Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIANTHUS THERAPEUTICS INC (DNTH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
6Q ▲
Buyers last Q
70%

Smart Money Signals — DNTH

Based on 166 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added DNTH 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
166 hedge funds hold DNTH 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 — +78% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+78% 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 — 70% buying

121 buying51 selling
Last quarter: 121 funds were net buyers (46 opened a brand new position + 75 added to an existing one). Only 51 were sellers (30 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 18 → 52 → 46. 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.
🔄

Mostly new holders — 43% entered in last year

■ 16% conviction (2yr+) ■ 40% medium ■ 43% new
Only 27 funds (16%) 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.
🚀

Acceleration phase — new buyers rushing in

15 → 18 → 18 → 52 → 46 new funds/Q
New funds entering each quarter: 18 → 18 → 52 → 46. 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.
📊

Mixed cohorts — 19% veterans, 48% new entrants

■ 19% veterans ■ 33% 1-2yr ■ 48% new
Of 169 current holders: 32 (19%) held 2+ years, 56 held 1–2 years, 81 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
44 of 166 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in DNTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — DNTH

In 2025 Q4, 121 hedge funds were net buyers of DNTH (46 opened a new position, 75 added to an existing one), while 51 reduced or exited (30 trimmed, 21 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in DNTH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 166.

Hedge Fund Ownership: DNTH

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

Market Analysis: DNTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DNTH

-- --

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.

29 top-rated funds 5 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: DNTH
2026 Q1 Stats Unlock in 5 days 166 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 166 146 13.7%
13F Shares 49M 48M 3.48%
Total Value $2.00B $1.86B 7.51%
New Positions 45 52 -7
Increased Positions 79 48 +31
Closed Positions 23 14 +9
Reduced Positions 36 39 -3
Total Calls 1 4 -75.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: DNTH

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Institutional Holders (2026 Q1)

166 + investors

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

QUARTER:
Top 25 institutional holders of DNTH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avidity Partners Management LP 41.81% 2,104,184 $184.7M
2 Octagon Capital Advisors LP 18.08% 1,946,667 $163.4M
3 Fairmount Funds Management LLC 15.38% 2,537,191 $212.9M
4 Catalio Capital Management, LP 9.82% 560,308 $47.0M
5 Spruce Street Capital LP 7.53% 373,274 $31.3M
6 SILVERARC CAPITAL MANAGEMENT, LLC 5.61% 654,746 $54.9M
7 Sio Capital Management, LLC 4.45% 370,045 $31.1M
8 TCG Crossover Management, LLC 4.03% 1,676,624 $140.7M
9 Cormorant Asset Management, LP 4.00% 950,000 $79.7M
10 Venrock Adviser, LLC 3.70% 1,180,000 $99.0M
11 Bain Capital Life Sciences Investors, LLC 2.74% 362,470 $30.4M
12 Artia Global Partners LP 2.74% 162,990 $13.7M
13 BRAIDWELL LP 2.52% 899,364 $75.5M
14 RA CAPITAL MANAGEMENT, L.P. 2.32% 2,611,733 $219.2M
15 First Turn Management, LLC 2.07% 220,921 $18.5M
16 Logos Global Management LP 1.68% 400,000 $33.6M
17 Affinity Asset Advisors, LLC 1.52% 350,000 $29.4M
18 Patient Square Capital LP 1.40% 93,882 $7.9M
19 STEMPOINT CAPITAL LP 1.39% 85,502 $7.2M
20 Atika Capital Management LLC 1.36% 128,800 $10.8M
21 PFM Health Sciences, LP 1.32% 172,137 $14.4M
22 MOODY ALDRICH PARTNERS LLC 1.24% 82,129 $6.9M
23 TANG CAPITAL MANAGEMENT LLC 1.13% 264,692 $22.2M
24 DEERFIELD MANAGEMENT COMPANY, L.P. 1.01% 1,019,813 $85.6M
25 Rhenman & Partners Asset Management AB 0.85% 81,627 $6.9M
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 — DIANTHUS THERAPEUTICS INC (DNTH)

What does the Smart Money Trend signal show for DNTH?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added DNTH 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 DNTH?

More buyers than sellers — 70% buying: Last quarter: 121 funds were net buyers (46 opened a brand new position + 75 added to an existing one). Only 51 were sellers (30 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DNTH holders?

Elite ownership — 42% AUM from top-100 funds: 44 of 166 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in DNTH. 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 DNTH?

Mostly new holders — 43% entered in last year: Only 27 funds (16%) 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.