Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xoma Royalty Corporation (XOMA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
5Q ▲
Buyers last Q
60%

Smart Money Signals — XOMA

Based on 98 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added XOMA 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
98 hedge funds hold XOMA 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 — +48% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+48% 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.
🟢

More buyers than sellers — 60% buying

59 buying39 selling
Last quarter: 59 funds were net buyers (32 opened a brand new position + 27 added to an existing one). Only 39 were sellers (22 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new XOMA position: 15 → 10 → 20 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 13% medium ■ 40% new
46 out of 98 hedge funds have held XOMA 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.
💰

Value +142% but shares only +72% — price-driven

Value
+141%
Shares
+72%
Last quarter: the total dollar value of institutional holdings rose +142%, but actual share count only changed +72%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

10 → 15 → 10 → 20 → 32 new funds/Q
New funds entering each quarter: 15 → 10 → 20 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 51% veterans vs 42% newcomers

■ 51% veterans ■ 7% 1-2yr ■ 42% new
Entry-cohort mix of 105 holders: 54 (51%) are 2+ year veterans, 7 entered 1–2 years ago, and 44 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
32 of 96 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.

Institutional Sentiment Summary — XOMA

In 2026 Q2, 59 hedge funds were net buyers of XOMA (32 opened a new position, 27 added to an existing one), while 39 reduced or exited (22 trimmed, 17 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in XOMA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: XOMA

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

Market Analysis: XOMA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XOMA

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: XOMA
95 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 95 83 14.46%
13F Shares 17M 10M 72.18%
Total Value $732M $303M 141.62%
New Positions 32 20 +12
Increased Positions 26 28 -2
Closed Positions 18 11 +7
Reduced Positions 20 15 +5
Total Calls 3 3 -
Total Puts 6 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: XOMA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

95 + investors

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

QUARTER:
Top 25 XOMA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bvf Inc/Il 8.25% 7,593,303 $322.7M
2 TLS Advisors LLC 5.27% 42,165 $1.8M
3 Newtyn Management, LLC 3.76% 709,247 $30.1M
4 Simcoe Capital LLC 1.76% 68,053 $2.9M
5 Opaleye Management Inc. 1.30% 338,374 $14.4M
6 Water Island Capital LLC 0.96% 242,000 $10.3M
7 Alpine Associates Management INC. 0.64% 239,318 $10.2M
8 Equitec Proprietary Markets, LLC 0.21% 28,000 $1.2M
9 Woodline Partners LP 0.15% 1,114,363 $47.4M
10 Kintayl Capital LP 0.14% 8,476 $360K
11 Yakira Capital Management, Inc. 0.12% 10,311 $438K
12 Sierra Summit Advisors LLC 0.12% 25,740 $1.1M
13 Torno Capital, LLC 0.10% 80,000 $3.4M
14 Credit Industriel Et Commercial 0.10% 34,853 $1.5M
15 Diversified Management Inc 0.09% 10,000 $425K
16 RBF Capital, LLC 0.05% 30,000 $1.3M
17 Torno Capital, LLC 0.05% 41,000 $1.7M
18 Css LLC/Il 0.03% 19,561 $831K
19 PenderFund Capital Management Ltd. 0.03% 5,200 $221K
20 Torno Capital, LLC 0.02% 18,700 $795K
21 XTX Topco Ltd 0.02% 35,046 $1.5M
22 Prelude Capital Management, LLC 0.02% 6,066 $258K
23 Verition Fund Management LLC 0.02% 70,601 $3.0M
24 Martingale Asset Management L P 0.01% 12,200 $518K
25 Tudor Investment Corp Et Al 0.00% 84,391 $3.6M
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 — Xoma Royalty Corporation (XOMA)

What does the Smart Money Trend signal show for XOMA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added XOMA 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 XOMA?

More buyers than sellers — 60% buying: Last quarter: 59 funds were net buyers (32 opened a brand new position + 27 added to an existing one). Only 39 were sellers (22 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XOMA holders?

Strong quality — 32% AUM from major funds: 32 of 96 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 XOMA?

47% of holders stayed for 2+ years: 46 out of 98 hedge funds have held XOMA 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.

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