Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VALARIS LTD (VAL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — VAL

Based on 323 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VAL 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
323 hedge funds hold VAL 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

170 buying176 selling
Last quarter: 176 funds reduced or exited vs 170 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new VAL position: 62 → 59 → 54 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new
178 out of 323 hedge funds have held VAL 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 -11%, value -80%

Value
-80%
Shares
-11%
Last quarter: funds added -11% more shares while total portfolio value only changed -80%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~64 new funds/quarter

73 → 62 → 59 → 54 → 64 new funds/Q
New funds entering each quarter: 62 → 59 → 54 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Of 351 current holders: 224 (64%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
38 of 323 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — VAL

In 2025 Q4, 170 hedge funds were net buyers of VAL (64 opened a new position, 106 added to an existing one), while 176 reduced or exited (123 trimmed, 53 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 38% of total institutional value in VAL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 323.

Hedge Fund Ownership: VAL

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

Market Analysis: VAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VAL

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 6 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: VAL
2026 Q1 Stats Unlock in 5 days 351 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 351 342 2.63%
13F Shares 61M 69M -11.44%
Total Value $3.08B $15.60B -80.27%
New Positions 65 54 +11
Increased Positions 137 145 -8
Closed Positions 58 49 +9
Reduced Positions 172 161 +11
Total Calls 15 17 -11.76%
Total Puts 16 18 -11.11%
PUT/CALL Ratio 1.07 1.06 Neutral

Statistics: VAL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

351 + investors

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

QUARTER:
Top 25 institutional holders of VAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OAK HILL ADVISORS LP 53.51% 4,791,979 $469.8M
2 Moerus Capital Management LLC 16.80% 463,985 $45.5M
3 THIRD AVENUE MANAGEMENT LLC 8.09% 508,186 $49.8M
4 Packer & Co Ltd 7.44% 203,000 $20K
5 Lingotto Investment Management LLP 7.18% 3,706,866 $363.4M
6 Goehring & Rozencwajg Associates, LLC 6.95% 1,319,351 $129.3M
7 Hara Capital LLC 6.08% 124,225 $12.2M
8 Sand Grove Capital Management LLP 3.84% 173,830 $17.0M
9 Olympiad Research LP 3.18% 10,634 $1.0M
10 Kintayl Capital LP 2.80% 54,836 $5.4M
11 ALPINE ASSOCIATES MANAGEMENT INC. 2.73% 472,500 $46.3M
12 Soviero Asset Management, LP 2.59% 53,000 $5.2M
13 Versor Investments LP 2.25% 9,362 $918K
14 CIBRA Capital Ltd 1.84% 38,791 $3.8M
15 Crystal Cove Asset Management, LLC 1.63% 13,800 $1.4M
16 ANTIPODES PARTNERS Ltd 1.46% 770,992 $75.6M
17 Eschler Asset Management LLP 1.40% 14,300 $1.4M
18 Melqart Asset Management (UK) Ltd 1.30% 133,992 $13.1M
19 Stanley-Laman Group, Ltd. 1.27% 105,827 $10.4M
20 Deuterium Capital Management, LLC 1.14% 10,000 $980K
21 PLATINUM INVESTMENT MANAGEMENT LTD 1.14% 45,956 $4.5M
22 De Lisle Partners LLP 1.07% 91,321 $9.0M
23 Hosking Partners LLP 0.99% 283,209 $27.8M
24 NINE MASTS CAPITAL Ltd 0.88% 61,854 $6.1M
25 Meixler Investment Management, Ltd. 0.75% 14,280 $1.4M
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 — VALARIS LTD (VAL)

What does the Smart Money Trend signal show for VAL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VAL 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 VAL?

More sellers than buyers — 49% buying: Last quarter: 176 funds reduced or exited vs 170 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VAL holders?

Strong quality — 38% AUM from major funds: 38 of 323 holders rank in the top 100 by AUM, accounting for 38% 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 VAL?

55% of holders stayed for 2+ years: 178 out of 323 hedge funds have held VAL 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.

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.