Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MECHANICS BANCORP (HMST)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
69%

Smart Money Signals — HMST

Based on 125 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 HMST 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
125 hedge funds hold HMST 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 — +18% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

82 buying37 selling
Last quarter: 82 funds were net buyers (30 opened a brand new position + 52 added to an existing one). Only 37 were sellers (22 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new HMST position: 18 → 10 → 23 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 17% medium ■ 25% new
73 out of 125 hedge funds have held HMST 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.
🚀

Acceleration phase — new buyers rushing in

20 → 18 → 10 → 23 → 30 new funds/Q
New funds entering each quarter: 18 → 10 → 23 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 13% 1-2yr ■ 25% new
Of 126 current holders: 77 (61%) 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 — 33% AUM from major funds

33% from top-100 AUM funds
26 of 125 holders rank in the top 100 by AUM, accounting for 33% 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 — HMST

In 2025 Q4, 82 hedge funds were net buyers of HMST (30 opened a new position, 52 added to an existing one), while 37 reduced or exited (22 trimmed, 15 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in HMST is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 125.

Hedge Fund Ownership: HMST

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

Market Analysis: HMST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HMST

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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.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: HMST
2026 Q1 Stats Unlock in 7 days 126 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 126 110 14.55%
13F Shares 30M 19M 59.36%
Total Value $431M $250M 72.53%
New Positions 30 23 +7
Increased Positions 53 38 +15
Closed Positions 15 7 +8
Reduced Positions 22 30 -8
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HMST

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Institutional Holders (2026 Q1)

126 + investors

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

Top 25 institutional holders of HMST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital LLC 4.71% 347,733 $5.1M
2 Mechanics Bank Trust Department 4.70% 2,301,961 $34.0M
3 Pinnacle Holdings, LLC 1.21% 253,114 $3.7M
4 Gator Capital Management, LLC 0.77% 254,501 $3.8M
5 CCG WEALTH MANAGEMENT, LLC 0.68% 171,072 $2.5M
6 CALDWELL SUTTER CAPITAL, INC. 0.62% 103,285 $1.5M
7 CenterBook Partners LP 0.41% 515,725 $7.6M
8 Composition Wealth, LLC 0.23% 1,115,781 $16.5M
9 ELCO Management Co., LLC 0.09% 12,724 $188K
10 EMERALD MUTUAL FUND ADVISERS TRUST 0.04% 60,462 $892K
11 Farther Finance Advisors, LLC 0.00% 29,696 $437K
12 Hilltop National Bank 0.00% 1,040 $15K
13 AlphaQuest LLC 0.00% 2,841 $42K
14 Police & Firemen's Retirement System of New Jersey 0.00% 14,278 $211K
15 INTECH INVESTMENT MANAGEMENT LLC 0.00% 12,286 $181K
16 Red Tortoise LLC 0.00% 281 $4K
17 VOYA INVESTMENT MANAGEMENT LLC 0.00% 96,589 $1.4M
18 NISA INVESTMENT ADVISORS, LLC 0.00% 22,863 $337K
19 VANGUARD FIDUCIARY TRUST CO 0.00% 309,311 $4.6M
20 GAMMA Investing LLC 0.00% 1,220 $18K
21 FIRST TRUST ADVISORS LP 0.00% 78,302 $1.2M
22 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 2,080,439 $30.7M
23 RHUMBLINE ADVISERS 0.00% 50,021 $738K
24 Quantbot Technologies LP 0.00% 793 $12K
25 Sterling Capital Management LLC 0.00% 1,616 $24K
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 — MECHANICS BANCORP (HMST)

What does the Smart Money Trend signal show for HMST?

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

More buyers than sellers — 69% buying: Last quarter: 82 funds were net buyers (30 opened a brand new position + 52 added to an existing one). Only 37 were sellers (22 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HMST holders?

Strong quality — 33% AUM from major funds: 26 of 125 holders rank in the top 100 by AUM, accounting for 33% 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 HMST?

58% of holders stayed for 2+ years: 73 out of 125 hedge funds have held HMST 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.