Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Translational Dev Acquisitio (TDACW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
31%

Smart Money Signals — TDACW

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their TDACW 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 — 82% of 2.2Y peak

82% of all-time peak
28 funds currently hold this stock — 82% of the 2.2-year high of 34 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold TDACW compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 31% buying

8 buying18 selling
Last quarter: 18 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TDACW position: 6 → 2 → 0 → 6. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 25% entered in last year

■ 0% conviction (2yr+) ■ 75% medium ■ 25% new
Only 0 funds (0%) 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.
💰

Price up while funds trimmed (+788% value, -18% shares)

Value
+788%
Shares
-17%
Last quarter: total value of institutional TDACW holdings rose +788% even though funds reduced share count by 18%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

9 → 6 → 2 → 0 → 6 new funds/Q
New funds entering each quarter: 6 → 2 → 0 → 6. TDACW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 61% of holders entered in last year

■ 0% veterans ■ 39% 1-2yr ■ 61% new
Of 28 current holders: 17 (61%) entered in the past year, only 0 (0%) 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.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
3 of 27 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — TDACW

In 2026 Q2, 8 hedge funds were net buyers of TDACW (6 opened a new position, 2 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 31% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: TDACW

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

Market Analysis: TDACW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDACW

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: TDACW
27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 32 -15.62%
13F Shares 6M 7M -17.64%
Total Value $9M $976K 788.16%
New Positions 6 0 +6
Increased Positions 2 1 +1
Closed Positions 10 2 +8
Reduced Positions 8 6 +2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDACW

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 TDACW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gritstone Asset Management LLC 0.06% 41,826 $60K
2 Wealthspring Capital LLC 0.03% 100,840 $144K
3 Shaolin Capital Management LLC 0.02% 367,253 $523K
4 Rivernorth Capital Management, LLC 0.02% 250,000 $475K
5 MMCAP International Inc. SPC 0.02% 175,000 $249K
6 K2 Principal Fund, L.P. 0.01% 101,034 $143K
7 AQR Arbitrage LLC 0.01% 551,505 $728K
8 Css LLC/Il 0.01% 179,902 $256K
9 Yakira Capital Management, Inc. 0.01% 24,000 $34K
10 Polar Asset Management Partners Inc. 0.01% 400,000 $570K
11 Periscope Capital INC. 0.01% 60,000 $86K
12 Magnetar Financial LLC 0.01% 553,895 $731K
13 TENOR CAPITAL MANAGEMENT Co., L.P. 0.01% 317,699 $453K
14 LMR Partners LLP 0.00% 755,000 $1.1M
15 Aristeia Capital, L.L.C. 0.00% 175,700 $254K
16 Whitebox Advisors LLC 0.00% 152,500 $217K
17 Alberta Investment Management Corp 0.00% 300,000 $428K
18 Verition Fund Management LLC 0.00% 191,700 $253K
19 Moore Capital Management, LP 0.00% 50,000 $71K
20 Healthcare of Ontario Pension Plan Trust Fund 0.00% 450,000 $594K
21 Calamos Advisors LLC 0.00% 185,766 $245K
22 Centiva Capital, LP 0.00% 50,000 $66K
23 Peak6 LLC 0.00% 127,163 $181K
24 Clear Street Group Inc. 0.00% 89,393 $127K
25 D. E. Shaw & Co., Inc. 0.00% 175,000 $231K
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 (TDACW)

What does the Smart Money Trend signal show for TDACW?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their TDACW 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 TDACW?

Heavy selling pressure — only 31% buying: Last quarter: 18 funds sold vs only 8 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 TDACW holders?

Smaller funds dominant — 7% AUM from top-100: 3 of 27 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TDACW?

Mostly new holders — 25% entered in last year: Only 0 funds (0%) 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.

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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