TDAC Hedge Fund Ownership (Q1 2026)

Translational Dev Acquisitio (TDAC)

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

Smart Money Signals — TDAC

Based on 48 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added TDAC 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

48 hedge funds hold TDAC 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 — +60% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+60% 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.

🟡

Slight buying edge — 59% buying

13 buying9 selling

Last quarter: 13 funds bought or added vs 9 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.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 5 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 25% entered in last year

■ 4% conviction (2yr+) ■ 71% medium ■ 25% new

Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +253% but shares only +0% — price-driven

Value

+252%

+0%

Last quarter: the total dollar value of institutional holdings rose +253%, but actual share count only changed +0%. 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.

⚠️

Saturation — most institutions already know this story

29 → 11 → 5 → 3 → 6 new funds/Q

New funds entering each quarter: 11 → 5 → 3 → 6. 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.

🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new

Of 48 current holders: 46 (96%) entered in the past year, only 2 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds

9 of 48 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in TDAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	48	43	11.63%
13F Shares	16M	16M	0.37%
Total Value	$569M	$161M	252.77%
New Positions	6	3	+3
Increased Positions	7	7	-
Closed Positions	1	1	-
Reduced Positions	8	5	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

11.63%

13F Shares

16M

0.37%

Total Value

$569M

$161M

252.77%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

48 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TDAC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Meteora Capital, LLC	0.81%	919,000	$9.8M
2	Kryger Capital LLC	0.70%	1,141,050	$12.2M
3	Rivernorth Capital Management, LLC	0.26%	500,000	$5.4M
4	Highbridge Capital Management LLC	0.22%	861,837	$9.2M
5	Radcliffe Capital Management, L.P.	0.22%	271,940	$2.9M
6	Yakira Capital Management, Inc.	0.18%	60,000	$641K
7	Berkley W R Corp	0.16%	322,658	$3.4M
8	AQR Arbitrage LLC	0.15%	974,300	$10.4M
9	Periscope Capital INC.	0.12%	125,000	$1.3M
10	Shaolin Capital Management LLC	0.10%	200,760	$2.1M
11	Mizuho Securities USA LLC	0.10%	401,100	$4.2M
12	Magnetar Financial LLC	0.10%	1,000,000	$10.7M
13	TENOR CAPITAL MANAGEMENT Co., L.P.	0.10%	635,399	$6.8M
14	Polar Asset Management Partners Inc.	0.09%	539,510	$5.8M
15	Wolverine Asset Management LLC	0.09%	944,878	$10.1M
16	Sona Asset Management (us) LLC	0.08%	369,960	$4.0M
17	Westchester Capital Management, LLC	0.07%	124,328	$1.3M
18	Picton Mahoney Asset Management	0.04%	475,002	$5.1M
19	Alberta Investment Management Corp	0.04%	600,000	$6.4M
20	Boothbay Fund Management, LLC	0.03%	232,034	$2.5M
21	LMR Partners LLP	0.03%	800,000	$8.6M
22	Centiva Capital, LP	0.02%	250,000	$2.7M
23	Cantor Fitzgerald, L. P.	0.02%	153,850	$1.6M
24	Moore Capital Management, LP	0.02%	100,000	$1.1M
25	Calamos Advisors LLC	0.01%	371,532	$4.0M

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 — Translational Dev Acquisitio (TDAC)

What does the Smart Money Trend signal show for TDAC?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TDAC 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 TDAC?

Slight buying edge — 59% buying: Last quarter: 13 funds bought or added vs 9 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 TDAC holders?

Elite ownership — 74% AUM from top-100 funds: 9 of 48 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in TDAC. 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 TDAC?

Mostly new holders — 25% entered in last year: Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Translational Dev Acquisitio (TDAC)

Smart Money Signals — TDAC

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +60% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 25% entered in last year

Value +253% but shares only +0% — price-driven

Saturation — most institutions already know this story

Early stage — 96% of holders entered in last year

Elite ownership — 74% AUM from top-100 funds

Institutional Sentiment Summary — TDAC

Hedge Fund Ownership: TDAC

Market Analysis: TDAC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TDAC

Hedge Fund Positioning: TDAC

Statistics: TDAC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Translational Dev Acquisitio (TDAC)

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