Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GALAPAGOS NV (GLPG)

91 + Investors. Track Smart Money conviction in GLPG. 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
46%

Smart Money Signals — GLPG

Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GLPG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
90 hedge funds hold GLPG 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

43 buying51 selling
Last quarter: 51 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 23 → 18 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
52 out of 90 hedge funds have held GLPG 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.
➡️

Steady discovery — ~15 new funds/quarter

14 → 15 → 23 → 18 → 15 new funds/Q
New funds entering each quarter: 15 → 23 → 18 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 91 current holders: 60 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
13 of 90 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — GLPG

In 2025 Q4, 43 hedge funds were net buyers of GLPG (15 opened a new position, 28 added to an existing one), while 51 reduced or exited (34 trimmed, 17 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 90.

Hedge Fund Ownership: GLPG

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

Market Analysis: GLPG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLPG

Healthcare Biotechnology

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.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: GLPG
2026 Q1 Stats Unlock in 5 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 96 -5.21%
13F Shares 31M 32M -0.28%
Total Value $1.03B $1.09B -5.5%
New Positions 15 18 -3
Increased Positions 33 36 -3
Closed Positions 17 15 +2
Reduced Positions 36 37 -1
Total Calls 1 3 -66.67%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.67 Bullish

Statistics: GLPG

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Financial Highlights

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Institutional Holders (2026 Q1)

91 + investors

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

QUARTER:
Top 25 institutional holders of GLPG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GILEAD SCIENCES, INC. 23.67% 16,707,477 $501.2M
2 BAROMETER CAPITAL MANAGEMENT INC. 0.39% 38,100 $1.1M
3 Monaco Asset Management SAM 0.15% 27,520 $826K
4 denkapparat Operations GmbH 0.13% 10,636 $319K
5 MOODY NATIONAL BANK TRUST DIVISION 0.06% 20,849 $625K
6 ABC ARBITRAGE SA 0.05% 12,744 $382K
7 AXQ CAPITAL, LP 0.03% 6,777 $203K
8 RENAISSANCE TECHNOLOGIES LLC 0.01% 315,400 $9.5M
9 Crossmark Global Holdings, Inc. 0.01% 32,607 $978K
10 Hudson Bay Capital Management LP 0.01% 77,500 $2.3M
11 ALPS ADVISORS INC 0.01% 53,661 $1.6M
12 QRG CAPITAL MANAGEMENT, INC. 0.01% 19,705 $591K
13 China Universal Asset Management Co., Ltd. 0.01% 2,631 $79K
14 Erste Asset Management GmbH 0.00% 14,000 $404K
15 State of Wyoming 0.00% 991 $30K
16 HRT FINANCIAL LP 0.00% 45,168 $1.4M
17 GAMMA Investing LLC 0.00% 2,005 $60K
18 ACADIAN ASSET MANAGEMENT LLC 0.00% 45,942 $1K
19 Orion Porfolio Solutions, LLC 0.00% 7,426 $223K
20 CACTI ASSET MANAGEMENT LLC 0.00% 1,000 $30K
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 449,300 $13.5M
22 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% 8,273 $248K
23 UBS Group AG 0.00% 175,289 $5.3M
24 SIGNATUREFD, LLC 0.00% 1,611 $48K
25 Arax Advisory Partners 0.00% 874 $26K
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 — GALAPAGOS NV (GLPG)

What does the Smart Money Trend signal show for GLPG?

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

More sellers than buyers — 46% buying: Last quarter: 51 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GLPG holders?

Smaller funds dominant — 7% AUM from top-100: 13 of 90 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GLPG?

58% of holders stayed for 2+ years: 52 out of 90 hedge funds have held GLPG 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.