Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

The Beauty Health Company (SKIN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — SKIN

Based on 112 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SKIN 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.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
112 funds currently hold this stock — 84% of the 3.0-year high of 133 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

60 buying58 selling
Last quarter: 60 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

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

new funds entering per quarter
Funds opening a new SKIN position: 14 → 28 → 18 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
54 out of 112 hedge funds have held SKIN 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 -2%, value -37%

Value
-37%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~24 new funds/quarter

13 → 14 → 28 → 18 → 24 new funds/Q
New funds entering each quarter: 14 → 28 → 18 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 115 holders: 69 (60%) are 2+ year veterans, 16 entered 1–2 years ago, and 30 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
34 of 111 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SKIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — SKIN

In 2026 Q1, 60 hedge funds were net buyers of SKIN (24 opened a new position, 36 added to an existing one), while 58 reduced or exited (37 trimmed, 21 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 43% of total institutional value in SKIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 112.

Hedge Fund Ownership: SKIN

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

Market Analysis: SKIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SKIN

-- --

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

Is It Too Late to Buy The Beauty Health Company (SKIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SKIN has moved relative to its sector benchmark (XLP) 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 · 80d ago
SKIN
nan%
XLP
nan%

SKIN outperformed XLP by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SKIN
nan%
XLP
nan%

Since the filing became public, SKIN outperformed XLP by nan% .

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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: SKIN
111 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 109 1.83%
13F Shares 82M 83M -1.97%
Total Value $73M $116M -37.18%
New Positions 23 18 +5
Increased Positions 32 32 -
Closed Positions 21 18 +3
Reduced Positions 37 39 -2
Total Calls 3 4 -25.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.25 Bullish

Statistics: SKIN

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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)

111 + investors

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

QUARTER:
Top 25 SKIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capricorn Fund Managers Ltd 2.69% 19,404,192 $17.3M
2 Silver Point Capital L.P. 0.11% 1,592,030 $1.4M
3 Glendon Capital Management LP 0.07% 636,954 $567K
4 Prescott Group Capital Management, L.L.C. 0.06% 639,185 $569K
5 Cohen Capital Management, Inc. 0.04% 277,915 $247K
6 Woodline Partners LP 0.02% 5,698,984 $5.1M
7 Knightsbridge Asset Management, LLC 0.02% 75,243 $105K
8 GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% 406,987 $362K
9 MTM Investment Management, LLC 0.01% 33,468 $30K
10 Bridgeway Capital Management, LLC 0.01% 473,232 $421K
11 Millennium Management LLC 0.00% 5,717,460 $5.1M
12 Jacobs Levy Equity Management, Inc 0.00% 343,559 $306K
13 XTX Topco Ltd 0.00% 77,988 $69K
14 Graham Capital Management, L.P. 0.00% 52,920 $47K
15 Board of Trustees of The Leland Stanford Junior University 0.00% 10,000 $9K
16 D. E. Shaw & Co., Inc. 0.00% 1,898,475 $1.7M
17 Cooper Financial Group 0.00% 10,238 $9K
18 Essential Partners LLC 0.00% 2,939 $3K
19 Fmr LLC 0.00% 17,183,231 $15.3M
20 Tower Research Capital LLC (TRC) 0.00% 29,428 $26K
21 Caprock Group, LLC 0.00% 30,000 $27K
22 Panagora Asset Management Inc 0.00% 158,952 $141K
23 Tudor Investment Corp Et Al 0.00% 301,277 $268K
24 UBS Group AG 0.00% 3,542,164 $3.2M
25 Diversified Trust Co 0.00% 27,628 $25K
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 — The Beauty Health Company (SKIN)

What does the Smart Money Trend signal show for SKIN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SKIN 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 SKIN?

Slight buying edge — 51% buying: Last quarter: 60 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SKIN holders?

Elite ownership — 43% AUM from top-100 funds: 34 of 111 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SKIN. 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 SKIN?

48% of holders stayed for 2+ years: 54 out of 112 hedge funds have held SKIN 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 The Beauty Health Company (SKIN) following the 2026 Q1 hedge fund 13F filings?

As of today, SKIN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLP sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SKIN has gained nan% vs nan% for XLP. 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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