Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xoma Royalty Corporation (XOMA)

83 + 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
↑ +9
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — XOMA

Based on 83 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
83 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 — +32% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+32% 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 — 64% buying

48 buying27 selling
Last quarter: 48 funds were net buyers (20 opened a brand new position + 28 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

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

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 16% medium ■ 27% new
48 out of 83 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 +32% but shares only +16% — price-driven

Value
+31%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +16%. 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.
📈

Growing discovery — still being found

7 → 10 → 15 → 10 → 20 new funds/Q
New funds entering each quarter: 10 → 15 → 10 → 20. A growing number of institutions are discovering XOMA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 29% newcomers

■ 64% veterans ■ 7% 1-2yr ■ 29% new
Entry-cohort mix of 86 holders: 55 (64%) are 2+ year veterans, 6 entered 1–2 years ago, and 25 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
27 of 83 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in XOMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 Q1, 48 hedge funds were net buyers of XOMA (20 opened a new position, 28 added to an existing one), while 27 reduced or exited (16 trimmed, 11 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in XOMA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 83.

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

-- --

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

Is It Too Late to Buy Xoma Royalty Corporation (XOMA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XOMA 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 · 83d ago
XOMA
+34.0%
XLV
+709.6%

XOMA outperformed XLV by -675.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
XOMA
+0.7%
XLV
+696.5%

Since the filing became public, XOMA outperformed XLV by -695.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: XOMA
83 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 74 12.16%
13F Shares 10M 9M 15.95%
Total Value $303M $230M 31.64%
New Positions 20 10 +10
Increased Positions 28 31 -3
Closed Positions 11 9 +2
Reduced Positions 15 17 -2
Total Calls 3 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XOMA

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Valuation Measures Data as of: --

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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)

83 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bvf Inc/Il 2.59% 2,590,303 $81.3M
2 Simcoe Capital LLC 1.96% 68,053 $2.1M
3 Opaleye Management Inc. 1.24% 300,000 $9.4M
4 CM Management, LLC 1.05% 40,000 $1.3M
5 Stonepine Capital Management, LLC 0.87% 69,500 $2.2M
6 Nano Cap New Millennium Growth Fund L P 0.50% 17,000 $533K
7 HighVista Strategies LLC 0.41% 46,814 $1.5M
8 Woodline Partners LP 0.08% 640,001 $20.1M
9 Diversified Management Inc 0.05% 10,000 $314K
10 RBF Capital, LLC 0.05% 30,000 $941K
11 Bridgeway Capital Management, LLC 0.01% 17,580 $551K
12 Quadrature Capital Ltd 0.01% 28,495 $894K
13 Panagora Asset Management Inc 0.01% 58,662 $1.8M
14 Costello Asset Management, INC 0.01% 600 $19K
15 ExodusPoint Capital Management, LP 0.00% 14,663 $460K
16 Morgan Stanley 0.00% 1,702,157 $53.4M
17 Millennium Management LLC 0.00% 204,920 $6.4M
18 Fmr LLC 0.00% 1,302,974 $40.9M
19 State of Wisconsin Investment Board 0.00% 28,894 $906K
20 Regions Financial Corp 0.00% 9,250 $290K
21 Truvestments Capital LLC 0.00% 290 $9K
22 Caption Management, LLC 0.00% 7,433 $233K
23 Ameritas Investment Partners, Inc. 0.00% 959 $30K
24 MetLife Investment Management, LLC 0.00% 5,677 $178K
25 Police & Firemen's Retirement System of New Jersey 0.00% 2,856 $90K
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 — 4 quarters in a row: For 4 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 — 64% buying: Last quarter: 48 funds were net buyers (20 opened a brand new position + 28 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XOMA holders?

Elite ownership — 44% AUM from top-100 funds: 27 of 83 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in XOMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XOMA?

58% of holders stayed for 2+ years: 48 out of 83 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.

Is it too late to buy Xoma Royalty Corporation (XOMA) following the 2026 Q1 hedge fund 13F filings?

As of today, XOMA has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +696.5% for the XLV sector ETF — an outperformance of -695.8%. Since the quarter end (March 31, 2026), XOMA has gained +34.0% vs +709.6% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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