Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Urogen Pharma Ltd (URGN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — URGN

Based on 168 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 URGN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
168 hedge funds hold URGN 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 — +21% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+21% 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 — 51% buying

84 buying80 selling
Last quarter: 84 funds bought or added vs 80 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 — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 34 → 31 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 25% new
78 out of 168 hedge funds have held URGN 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.
💎

Buying through price weakness — shares +3%, value -21%

Value
-21%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

20 → 41 → 34 → 31 → 30 new funds/Q
New funds entering each quarter: 41 → 34 → 31 → 30. URGN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 51% veterans vs 37% newcomers

■ 51% veterans ■ 12% 1-2yr ■ 37% new
Entry-cohort mix of 174 holders: 89 (51%) are 2+ year veterans, 21 entered 1–2 years ago, and 64 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
39 of 167 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — URGN

In 2026 Q1, 84 hedge funds were net buyers of URGN (30 opened a new position, 54 added to an existing one), while 80 reduced or exited (49 trimmed, 31 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 22% of total institutional value in URGN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 168.

Hedge Fund Ownership: URGN

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

Market Analysis: URGN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: URGN

-- --

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

Is It Too Late to Buy Urogen Pharma Ltd (URGN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much URGN has moved relative to its sector benchmark (XLV) 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 · 79d ago
URGN
+82.5%
XLV
+2.8%

URGN outperformed XLV by +79.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
URGN
+14.0%
XLV
+3.9%

Since the filing became public, URGN outperformed XLV by +10.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: URGN
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 169 -1.78%
13F Shares 47M 45M 3.27%
Total Value $809M $1.03B -21.28%
New Positions 28 31 -3
Increased Positions 52 51 +1
Closed Positions 31 24 +7
Reduced Positions 48 55 -7
Total Calls 4 6 -33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.5 Neutral

Statistics: URGN

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

166 + investors

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

QUARTER:
Top 25 URGN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Acorn Capital Advisors, LLC 8.55% 1,673,420 $30.1M
2 Superstring Capital Management LP 4.98% 387,371 $7.0M
3 Opaleye Management Inc. 3.39% 1,430,000 $25.7M
4 Ally Bridge Group (NY) LLC 2.94% 202,124 $3.6M
5 Silverarc Capital Management, LLC 2.76% 1,503,045 $27.0M
6 Kynam Capital Management, LP 2.49% 2,247,393 $40.4M
7 MPM BioImpact LLC 1.31% 943,803 $17.0M
8 Boxer Capital Management, LLC 1.18% 500,000 $9.0M
9 Elmind Capital, LP 1.12% 220,000 $4.0M
10 Privium Fund Management B.V. 0.89% 238,122 $4.3M
11 Rtw Investments, LP 0.81% 4,543,895 $81.7M
12 Paradigm Biocapital Advisors LP 0.63% 1,703,949 $30.6M
13 Soleus Capital Management, L.P. 0.53% 727,000 $13.1M
14 Parkman Healthcare Partners LLC 0.51% 275,000 $4.9M
15 J. Goldman & Co LP 0.49% 938,870 $16.9M
16 ADAR1 Capital Management, LLC 0.42% 395,459 $7.1M
17 Aisling Capital Management LP 0.41% 108,000 $1.9M
18 Tang Capital Management LLC 0.32% 350,000 $6.3M
19 Orbimed Advisors LLC 0.31% 875,487 $15.7M
20 Rice Hall James & Associates, LLC 0.29% 285,834 $5.1M
21 Jefferies Financial Group Inc. 0.27% 2,199,652 $39.5M
22 Frontier Capital Management Co LLC 0.24% 1,314,112 $23.6M
23 TCG Crossover Management, LLC 0.21% 405,365 $7.3M
24 Atom Investors LP 0.19% 145,342 $2.6M
25 Bender Robert & Associates 0.15% 34,701 $624K
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 — Urogen Pharma Ltd (URGN)

What does the Smart Money Trend signal show for URGN?

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

Slight buying edge — 51% buying: Last quarter: 84 funds bought or added vs 80 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 URGN holders?

Strong quality — 22% AUM from major funds: 39 of 167 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held URGN?

46% of holders stayed for 2+ years: 78 out of 168 hedge funds have held URGN 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 Urogen Pharma Ltd (URGN) following the 2026 Q1 hedge fund 13F filings?

As of today, URGN has moved +14.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +10.1%. Since the quarter end (March 31, 2026), URGN has gained +82.5% vs +2.8% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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