Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PERSPECTIVE THERAPEUTICS INC (CATX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — CATX

Based on 110 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 CATX 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
110 funds currently hold this stock — 87% of the 3.0-year high of 126 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold CATX compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

52 buying48 selling
Last quarter: 52 funds bought or added vs 48 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new CATX position: 14 → 12 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 21% entered in last year

■ 5% conviction (2yr+) ■ 74% medium ■ 21% new
Only 6 funds (5%) 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.
💎

Buying through price weakness — shares -14%, value -30%

Value
-30%
Shares
-14%
Last quarter: funds added -14% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

32 → 14 → 12 → 14 → 21 new funds/Q
New funds entering each quarter: 14 → 12 → 14 → 21. A growing number of institutions are discovering CATX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 5% veterans, 28% new entrants

■ 5% veterans ■ 67% 1-2yr ■ 28% new
Of 112 current holders: 6 (5%) held 2+ years, 75 held 1–2 years, 31 (28%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
24 of 110 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — CATX

In 2025 Q4, 52 hedge funds were net buyers of CATX (21 opened a new position, 31 added to an existing one), while 48 reduced or exited (35 trimmed, 13 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 39% of total institutional value in CATX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: CATX

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

Market Analysis: CATX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CATX

Healthcare Medical Devices

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: CATX
2026 Q1 Stats Unlock in 8 days 112 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 112 103 8.74%
13F Shares 35M 41M -14.34%
Total Value $99M $142M -30.13%
New Positions 21 14 +7
Increased Positions 33 31 +2
Closed Positions 13 9 +4
Reduced Positions 36 31 +5
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CATX

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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

112 + investors

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

Top 25 institutional holders of CATX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nicholson Wealth Management Group, LLC 3.93% 1,618,993 $6.8M
2 Hills Bank & Trust Co 0.18% 872,200 $3.6M
3 Trueblood Wealth Management, LLC 0.16% 99,061 $413K
4 WealthPlan Investment Management, LLC 0.09% 404,071 $1.7M
5 Koa Wealth Management, LLC 0.08% 25,975 $108K
6 Taylor & Morgan Wealth Management, LLC 0.07% 29,000 $121K
7 Rothschild Wealth LLC 0.06% 164,821 $687K
8 AUCTUS ADVISORS LLC 0.06% 15,548 $65K
9 SYKON CAPITAL LLC 0.05% 37,932 $158K
10 WEALTH EFFECTS LLC 0.05% 33,000 $138K
11 Iowa State Bank 0.01% 19,061 $79K
12 Abel Hall, LLC 0.01% 11,794 $49K
13 GSA CAPITAL PARTNERS LLP 0.01% 37,317 —
14 PROFUND ADVISORS LLC 0.01% 41,567 $173K
15 Jefferies Financial Group Inc. 0.01% 183,342 $765K
16 Pekin Hardy Strauss, Inc. 0.00% 10,000 $42K
17 FEDERATED HERMES, INC. 0.00% 222,142 $926K
18 E Fund Management Co., Ltd. 0.00% 11,667 $49K
19 INTECH INVESTMENT MANAGEMENT LLC 0.00% 19,507 $81K
20 Police & Firemen's Retirement System of New Jersey 0.00% 20,787 $87K
21 VANGUARD FIDUCIARY TRUST CO 0.00% 566,676 $2.4M
22 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 4,378,956 $18.3M
23 CITIGROUP INC 0.00% 212,131 $885K
24 UBS Group AG 0.00% 520,905 $2.2M
25 Vermillion Wealth Management, Inc. 0.00% 194 —
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 — PERSPECTIVE THERAPEUTICS INC (CATX)

What does the Smart Money Trend signal show for CATX?

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

Slight buying edge — 52% buying: Last quarter: 52 funds bought or added vs 48 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 CATX holders?

Strong quality — 39% AUM from major funds: 24 of 110 holders rank in the top 100 by AUM, accounting for 39% 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 CATX?

Mostly new holders — 21% entered in last year: Only 6 funds (5%) 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.