Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Homes Group Inc (UHG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — UHG

Based on 38 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UHG 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.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
38 funds currently hold this stock — 73% of the 3.0-year high of 52 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 27% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold UHG compared to a year ago (-27% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 65% buying

24 buying13 selling
Last quarter: 24 funds were net buyers (19 opened a brand new position + 5 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new UHG position: 14 → 9 → 3 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 32% long-term, 42% new

■ 32% conviction (2yr+) ■ 26% medium ■ 42% new
Of the 38 current holders: 12 (32%) held >2 years, 10 held 1–2 years, and 16 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.
💎

Buying through price weakness — shares +22%, value -11%

Value
-10%
Shares
+21%
Last quarter: funds added +22% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~19 new funds/quarter

8 → 14 → 9 → 3 → 19 new funds/Q
New funds entering each quarter: 14 → 9 → 3 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 37% new entrants

■ 39% veterans ■ 24% 1-2yr ■ 37% new
Of 38 current holders: 15 (39%) held 2+ years, 9 held 1–2 years, 14 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
14 of 38 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — UHG

In 2026 Q1, 24 hedge funds were net buyers of UHG (19 opened a new position, 5 added to an existing one), while 13 reduced or exited (6 trimmed, 7 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: UHG

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

Market Analysis: UHG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UHG

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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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: UHG
38 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 38 26 46.15%
13F Shares 7M 6M 21.54%
Total Value $8M $9M -10.72%
New Positions 19 3 +16
Increased Positions 5 4 +1
Closed Positions 7 21 -14
Reduced Positions 6 12 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UHG

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

38 + investors

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

QUARTER:
Top 25 UHG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fidelity National Financial, Inc. 0.12% 2,800,000 $3.2M
2 Oddo Bhf Asset Management Sas 0.05% 1,075,000 $1.2M
3 VELA Investment Management, LLC 0.01% 56,000 $65K
4 Gts Securities LLC 0.01% 160,002 $186K
5 Abc Arbitrage SA 0.01% 36,581 $42K
6 Hilton Head Capital Partners, LLC 0.00% 3,500 $4K
7 Css LLC/Il 0.00% 36,570 $42K
8 XTX Topco Ltd 0.00% 87,067 $101K
9 Cetera Investment Advisers 0.00% 1,250,000 $1.4M
10 Bridgeway Capital Management, LLC 0.00% 27,000 $31K
11 Capstone Financial Advisors, Inc. 0.00% 10,000 $12K
12 Diversify Wealth Management, LLC 0.00% 19,000 $22K
13 Concurrent Investment Advisors, LLC 0.00% 24,038 $28K
14 Engineers Gate Manager LP 0.00% 10,302 $12K
15 Tower Research Capital LLC (TRC) 0.00% 4,605 $5K
16 Citadel Advisors LLC 0.00% 313,166 $363K
17 Renaissance Technologies LLC 0.00% 18,900 $22K
18 Vanguard Fiduciary Trust Co 0.00% 66,233 $77K
19 Vanguard Capital Management LLC 0.00% 428,104 $497K
20 Advisory Services Network, LLC 0.00% 400 —
21 Barclays plc 0.00% 15,298 $18K
22 Susquehanna International Group, LLP 0.00% 22,809 $26K
23 Cwm, LLC 0.00% 913 $1K
24 UBS Group AG 0.00% 4,291 $5K
25 BlackRock, Inc. 0.00% 27,896 $32K
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 — United Homes Group Inc (UHG)

What does the Smart Money Trend signal show for UHG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UHG 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 UHG?

More buyers than sellers — 65% buying: Last quarter: 24 funds were net buyers (19 opened a brand new position + 5 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UHG holders?

Smaller funds dominant — 9% AUM from top-100: 14 of 38 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UHG?

Mixed — 32% long-term, 42% new: Of the 38 current holders: 12 (32%) held >2 years, 10 held 1–2 years, and 16 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.

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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