Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fate Therapeutics Inc (FATE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — FATE

Based on 152 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FATE 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 — 85% of 3.0Y peak

85% of all-time peak
152 funds currently hold this stock — 85% of the 3.0-year high of 178 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

87 buying73 selling
Last quarter: 87 funds bought or added vs 73 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 23 → 28 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 24% new
82 out of 152 hedge funds have held FATE 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.
💰

Price up while funds trimmed (+109% value, -5% shares)

Value
+109%
Shares
-5%
Last quarter: total value of institutional FATE holdings rose +109% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

28 → 23 → 23 → 28 → 33 new funds/Q
New funds entering each quarter: 23 → 23 → 28 → 33. A growing number of institutions are discovering FATE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 157 holders: 100 (64%) are 2+ year veterans, 20 entered 1–2 years ago, and 37 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
38 of 152 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FATE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — FATE

In 2026 Q2, 87 hedge funds were net buyers of FATE (33 opened a new position, 54 added to an existing one), while 73 reduced or exited (38 trimmed, 35 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 41% of total institutional value in FATE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 152.

Hedge Fund Ownership: FATE

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

Market Analysis: FATE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FATE

-- --

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FATE
152 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 152 154 -1.3%
13F Shares 72M 76M -5.46%
Total Value $178M $85M 109.2%
New Positions 33 28 +5
Increased Positions 54 52 +2
Closed Positions 35 16 +19
Reduced Positions 35 34 +1
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: FATE

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Institutional Holders (2026 Q2)

152 + investors

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

QUARTER:
Top 25 FATE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redmile Group, LLC 2.33% 12,872,946 $34.8M
2 Johnson & Johnson 1.14% 3,379,064 $9.1M
3 Bruce & Co., Inc. 0.72% 989,188 $2.7M
4 DAFNA Capital Management LLC 0.27% 525,000 $1.4M
5 Privium Fund Management B.V. 0.21% 414,311 $1.1M
6 Schulhoff & Co Inc 0.11% 100,000 $270K
7 Headlands Technologies LLC 0.07% 251,802 $680K
8 Parametrica Management Ltd 0.04% 18,472 $50K
9 Fpc Investment Advisory, INC. 0.03% 26,456 $74K
10 Theory Financial LLC 0.02% 22,222 $60K
11 R Squared Ltd 0.02% 13,122 $35K
12 Abel Hall, LLC 0.02% 35,872 $97K
13 Northern Lights Advisors, Inc. 0.01% 10,040 $27K
14 Susquehanna Portfolio Strategies, LLC 0.01% 338,058 $913K
15 Caerus Investment Advisors, LLC 0.01% 16,037 $43K
16 Arete Wealth Advisors, LLC 0.01% 150,000 $405K
17 Axq Capital, LP 0.01% 40,856 $110K
18 Renaissance Technologies LLC 0.01% 2,983,268 $8.1M
19 Caitong International Asset Management Co., Ltd 0.01% 29,002 $78K
20 Bridgeway Capital Management, LLC 0.01% 185,000 $500K
21 Two Sigma Investments, LP 0.01% 3,589,863 $9.7M
22 XTX Topco Ltd 0.01% 180,826 $488K
23 Bronte Capital Management Pty Ltd. 0.01% 21,740 $59K
24 Ieq Capital, LLC 0.01% 487,728 $1.3M
25 Westmount Partners, LLC 0.01% 10,098 $27K
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 — Fate Therapeutics Inc (FATE)

What does the Smart Money Trend signal show for FATE?

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

Slight buying edge — 54% buying: Last quarter: 87 funds bought or added vs 73 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 FATE holders?

Elite ownership — 41% AUM from top-100 funds: 38 of 152 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FATE. 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 FATE?

54% of holders stayed for 2+ years: 82 out of 152 hedge funds have held FATE 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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