Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADVISORS INNER CIRCLE FD II (EDGH)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
19%

Smart Money Signals — EDGH

Based on 25 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 EDGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
25 funds currently hold this stock — 86% of the 3.0-year high of 29 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +67% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+67% 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.
🔴

Heavy selling pressure — only 19% buying

5 buying22 selling
Last quarter: 22 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 11 → 9 → 1. 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 — 48% entered in last year

4% conviction (2yr+) 48% medium 48% new
Only 1 funds (4%) 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.
📊

Peak discovery — momentum slowing

3 → 4 → 11 → 9 → 1 new funds/Q
New funds entering each quarter: 4 → 11 → 9 → 1. EDGH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 56% of holders entered in last year

4% veterans 40% 1-2yr 56% new
Of 25 current holders: 14 (56%) entered in the past year, only 1 (4%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
3 of 25 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 — EDGH

In 2026 Q1, 5 hedge funds were net buyers of EDGH (1 opened a new position, 4 added to an existing one), while 22 reduced or exited (17 trimmed, 5 sold completely) — a 19% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 25.

Hedge Fund Ownership: EDGH

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

Market Analysis: EDGH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDGH

-- --

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

Is It Too Late to Buy ADVISORS INNER CIRCLE FD II (EDGH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EDGH 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 · 72d ago
EDGH
nan%
SPY
+11.7%

EDGH outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
EDGH
nan%
SPY
-1.7%

Since the filing became public, EDGH outperformed SPY by nan% .

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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EDGH
25 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 25 29 -13.79%
13F Shares 4M 5M -16.02%
Total Value $145M $157M -8.02%
New Positions 1 9 -8
Increased Positions 4 5 -1
Closed Positions 5 6 -1
Reduced Positions 17 12 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDGH

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Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

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

QUARTER:
Top 25 institutional holders of EDGH — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMG Asset Management Group, Inc. 1.32% 49,803 $1.7M
2 Silver Grove Financial Group, Inc. 1.17% 42,536 $1.5M
3 Orion Porfolio Solutions, LLC 0.74% 2,553,005 $87.3M
4 PACIFIC FINANCIAL GROUP INC 0.21% 11,322 $387K
5 Strategic Blueprint, LLC 0.13% 64,881 $2.2M
6 3EDGE Asset Management, LP 0.13% 75,671 $2.6M
7 POTOMAC FUND MANAGEMENT INC /ADV 0.09% 78,761 $2.7M
8 Basepoint Wealth LLC 0.08% 3,901 $133K
9 Mowery & Schoenfeld Wealth Management, LLC 0.07% 1,312 $45K
10 OSAIC HOLDINGS, INC. 0.05% 1,068,089 $36.5M
11 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% 39,822 $1.4M
12 Ausdal Financial Partners, Inc. 0.02% 12,002 $411K
13 INTEGRITY ALLIANCE, LLC. 0.01% 9,761 $334K
14 Cambridge Investment Research Advisors, Inc. 0.01% 111,663 $4K
15 Ashton Thomas Private Wealth, LLC 0.01% 11,021 $377K
16 Sowell Financial Services LLC 0.01% 6,785 $232K
17 Private Advisor Group, LLC 0.00% 29,841 $1.0M
18 Atria Investments, Inc 0.00% 6,785 $232K
19 TSFG, LLC 0.00% 485
20 ENVESTNET ASSET MANAGEMENT INC 0.00% 124,094 $4.2M
21 Sanctuary Advisors, LLC 0.00% 6,119 $209K
22 LPL Financial LLC 0.00% 35,371 $1.2M
23 Federation des caisses Desjardins du Quebec 0.00% 500 $17K
24 ASSETMARK, INC 0.00% 73 $2K
25 UBS Group AG 0.00% 336 $11K
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 — ADVISORS INNER CIRCLE FD II (EDGH)

What does the Smart Money Trend signal show for EDGH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EDGH 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 EDGH?

Heavy selling pressure — only 19% buying: Last quarter: 22 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for EDGH holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 25 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDGH?

Mostly new holders — 48% entered in last year: Only 1 funds (4%) 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 ADVISORS INNER CIRCLE FD II (EDGH) following the 2026 Q1 hedge fund 13F filings?

As of today, EDGH has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), EDGH has gained nan% vs +11.7% 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.

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