Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Danaher Corp Del (DHR)

2K + Investors. Track Smart Money conviction in DHR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -116
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — DHR

Based on 2171 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DHR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
2,171 hedge funds hold DHR 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DHR is almost the same as a year ago (+9 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

970 buying1227 selling
Last quarter: 1,227 funds reduced or exited vs 970 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-158 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 179 → 135 → 337 → 179. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new
1,589 out of 2,171 hedge funds have held DHR 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.
💎

Buying through price weakness — shares -6%, value -24%

Value
-24%
Shares
-6%
Last quarter: funds added -6% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

175 → 179 → 135 → 337 → 179 new funds/Q
New funds entering each quarter: 179 → 135 → 337 → 179. 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 — 75% veterans vs 15% newcomers

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 2,227 holders: 1,668 (75%) are 2+ year veterans, 227 entered 1–2 years ago, and 332 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
69 of 2164 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — DHR

In 2026 Q1, 970 hedge funds were net buyers of DHR (179 opened a new position, 791 added to an existing one), while 1227 reduced or exited (932 trimmed, 295 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in DHR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -116 funds (more exits than new entries). Total institutional holders: 2171.

Hedge Fund Ownership: DHR

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

Market Analysis: DHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DHR

-- --

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

Is It Too Late to Buy Danaher Corp Del (DHR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DHR 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 · 85d ago
DHR
-5.6%
XLV
+2.8%

DHR outperformed XLV by -8.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
DHR
+10.5%
XLV
+3.9%

Since the filing became public, DHR outperformed XLV by +6.6% .

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 ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

99 top-rated funds 35 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
6.4
/ 10
conviction
Hedge Fund Positioning: DHR
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2147 2286 -6.08%
13F Shares 552M 590M -6.52%
Total Value $98.50B $130.51B -24.53%
New Positions 173 337 -164
Increased Positions 767 819 -52
Closed Positions 312 162 +150
Reduced Positions 911 829 +82
Total Calls 32 36 -11.11%
Total Puts 31 34 -8.82%
PUT/CALL Ratio 0.97 0.94 Neutral

Statistics: DHR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

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

QUARTER:
Top 25 DHR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Zeno Equity Partners LLP 19.11% 248,230 $47.1M
2 Generation Investment Management LLP 12.36% 7,274,395 $1.38B
3 Defender Capital, LLC. 10.59% 157,529 $29.9M
4 Guardian Investment Management 8.79% 63,822 $11.1M
5 Dorsey Asset Management, LLC 8.76% 580,240 $110.0M
6 Anomaly Capital Management, LP 8.76% 762,671 $144.6M
7 Two Creeks Capital Management, LP 6.92% 355,509 $67.4M
8 11 Capital Partners LP 6.60% 121,400 $23.0M
9 Stenham Asset Management (UK) Plc 6.41% 25,150 $5.8M
10 Weitz Investment Management, INC. 6.32% 477,750 $90.6M
11 Corus Family Wealth Advisors 6.16% 39,885 $7.6M
12 Manchester Global Management (UK) Ltd 5.84% 230,603 $43.7M
13 Consulta Ltd 5.66% 600,000 $113.8M
14 Lrz Capital LLC 5.60% 58,965 $11.2M
15 Spear Holdings RSC Ltd 5.28% 279,100 $52.9M
16 Wormser Freres Gestion 5.16% 36,880 $7.1M
17 Palestra Capital Management LLC 5.01% 677,750 $128.5M
18 Triad Investment Management 4.96% 65,189 $13.4M
19 Pragma Gestao de Patrimonio Ltd 4.86% 48,500 $9.2M
20 Nolet Wealth Management, LLC 4.81% 44,575 $8.5M
21 Third Point LLC 4.78% 525,000 $99.5M
22 Triavera Capital LLC 4.59% 40,502 $7.7M
23 Tran Capital Management, L.P. 4.56% 175,151 $33.2M
24 Arthur M. Cohen & Associates, LLC 4.54% 133,777 $25.5M
25 Cortland Associates Inc/Mo 4.52% 166,024 $31.5M
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 — Danaher Corp Del (DHR)

What does the Smart Money Trend signal show for DHR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DHR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DHR?

More sellers than buyers — 44% buying: Last quarter: 1,227 funds reduced or exited vs 970 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DHR holders?

Elite ownership — 46% AUM from top-100 funds: 69 of 2164 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DHR. 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 DHR?

73% of holders stayed for 2+ years: 1,589 out of 2,171 hedge funds have held DHR 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 Danaher Corp Del (DHR) following the 2026 Q1 hedge fund 13F filings?

As of today, DHR has moved +10.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +6.6%. Since the quarter end (March 31, 2026), DHR has gained -5.6% vs +2.8% 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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