Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Essilorluxottica (ESLOY)

12 + Investors. Track Smart Money conviction in ESLOY. 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
↑ +2
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — ESLOY

Based on 12 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ESLOY 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.
📊

High ownership — 71% of 3.0Y peak

71% of all-time peak
12 funds currently hold this stock — 71% of the 3.0-year high of 17 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold ESLOY compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

4 buying4 selling
Last quarter: 4 funds bought or added vs 4 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 33% medium 17% new
6 out of 12 hedge funds have held ESLOY 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.
⚠️

Saturation — most institutions already know this story

3 → 4 → 7 → 2 → 2 new funds/Q
New funds entering each quarter: 4 → 7 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 58% veterans vs 33% newcomers

58% veterans 8% 1-2yr 33% new
Entry-cohort mix of 12 holders: 7 (58%) are 2+ year veterans, 1 entered 1–2 years ago, and 4 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 86% AUM from top-100 funds

86% from top-100 AUM funds
2 of 12 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in ESLOY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — ESLOY

In 2026 Q2, 4 hedge funds were net buyers of ESLOY (2 opened a new position, 2 added to an existing one), while 4 reduced or exited (4 trimmed their position) — a 50% buyer ratio, indicating a slight buying edge. 86% of total institutional value in ESLOY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 12.

Hedge Fund Ownership: ESLOY

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

Market Analysis: ESLOY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESLOY

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ESLOY
12 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 12 10 20.0%
13F Shares 23K 46K -50.31%
Total Value $2M $5M -59.42%
New Positions 2 2 -
Increased Positions 2 2 -
Closed Positions 0 9 -9
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESLOY

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Financial Highlights

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Institutional Holders (2026 Q2)

12 + investors

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

QUARTER:
Top 12 ESLOY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GAMMA Investing LLC 0.01% 1,959 $184K
2 Main Street Group, LTD 0.00% 200 $19K
3 Salomon & Ludwin, LLC 0.00% 466 $46K
4 Thurston, Springer, Miller, Herd & Titak, INC. 0.00% 107 $10K
5 Westside Investment Management, Inc. 0.00% 246 $23K
6 Strengthening Families & Communities, LLC 0.00% 78 $7K
7 Rhumbline Advisers 0.00% 19,877 $1.9M
8 Richardson Financial Services INC. 0.00% 5
9 IMA Advisory Services, Inc. 0.00% 13 $1K
10 Ramirez Asset Management, Inc. 0.00% 7
11 First Command Advisory Services, Inc. 0.00% 8
12 PNC Financial Services Group, INC. 0.00% 18 $2K
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 — Essilorluxottica (ESLOY)

What does the Smart Money Trend signal show for ESLOY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ESLOY 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 ESLOY?

Slight buying edge — 50% buying: Last quarter: 4 funds bought or added vs 4 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ESLOY holders?

Elite ownership — 86% AUM from top-100 funds: 2 of 12 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in ESLOY. 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 ESLOY?

50% of holders stayed for 2+ years: 6 out of 12 hedge funds have held ESLOY 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.

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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