Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spyre Therapeutics Inc (SYRE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
4Q ▲
Buyers last Q
66%

Smart Money Signals — SYRE

Based on 194 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SYRE 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
194 hedge funds hold SYRE 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 — +50% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+50% 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 — 66% buying

121 buying63 selling
Last quarter: 121 funds were net buyers (55 opened a brand new position + 66 added to an existing one). Only 63 were sellers (51 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new SYRE position: 19 → 19 → 31 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 40% new

■ 27% conviction (2yr+) ■ 34% medium ■ 40% new
Of the 194 current holders: 52 (27%) held >2 years, 65 held 1–2 years, and 77 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 +56% but shares only +1% — price-driven

Value
+55%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +1%. 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.
🚀

Acceleration phase — new buyers rushing in

21 → 19 → 19 → 31 → 55 new funds/Q
New funds entering each quarter: 19 → 19 → 31 → 55. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 22% veterans, 41% new entrants

■ 22% veterans ■ 38% 1-2yr ■ 41% new
Of 197 current holders: 43 (22%) held 2+ years, 74 held 1–2 years, 80 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
43 of 194 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — SYRE

In 2026 Q1, 121 hedge funds were net buyers of SYRE (55 opened a new position, 66 added to an existing one), while 63 reduced or exited (51 trimmed, 12 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in SYRE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 194.

Hedge Fund Ownership: SYRE

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

Market Analysis: SYRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SYRE

-- --

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

Is It Too Late to Buy Spyre Therapeutics Inc (SYRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SYRE 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 · 81d ago
SYRE
nan%
XLV
+2.1%

SYRE outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SYRE
nan%
XLV
+3.2%

Since the filing became public, SYRE outperformed XLV 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.

27 top-rated funds 5 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: SYRE
193 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 193 151 27.81%
13F Shares 82M 81M 1.27%
Total Value $4.07B $2.61B 55.9%
New Positions 54 31 +23
Increased Positions 66 76 -10
Closed Positions 12 14 -2
Reduced Positions 49 27 +22
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SYRE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

193 + investors

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

QUARTER:
Top 25 SYRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Remedium Capital Partners, LLC 30.09% 1,907,327 $96.2M
2 Fairmount Funds Management LLC 14.64% 4,018,101 $202.7M
3 Venrock Adviser, LLC 6.94% 3,685,448 $185.9M
4 Commodore Capital LP 5.58% 1,912,380 $96.5M
5 Tang Capital Management LLC 4.85% 1,892,200 $95.4M
6 B Group, Inc. 3.74% 100,000 $5.0M
7 Perceptive Advisors LLC 3.73% 3,783,225 $190.8M
8 Affinity Asset Advisors, LLC 3.33% 1,279,134 $64.5M
9 Caligan Partners LP 2.95% 878,127 $44.3M
10 TCG Crossover Management, LLC 2.74% 1,900,582 $95.9M
11 Rtw Investments, LP 2.09% 4,171,996 $210.4M
12 HighVista Strategies LLC 2.04% 146,264 $7.4M
13 Paradigm Biocapital Advisors LP 2.02% 1,957,266 $98.7M
14 Stempoint Capital LP 1.64% 167,606 $8.5M
15 Braidwell LP 1.57% 932,823 $47.1M
16 Siren, L.L.C. 1.14% 818,598 $41.3M
17 Atle Fund Management AB 1.13% 62,735 $3.5M
18 Driehaus Capital Management LLC 1.03% 2,790,785 $140.8M
19 ADAR1 Capital Management, LLC 1.00% 338,323 $17.1M
20 Emerald Mutual Fund Advisers Trust 1.00% 408,113 $20.6M
21 Emerald Advisers, LLC 0.98% 613,365 $30.9M
22 Silverarc Capital Management, LLC 0.96% 186,618 $9.4M
23 Ra Capital Management, L.P. 0.87% 1,621,620 $81.8M
24 Samlyn Capital, LLC 0.34% 396,661 $20.0M
25 Seven Grand Managers, LLC 0.34% 100,000 $5.0M
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 — Spyre Therapeutics Inc (SYRE)

What does the Smart Money Trend signal show for SYRE?

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

More buyers than sellers — 66% buying: Last quarter: 121 funds were net buyers (55 opened a brand new position + 66 added to an existing one). Only 63 were sellers (51 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SYRE holders?

Strong quality — 36% AUM from major funds: 43 of 194 holders rank in the top 100 by AUM, accounting for 36% 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 SYRE?

Mixed — 27% long-term, 40% new: Of the 194 current holders: 52 (27%) held >2 years, 65 held 1–2 years, and 77 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.

Is it too late to buy Spyre Therapeutics Inc (SYRE) following the 2026 Q1 hedge fund 13F filings?

As of today, SYRE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SYRE has gained nan% vs +2.1% 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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