Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fortress Biotech Inc (FBIO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — FBIO

Based on 54 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 FBIO 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 — 93% of 3.0Y peak

93% of all-time peak
54 funds currently hold this stock — 93% of the 3.0-year high of 58 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

30 buying28 selling
Last quarter: 30 funds bought or added vs 28 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 11 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 37% new

■ 37% conviction (2yr+) ■ 26% medium ■ 37% new
Of the 54 current holders: 20 (37%) held >2 years, 14 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

11 → 20 → 11 → 11 → 15 new funds/Q
New funds entering each quarter: 20 → 11 → 11 → 15. FBIO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 52% veterans vs 38% newcomers

■ 52% veterans ■ 10% 1-2yr ■ 38% new
Entry-cohort mix of 58 holders: 30 (52%) are 2+ year veterans, 6 entered 1–2 years ago, and 22 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
15 of 54 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — FBIO

In 2026 Q2, 30 hedge funds were net buyers of FBIO (15 opened a new position, 15 added to an existing one), while 28 reduced or exited (17 trimmed, 11 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 23% of total institutional value in FBIO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: FBIO

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

Market Analysis: FBIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FBIO

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FBIO
54 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 50 8.0%
13F Shares 6M 6M 11.92%
Total Value $17M $14M 17.87%
New Positions 15 11 +4
Increased Positions 14 13 +1
Closed Positions 11 13 -2
Reduced Positions 16 15 +1
Total Calls 1 2 -50.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 3.0 1.0 Bearish

Statistics: FBIO

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

54 + investors

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

QUARTER:
Top 25 FBIO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Opaleye Management Inc. 0.25% 890,000 $2.7M
2 Integrated Quantitative Investments LLC 0.03% 68,692 $210K
3 Carlson Financial, INC. 0.03% 13,009 $48K
4 180 Wealth Advisors, LLC 0.02% 61,600 $188K
5 Bridgeway Capital Management, LLC 0.01% 177,368 $543K
6 Prelude Capital Management, LLC 0.01% 41,507 $127K
7 Weaver Consulting Group 0.01% 10,367 $32K
8 Abacus Planning Group, Inc. 0.01% 14,534 $44K
9 PFG Investments, LLC 0.00% 36,501 $112K
10 HB Wealth Management, LLC 0.00% 116,675 $357K
11 Mackenzie Financial Corp 0.00% 555,676 $1.7M
12 Integrated Wealth Concepts LLC 0.00% 90,400 $277K
13 Choreo, LLC 0.00% 36,250 $111K
14 Kestra Advisory Services, LLC 0.00% 116,235 $356K
15 Panagora Asset Management Inc 0.00% 66,025 $202K
16 Two Sigma Investments, LP 0.00% 213,786 $654K
17 Empowered Funds, LLC 0.00% 25,000 $76K
18 Forum Financial Management, LP 0.00% 10,000 $31K
19 Renaissance Technologies LLC 0.00% 86,390 $264K
20 Truvestments Capital LLC 0.00% 702 $2K
21 SBI Securities Co., Ltd. 0.00% 3,650 $11K
22 NewEdge Advisors, LLC 0.00% 14,927 $46K
23 Vanguard Fiduciary Trust Co 0.00% 166,371 $509K
24 Tower Research Capital LLC (TRC) 0.00% 1,404 $4K
25 Susquehanna International Group, LLP 0.00% 356,000 $1.1M
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 — Fortress Biotech Inc (FBIO)

What does the Smart Money Trend signal show for FBIO?

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

Slight buying edge — 52% buying: Last quarter: 30 funds bought or added vs 28 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 FBIO holders?

Strong quality — 23% AUM from major funds: 15 of 54 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FBIO?

Mixed — 37% long-term, 37% new: Of the 54 current holders: 20 (37%) held >2 years, 14 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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