Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GENEDX HOLDINGS CORP (WGS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
8Q ▲
Buyers last Q
52%

Smart Money Signals — WGS

Based on 271 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added WGS 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
271 hedge funds hold WGS 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 — +43% more funds vs a year ago

fund count last 6Q
+82 new funds entered over the past year (+43% 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 — 52% buying

152 buying138 selling
Last quarter: 152 funds bought or added vs 138 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 — ~59 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 60 → 52 → 60 → 59. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 39% entered in last year

18% conviction (2yr+) 43% medium 39% new
Only 48 funds (18%) 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 (+18% value, -2% shares)

Value
+18%
Shares
-1%
Last quarter: total value of institutional WGS holdings rose +18% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~59 new funds/quarter

74 → 60 → 52 → 60 → 59 new funds/Q
New funds entering each quarter: 60 → 52 → 60 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 58% of holders entered in last year

22% veterans 20% 1-2yr 58% new
Of 289 current holders: 167 (58%) entered in the past year, only 64 (22%) 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.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
39 of 271 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Hedge Fund Ownership: WGS

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

Market Analysis: WGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WGS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

45 top-rated funds 4 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: WGS
2026 Q1 Stats Unlock in 22 days 289 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 289 270 7.04%
13F Shares 31M 32M -1.62%
Total Value $4.03B $3.40B 18.31%
New Positions 60 60 -
Increased Positions 108 107 +1
Closed Positions 40 30 +10
Reduced Positions 135 117 +18
Total Calls 11 13 -15.38%
Total Puts 12 13 -7.69%
PUT/CALL Ratio 1.09 1.0 Neutral

Statistics: WGS

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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)

289 + investors

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

Top 25 institutional holders of WGS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gagnon Advisors, LLC 7.00% 148,225 $9.5M
2 GAGNON SECURITIES LLC 4.49% 303,149 $19.5M
3 Legal Advantage Investments, Inc. 2.05% 61,675 $4.0M
4 THOMPSON DAVIS & CO., INC. 0.67% 15,641 $1.0M
5 Slow Capital, Inc. 0.34% 40,457 $2.6M
6 MRA Advisory Group 0.22% 8,581 $551K
7 PEREGRINE CAPITAL MANAGEMENT LLC 0.17% 71,572 $4.6M
8 AMI ASSET MANAGEMENT CORP 0.03% 7,993 $513K
9 NBC SECURITIES, INC. 0.02% 4,507 $289K
10 Bayforest Capital Ltd 0.02% 246 $16K
11 Assenagon Asset Management S.A. 0.01% 95,128 $6.1M
12 Perigon Wealth Management, LLC 0.01% 5,626 $361K
13 OPPENHEIMER & CO INC 0.01% 7,301 $469K
14 WOLFF WIESE MAGANA LLC 0.00% 122 $8K
15 Capital Advisors, Ltd. LLC 0.00% 466
16 Spire Wealth Management 0.00% 1,500 $96K
17 Versant Capital Management, Inc 0.00% 476 $31K
18 True Wealth Design, LLC 0.00% 77 $5K
19 State of Alaska, Department of Revenue 0.00% 1,815
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 6,772 $448K
21 Farmers & Merchants Trust Co of Chambersburg PA 0.00% 20
22 GAMMA Investing LLC 0.00% 280 $18K
23 STRS OHIO 0.00% 2,500 $161K
24 OP Asset Management Ltd 0.00% 706 $52K
25 Pictet Asset Management Holding SA 0.00% 3,300 $212K
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 — GENEDX HOLDINGS CORP (WGS)

What does the Smart Money Trend signal show for WGS?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added WGS 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 WGS?

Slight buying edge — 52% buying: Last quarter: 152 funds bought or added vs 138 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 WGS holders?

Strong quality — 32% AUM from major funds: 39 of 271 holders rank in the top 100 by AUM, accounting for 32% 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 WGS?

Mostly new holders — 39% entered in last year: Only 48 funds (18%) 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.