Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Silence Therapeutics plc (SLN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — SLN

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SLN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
55 funds currently hold this stock — 79% of the 3.0-year high of 70 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold SLN compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 61% buying

30 buying19 selling
Last quarter: 30 funds were net buyers (6 opened a brand new position + 24 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 6 → 13 → 6. 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.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 33% medium ■ 20% new
26 out of 55 hedge funds have held SLN 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 +10%, value -92%

Value
-91%
Shares
+10%
Last quarter: funds added +10% more shares while total portfolio value only changed -92%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

6 → 11 → 6 → 13 → 6 new funds/Q
New funds entering each quarter: 11 → 6 → 13 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 33% newcomers

■ 40% veterans ■ 28% 1-2yr ■ 33% new
Entry-cohort mix of 58 holders: 23 (40%) are 2+ year veterans, 16 entered 1–2 years ago, and 19 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
18 of 55 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — SLN

In 2026 Q1, 30 hedge funds were net buyers of SLN (6 opened a new position, 24 added to an existing one), while 19 reduced or exited (12 trimmed, 7 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 55.

Hedge Fund Ownership: SLN

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

Market Analysis: SLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SLN

-- --

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

Is It Too Late to Buy Silence Therapeutics plc (SLN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SLN has moved relative to its sector benchmark (XLV) 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 · 79d ago
SLN
+28.3%
XLV
+2.8%

SLN outperformed XLV by +25.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SLN
+10.8%
XLV
+3.9%

Since the filing became public, SLN outperformed XLV by +6.9% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SLN
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 56 -1.79%
13F Shares 20M 18M 10.15%
Total Value $101M $1.23B -91.8%
New Positions 6 13 -7
Increased Positions 24 15 +9
Closed Positions 7 11 -4
Reduced Positions 10 16 -6
Total Calls 1 0 100%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: SLN

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Valuation Measures Data as of: --

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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 SLN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Great Point Partners LLC 1.24% 1,020,489 $5.4M
2 M28 Capital Management LP 0.99% 101,203 $533K
3 Redmile Group, LLC 0.76% 2,164,777 $11.4M
4 Ishara Investments LP 0.70% 140,500 $740K
5 5AM Venture Management, LLC 0.70% 476,200 $2.5M
6 Tetragon Partners GP Ltd 0.64% 630,161 $3.3M
7 TCG Crossover Management, LLC 0.46% 3,033,560 $16.0M
8 Siren, L.L.C. 0.43% 2,911,438 $15.3M
9 Nantahala Capital Management, LLC 0.42% 2,146,731 $11.3M
10 Nextech Invest, Ltd. 0.35% 952,400 $5.0M
11 Jones Hill Capital LP 0.34% 301,604 $1.6M
12 Seven Fleet Capital Management LP 0.26% 156,759 $826K
13 Ikarian Capital, LLC 0.14% 865,784 $1.7M
14 ADAR1 Capital Management, LLC 0.05% 172,157 $907K
15 Boothbay Fund Management, LLC 0.01% 209,088 $1.1M
16 XTX Topco Ltd 0.01% 106,002 $559K
17 Dynamic Technology Lab Private Ltd 0.01% 10,490 $55K
18 China Universal Asset Management Co., Ltd. 0.00% 8,335 $44K
19 Millennium Management LLC 0.00% 1,074,191 $5.7M
20 GAMMA Investing LLC 0.00% 9,365 $49K
21 Citadel Advisors LLC 0.00% 1,234,807 $6.5M
22 Marshall Wace, LLP 0.00% 169,616 $894K
23 Point72 Asset Management, L.P. 0.00% 119,711 $631K
24 Qube Research & Technologies Ltd 0.00% 104,555 $551K
25 Squarepoint Ops LLC 0.00% 89,469 $472K
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 — Silence Therapeutics plc (SLN)

What does the Smart Money Trend signal show for SLN?

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

More buyers than sellers — 61% buying: Last quarter: 30 funds were net buyers (6 opened a brand new position + 24 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SLN holders?

Smaller funds dominant — 18% AUM from top-100: 18 of 55 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SLN?

47% of holders stayed for 2+ years: 26 out of 55 hedge funds have held SLN 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 Silence Therapeutics plc (SLN) following the 2026 Q1 hedge fund 13F filings?

As of today, SLN has moved +10.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +6.9%. Since the quarter end (March 31, 2026), SLN has gained +28.3% vs +2.8% for XLV. 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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