Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TOTVS SA - ADR UNSP (TTVSY)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
25%

Smart Money Signals — TTVSY

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

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TTVSY 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 50% of 2.0Y high

50% of all-time peak
Only 2 funds hold TTVSY today versus a peak of 4 funds at 2025 Q3 — just 50% 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.
🚀

Fast accumulation — +100% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+100% 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.
🔴

Heavy selling pressure — only 25% buying

1 buying3 selling
Last quarter: 3 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

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

Mostly new holders — 50% entered in last year

0% conviction (2yr+) 50% medium 50% 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.
💎

Buying through price weakness — shares +25%, value +7%

Value
+6%
Shares
+24%
Last quarter: funds added +25% more shares while total portfolio value only changed +7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

0 → 1 → 2 → 1 → 0 new funds/Q
New funds entering each quarter: 1 → 2 → 1 → 0. 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 TTVSY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — TTVSY

In 2026 Q1, 1 hedge fund were net buyers of TTVSY (1 added to existing positions), while 3 reduced or exited (1 trimmed, 2 sold completely) — a 25% buyer ratio, indicating net institutional distribution. 100% of total institutional value in TTVSY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 2.

Hedge Fund Ownership: TTVSY

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

Market Analysis: TTVSY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TTVSY

-- --

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

Is It Too Late to Buy TOTVS SA - ADR UNSP (TTVSY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TTVSY has moved relative to its sector benchmark (XLK) 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 · 55d ago
TTVSY
-3.2%
XLK
+35.7%

TTVSY outperformed XLK by -38.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 10d ago
TTVSY
+1.1%
XLK
+2.3%

Since the filing became public, TTVSY outperformed XLK by -1.2% .

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: TTVSY
2 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2 4 -50.0%
13F Shares 3K 3K 24.86%
Total Value $42K $39K 6.7%
New Positions 0 1 -1
Increased Positions 1 1 -
Closed Positions 2 1 +1
Reduced Positions 1 1 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TTVSY

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 Q1)

2 + investors

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

QUARTER:
Top 2 institutional holders of TTVSY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RHUMBLINE ADVISERS 0.00% 3,214 $42K
2 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 16
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 — TOTVS SA - ADR UNSP (TTVSY)

What does the Smart Money Trend signal show for TTVSY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TTVSY 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 TTVSY?

Heavy selling pressure — only 25% buying: Last quarter: 3 funds sold vs only 1 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 TTVSY 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 TTVSY. 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 TTVSY?

Mostly new holders — 50% 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.

Is it too late to buy TOTVS SA - ADR UNSP (TTVSY) following the 2026 Q1 hedge fund 13F filings?

As of today, TTVSY has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLK sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), TTVSY has gained -3.2% vs +35.7% for XLK. 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.

Full history →