Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Profesionally Managed Portfo (CSMD)

41 + 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
↑ +1
Streak
4Q ▲
Buyers last Q
65%

Smart Money Signals — CSMD

Based on 36 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 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
36 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 — +112% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+112% 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 — 65% buying

28 buying15 selling
Last quarter: 28 funds were net buyers (8 opened a brand new position + 20 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 6 → 10 → 8. 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

■ 6% conviction (2yr+) ■ 56% medium ■ 39% 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.
💎

Buying through price weakness — shares +2%, value -48%

Value
-48%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -48%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

3 → 10 → 6 → 10 → 8 new funds/Q
New funds entering each quarter: 10 → 6 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 6% veterans, 50% new entrants

■ 6% veterans ■ 44% 1-2yr ■ 50% new
Of 36 current holders: 2 (6%) held 2+ years, 16 held 1–2 years, 18 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
10 of 36 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 2026 Q1, 28 hedge funds were net buyers of CSMD (8 opened a new position, 20 added to an existing one), while 15 reduced or exited (8 trimmed, 7 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in CSMD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 36.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: CSMD
41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 36 13.89%
13F Shares 13M 13M 1.45%
Total Value $257M $213M 20.68%
New Positions 10 8 +2
Increased Positions 14 20 -6
Closed Positions 5 7 -2
Reduced Positions 14 8 +6
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 Q2)

41 + 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 CSMD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clarendon Private LLC 3.09% 131,970 $4.8M
2 Beacon Bank & Trust 1.50% 213,409 $7.8M
3 Glenview Trust Co 0.58% 1,212,165 $37.2M
4 GK Wealth Management LLC 0.38% 19,965 $729K
5 Financial Network Wealth Advisors LLC 0.22% 6,039 $220K
6 Copley Financial Group, Inc. 0.13% 5,815 $212K
7 Portside Wealth Group, LLC 0.11% 24,711 $902K
8 Revisor Wealth Management LLC 0.06% 6,706 $245K
9 Rockefeller Capital Management L.P. 0.06% 1,033,641 $37.7M
10 Norden Group LLC 0.05% 16,238 $593K
11 Mgo One Seven LLC 0.04% 74,298 $2.7M
12 Integrated Wealth Concepts LLC 0.03% 194,293 $7.1M
13 Congress Asset Management Co 0.02% 108,255 $4.0M
14 Apollon Wealth Management, LLC 0.02% 42,376 $1.5M
15 Osaic Holdings, INC. 0.02% 358,829 $13.1M
16 HighTower Advisors, LLC 0.02% 425,791 $15.5M
17 Diversify Advisory Services, LLC 0.01% 23,787 $810K
18 Diversify Wealth Management, LLC 0.01% 23,787 $810K
19 Envestnet Asset Management Inc 0.01% 952,997 $34.8M
20 Stifel Financial Corp 0.01% 260,875 $9.5M
21 Harbor Investment Advisory, LLC 0.01% 2,665 $97K
22 Orion Porfolio Solutions, LLC 0.00% 14,579 $532K
23 Morgan Stanley 0.00% 1,704,599 $62.2M
24 Aptus Capital Advisors, LLC 0.00% 12,309 $449K
25 Farther Finance Advisors, LLC 0.00% 7,300 $266K
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 — 4 quarters in a row: For 4 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 — 65% buying: Last quarter: 28 funds were net buyers (8 opened a brand new position + 20 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSMD holders?

Strong quality — 37% AUM from major funds: 10 of 36 holders rank in the top 100 by AUM, accounting for 37% 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 CSMD?

Mostly new holders — 39% 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.

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 →