Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROFESIONALLY MANAGED PORTFO (CSMD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
82%

Smart Money Signals — CSMD

Based on 35 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CSMD 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
35 hedge funds hold CSMD 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 — +75% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+75% 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 — 82% buying

31 buying7 selling
Last quarter: 31 funds were net buyers (10 opened a brand new position + 21 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 10 → 6 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 6% conviction (2yr+) ■ 46% medium ■ 49% new
Only 2 funds (6%) 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.
➡️

Steady discovery — ~10 new funds/quarter

7 → 3 → 10 → 6 → 10 new funds/Q
New funds entering each quarter: 3 → 10 → 6 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 6% veterans ■ 37% 1-2yr ■ 57% new
Of 35 current holders: 20 (57%) entered in the past year, only 2 (6%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
8 of 35 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 — CSMD

In 2025 Q4, 31 hedge funds were net buyers of CSMD (10 opened a new position, 21 added to an existing one), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: CSMD

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

Market Analysis: CSMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSMD

-- --

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

Is It Too Late to Buy PROFESIONALLY MANAGED PORTFO (CSMD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSMD has moved relative to its sector benchmark (SPY) 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 · 50d ago
CSMD
+103.5%
SPY
+42.5%

CSMD outperformed SPY by +61.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
CSMD
-1.1%
SPY
-1.8%

Since the filing became public, CSMD outperformed SPY by +0.7% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CSMD
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 35 2.86%
13F Shares 13M 13M 1.62%
Total Value $213M $410M -48.1%
New Positions 8 10 -2
Increased Positions 20 21 -1
Closed Positions 7 3 +4
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSMD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

36 + investors

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

QUARTER:
Top 25 institutional holders of CSMD — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clarendon Private LLC 3.28% 138,990 $4.3M
2 HANTZ FINANCIAL SERVICES, INC. 2.91% 6,217,860 $191K
3 Beacon Bank & Trust 1.15% 181,903 $5.6M
4 Glenview Trust Co 0.58% 1,212,165 $37.2M
5 Portside Wealth Group, LLC 0.35% 84,856 $2.6M
6 MGO ONE SEVEN LLC 0.29% 465,709 $14.3M
7 Gibbs Wealth Management 0.25% 61,885 $1.9M
8 Financial Network Wealth Advisors LLC 0.22% 7,079 $217K
9 Revisor Wealth Management LLC 0.14% 16,447 $505K
10 Brooklyn Investment Group 0.14% 141,620 $4.3M
11 Rockefeller Capital Management L.P. 0.05% 898,477 $27.6M
12 NORDEN GROUP LLC 0.05% 16,183 $497K
13 Integrated Wealth Concepts LLC 0.03% 141,706 $4.4M
14 CONGRESS ASSET MANAGEMENT CO 0.02% 109,277 $3.4M
15 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% 33,122 $1.0M
16 Apollon Wealth Management, LLC 0.02% 34,828 $1.1M
17 OSAIC HOLDINGS, INC. 0.02% 381,639 $11.7M
18 ENVESTNET ASSET MANAGEMENT INC 0.01% 822,259 $25.3M
19 HARBOR INVESTMENT ADVISORY, LLC 0.01% 2,665 $82K
20 HighTower Advisors, LLC 0.01% 187,221 $5.7M
21 STIFEL FINANCIAL CORP 0.01% 206,501 $6.3M
22 Orion Porfolio Solutions, LLC 0.00% 14,863 $456K
23 MORGAN STANLEY 0.00% 1,578,980 $48.5M
24 Aptus Capital Advisors, LLC 0.00% 9,796 $301K
25 JONES FINANCIAL COMPANIES LLLP 0.00% 86,787 $2.6M
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 — PROFESIONALLY MANAGED PORTFO (CSMD)

What does the Smart Money Trend signal show for CSMD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CSMD 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 CSMD?

More buyers than sellers — 82% buying: Last quarter: 31 funds were net buyers (10 opened a brand new position + 21 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSMD holders?

Smaller funds dominant — 15% AUM from top-100: 8 of 35 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CSMD?

Mostly new holders — 49% entered in last year: Only 2 funds (6%) 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.

Is it too late to buy PROFESIONALLY MANAGED PORTFO (CSMD) following the 2026 Q1 hedge fund 13F filings?

As of today, CSMD has moved -1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), CSMD has gained +103.5% vs +42.5% for SPY. 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.

Full history →