Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Silence Therapeutics plc (SLN)

72 + 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
↑ +17
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — SLN

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

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SLN 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 SLN 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 — +29% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+29% 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 — 62% buying

42 buying26 selling
Last quarter: 42 funds were net buyers (22 opened a brand new position + 20 added to an existing one). Only 26 were sellers (21 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new SLN position: 6 → 14 → 6 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 33% new

■ 38% conviction (2yr+) ■ 29% medium ■ 33% new
Of the 72 current holders: 27 (38%) held >2 years, 21 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +143% but shares only +15% — price-driven

Value
+143%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +143%, but actual share count only changed +15%. 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.
📈

Growing discovery — still being found

11 → 6 → 14 → 6 → 22 new funds/Q
New funds entering each quarter: 6 → 14 → 6 → 22. A growing number of institutions are discovering SLN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 42% veterans vs 40% newcomers

■ 42% veterans ■ 18% 1-2yr ■ 40% new
Entry-cohort mix of 77 holders: 32 (42%) are 2+ year veterans, 14 entered 1–2 years ago, and 31 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
19 of 72 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — SLN

In 2026 Q2, 42 hedge funds were net buyers of SLN (22 opened a new position, 20 added to an existing one), while 26 reduced or exited (21 trimmed, 5 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 20% of total institutional value in SLN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 72.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: SLN
72 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 72 55 30.91%
13F Shares 23M 20M 14.83%
Total Value $246M $101M 143.39%
New Positions 22 6 +16
Increased Positions 20 24 -4
Closed Positions 5 8 -3
Reduced Positions 18 10 +8
Total Calls 4 1 300.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.25 2.0 Bullish

Statistics: SLN

View More

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 Q2)

72 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 M28 Capital Management LP 2.36% 101,203 $1.1M
2 5AM Venture Management, LLC 1.82% 476,200 $5.2M
3 Redmile Group, LLC 1.60% 2,164,777 $23.8M
4 Tetragon Partners GP Ltd 1.32% 764,256 $8.4M
5 Propel Bio Management, LLC 1.10% 191,733 $2.1M
6 Great Point Partners LLC 0.93% 450,000 $4.9M
7 TCG Crossover Management, LLC 0.80% 3,033,560 $33.3M
8 Siren, L.L.C. 0.74% 3,311,438 $36.4M
9 Tetragon Partners GP Ltd 0.52% 300,000 $3.3M
10 Nextech Invest Ltd. 0.50% 952,400 $10.5M
11 Nantahala Capital Management, LLC 0.49% 1,346,731 $14.8M
12 Birchview Capital, LP 0.37% 71,218 $782K
13 Soleus Capital Management, L.P. 0.24% 630,000 $6.9M
14 Verdad Advisers, LP 0.21% 20,400 $224K
15 Scientech Research LLC 0.17% 19,133 $210K
16 ADAR1 Capital Management, LLC 0.17% 338,373 $3.7M
17 Seven Fleet Capital Management LP 0.11% 60,107 $660K
18 SummitTX Capital, L.P. 0.09% 326,648 $3.6M
19 Persistent Asset Partners Ltd 0.05% 15,170 $167K
20 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.04% 16,334 $179K
21 Boothbay Fund Management, LLC 0.03% 198,347 $2.2M
22 XTX Topco Ltd 0.02% 107,579 $1.2M
23 Caption Management, LLC 0.02% 297,900 $3.3M
24 Axq Capital, LP 0.02% 12,566 $138K
25 Quadrature Capital Ltd 0.01% 118,129 $1.3M
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?

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

More buyers than sellers — 62% buying: Last quarter: 42 funds were net buyers (22 opened a brand new position + 20 added to an existing one). Only 26 were sellers (21 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SLN holders?

Strong quality — 20% AUM from major funds: 19 of 72 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SLN?

Mixed — 38% long-term, 33% new: Of the 72 current holders: 27 (38%) held >2 years, 21 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Full history →