than sellers — 74% buying

More new buyers each quarter (+10 vs last Q)

Mostly new holders — 61% entered in last year

Value +56% but shares only +11% — price-driven

Peak discovery — momentum slowing

Early stage — 97% of holders entered in last year

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — SI

Hedge Fund Ownership: SI

Market Analysis: SI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SI

Hedge Fund Positioning: SI

Statistics: SI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Shoulder Innovations Inc (SI)

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