Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESTMENT MANAGERS SER TR I (TARK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
3Q ▼
Buyers last Q
22%

Smart Money Signals — TARK

Based on 2 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their TARK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 17% of 3.0Y high

17% of all-time peak
Only 2 funds hold TARK today versus a peak of 12 funds at 2024 Q3 — just 17% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 82% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold TARK compared to a year ago (-82% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 22% buying

2 buying7 selling
Last quarter: 7 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 50% medium 0% new
1 out of 2 hedge funds have held TARK 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.
⚠️

Saturation — most institutions already know this story

4 → 4 → 2 → 0 → 1 new funds/Q
New funds entering each quarter: 4 → 2 → 0 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 0% 1-2yr 50% new
Of 2 current holders: 1 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 100% AUM from top-100 funds

100% from top-100 AUM funds
2 of 2 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in TARK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.4
out of 10
Low Exit Risk
Exit risk score 1.4/10 — 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 — TARK

In 2026 Q1, 2 hedge funds were net buyers of TARK (1 opened a new position, 1 added to an existing one), while 7 reduced or exited (7 sold completely) — a 22% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 100% of total institutional value in TARK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 2.

Hedge Fund Ownership: TARK

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

Market Analysis: TARK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TARK

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

Is It Too Late to Buy INVESTMENT MANAGERS SER TR I (TARK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TARK has moved relative to its sector benchmark (SPY) 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 · 51d ago
TARK
+21.4%
SPY
+14.0%

TARK outperformed SPY by +7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
TARK
+0.7%
SPY
+0.3%

Since the filing became public, TARK outperformed SPY by +0.4% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: TARK
2 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2 8 -75.0%
13F Shares 27K 201K -86.68%
Total Value $943K $10M -90.33%
New Positions 1 0 +1
Increased Positions 1 6 -5
Closed Positions 7 2 +5
Reduced Positions 0 2 -2
Total Calls 0 3 -100.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.67 Bullish

Statistics: TARK

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Institutional Holders (2026 Q1)

2 + investors

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

QUARTER:
Top 2 institutional holders of TARK — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Optiver Holding B.V. 0.00% 23,890 $842K
2 SIMPLEX TRADING, LLC 0.00% 2,868 $101K
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 — INVESTMENT MANAGERS SER TR I (TARK)

What does the Smart Money Trend signal show for TARK?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their TARK 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 TARK?

Heavy selling pressure — only 22% buying: Last quarter: 7 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for TARK holders?

Elite ownership — 100% AUM from top-100 funds: 2 of 2 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in TARK. 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 TARK?

50% of holders stayed for 2+ years: 1 out of 2 hedge funds have held TARK 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 INVESTMENT MANAGERS SER TR I (TARK) following the 2026 Q1 hedge fund 13F filings?

As of today, TARK has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), TARK has gained +21.4% vs +14.0% for SPY. 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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