Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HOLLEY INC (HLLY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — HLLY

Based on 132 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HLLY 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 (96% of max)

96% of all-time peak
132 hedge funds hold HLLY 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
+11 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 — 54% buying

74 buying62 selling
Last quarter: 74 funds bought or added vs 62 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 13 → 41 → 27 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 29% medium ■ 26% new
60 out of 132 hedge funds have held HLLY 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.
💎

Buying through price weakness — shares +1%, value -26%

Value
-25%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~20 new funds/quarter

17 → 13 → 41 → 27 → 20 new funds/Q
New funds entering each quarter: 13 → 41 → 27 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 19% 1-2yr ■ 29% new
Of 133 current holders: 70 (53%) 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 — 24% AUM from major funds

24% from top-100 AUM funds
35 of 132 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — HLLY

In 2026 Q1, 74 hedge funds were net buyers of HLLY (20 opened a new position, 54 added to an existing one), while 62 reduced or exited (36 trimmed, 26 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 24% of total institutional value in HLLY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 132.

Hedge Fund Ownership: HLLY

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

Market Analysis: HLLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLLY

-- --

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

Is It Too Late to Buy HOLLEY INC (HLLY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HLLY has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
HLLY
-18.1%
XLY
+8.2%

HLLY outperformed XLY by -26.3% since March 31, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HLLY
132 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 132 138 -4.35%
13F Shares 72M 71M 1.02%
Total Value $219M $294M -25.54%
New Positions 20 27 -7
Increased Positions 54 63 -9
Closed Positions 26 19 +7
Reduced Positions 36 32 +4
Total Calls 0 1 -100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: HLLY

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

132 + investors

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

QUARTER:
Top 25 institutional holders of HLLY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Parafestas Anastasios 77.63% 166,000 —
2 Blue Owl Capital Holdings LP 3.49% 4,236,888 $13.0M
3 CLEARLAKE CAPITAL GROUP, L.P. 1.24% 2,750,000 $8.4M
4 Mink Brook Asset Management LLC 0.95% 551,738 $1.7M
5 Skylands Capital, LLC 0.40% 993,850 $3.1M
6 FORMULA GROWTH LTD 0.19% 138,520 $425K
7 Hillsdale Investment Management Inc. 0.16% 1,929,461 $5.9M
8 ADVISORY RESEARCH INC 0.12% 326,561 $1.0M
9 CenterBook Partners LP 0.08% 469,293 $1.4M
10 WASATCH ADVISORS LP 0.07% 3,617,782 $11.1M
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% 963,570 $3.0M
12 R Squared Ltd 0.06% 33,606 $103K
13 Allspring Global Investments Holdings, LLC 0.05% 9,823,903 $30.7M
14 State of Wyoming 0.05% 125,425 $385K
15 ALGERT GLOBAL LLC 0.03% 709,202 $2K
16 BAMCO INC /NY/ 0.03% 3,250,000 $10.0M
17 Boston Partners 0.02% 6,614,540 $20.3M
18 Empowered Funds, LLC 0.01% 556,270 $1.7M
19 Certified Advisory Corp 0.01% 21,191 $65K
20 Russell Investments Group, Ltd. 0.01% 1,755,604 $5.4M
21 GSA CAPITAL PARTNERS LLP 0.00% 23,965 —
22 RENAISSANCE TECHNOLOGIES LLC 0.00% 873,100 $2.7M
23 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% 1,646,748 $5.1M
24 Qube Research & Technologies Ltd 0.00% 754,119 $2.3M
25 TWO SIGMA INVESTMENTS, LP 0.00% 1,036,003 $3.2M
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 — HOLLEY INC (HLLY)

What does the Smart Money Trend signal show for HLLY?

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

Slight buying edge — 54% buying: Last quarter: 74 funds bought or added vs 62 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 HLLY holders?

Strong quality — 24% AUM from major funds: 35 of 132 holders rank in the top 100 by AUM, accounting for 24% 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 HLLY?

45% of holders stayed for 2+ years: 60 out of 132 hedge funds have held HLLY 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.

Is it too late to buy HOLLEY INC (HLLY) following the 2026 Q1 hedge fund 13F filings?

Since the quarter end (March 31, 2026), HLLY has gained -18.1% vs +8.2% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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