Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HOWARD HUGHES HOLDINGS INC (HHH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — HHH

Based on 311 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HHH 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
311 hedge funds hold HHH 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 — +9% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

171 buying137 selling
Last quarter: 171 funds bought or added vs 137 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.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new HHH position: 41 → 54 → 58 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 27% medium ■ 31% new
129 out of 311 hedge funds have held HHH 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.
📈

Growing discovery — still being found

46 → 41 → 54 → 58 → 68 new funds/Q
New funds entering each quarter: 41 → 54 → 58 → 68. A growing number of institutions are discovering HHH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 22% 1-2yr ■ 34% new
Of 321 current holders: 139 (43%) 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.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
38 of 311 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — HHH

In 2025 Q4, 171 hedge funds were net buyers of HHH (68 opened a new position, 103 added to an existing one), while 137 reduced or exited (99 trimmed, 38 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in HHH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 311.

Hedge Fund Ownership: HHH

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

Market Analysis: HHH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HHH

Real Estate Real Estate - Development

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 4 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: HHH
2026 Q1 Stats Unlock in 5 days 321 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 321 296 8.45%
13F Shares 53M 53M -0.65%
Total Value $4.22B $4.37B -3.44%
New Positions 68 58 +10
Increased Positions 116 116 -
Closed Positions 40 40 -
Reduced Positions 120 107 +13
Total Calls 7 10 -30.0%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 0.71 0.7 Neutral

Statistics: HHH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

321 + investors

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

Top 25 institutional holders of HHH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walleye Partners, LLC 4.44% 57,151 $3.6M
2 BERNZOTT CAPITAL ADVISORS 2.74% 90,287 $5.7M
3 Sage Investment Counsel LLC 1.91% 27,163 $1.7M
4 DONALD SMITH & CO., INC. 1.19% 1,043,822 $66.0M
5 Northside Capital Management, LLC 0.72% 130,483 $8.3M
6 BOYAR ASSET MANAGEMENT INC. 0.72% 20,095 $1.3M
7 MSRH, LLC 0.64% 7,200 $574K
8 Motley Fool Wealth Management, LLC 0.62% 86,126 $5.4M
9 IFC Advisors LLC 0.48% 52,674 $3.3M
10 Womack Financial LLC 0.38% 8,253 $522K
11 River Road Asset Management, LLC 0.37% 510,387 $32.3M
12 INDEPENDENT INVESTORS INC 0.36% 28,637 $1.8M
13 KEYNOTE FINANCIAL SERVICES LLC 0.35% 10,550 $667K
14 Sowell Financial Services LLC 0.24% 101,544 $6.4M
15 INGALLS & SNYDER LLC 0.20% 87,304 $6K
16 TrueMark Investments, LLC 0.17% 14,204 $899K
17 Bulldog Investors, LLP 0.17% 12,000 $759K
18 CenterBook Partners LP 0.15% 43,863 $2.8M
19 Oak Thistle LLC 0.15% 24,141 $1.5M
20 Proficio Capital Partners LLC 0.13% 38,130 $2.4M
21 Point Windward Advisors Inc. 0.12% 3,825 $242K
22 Quantum Portfolio Management LLC 0.11% 3,934 $249K
23 Fieldview Capital Management, LLC 0.10% 5,159 $326K
24 OSSIAM 0.09% 84,950 $5.4M
25 MCGUIRE CAPITAL ADVISORS INC 0.08% 1,998 $126K
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 — HOWARD HUGHES HOLDINGS INC (HHH)

What does the Smart Money Trend signal show for HHH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HHH 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 HHH?

Slight buying edge — 56% buying: Last quarter: 171 funds bought or added vs 137 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 HHH holders?

Strong quality — 26% AUM from major funds: 38 of 311 holders rank in the top 100 by AUM, accounting for 26% 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 HHH?

41% of holders stayed for 2+ years: 129 out of 311 hedge funds have held HHH 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.