Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HOLOGIC INC (HOLX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — HOLX

Based on 687 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 HOLX 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
687 hedge funds hold HOLX 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 — +4% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

349 buying372 selling
Last quarter: 372 funds reduced or exited vs 349 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.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new HOLX position: 106 → 104 → 102 → 132. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 14% medium ■ 20% new
457 out of 687 hedge funds have held HOLX 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

75 → 106 → 104 → 102 → 132 new funds/Q
New funds entering each quarter: 106 → 104 → 102 → 132. A growing number of institutions are discovering HOLX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 7% 1-2yr ■ 22% new
Of 708 current holders: 497 (70%) 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.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
47 of 687 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HOLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: HOLX

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

Market Analysis: HOLX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HOLX

-- --

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.

88 top-rated funds 3 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: HOLX
2026 Q1 Stats Unlock in 10 days 708 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 708 709 -0.14%
13F Shares 205M 210M -2.39%
Total Value $15.24B $14.12B 7.91%
New Positions 137 103 +34
Increased Positions 235 269 -34
Closed Positions 134 70 +64
Reduced Positions 275 280 -5
Total Calls 7 18 -61.11%
Total Puts 14 10 40.0%
PUT/CALL Ratio 2.0 0.56 Bearish

Statistics: HOLX

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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 Q1)

708 + investors

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

Top 25 institutional holders of HOLX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SYQUANT CAPITAL SAS 17.98% 1,523,025 $115K
2 T3 Companies, LLC 14.69% 149,276 $11.3M
3 CIBRA Capital Ltd 7.62% 208,996 $15.8M
4 Trium Capital LLP 5.99% 112,548 $8.5M
5 BCK CAPITAL MANAGEMENT LP 4.61% 14,000 $1.1M
6 Kapitalo Investimentos Ltda 4.03% 283,575 $21.4M
7 R Squared Ltd 3.28% 78,909 $6.0M
8 ALPINE ASSOCIATES MANAGEMENT INC. 1.93% 432,210 $32.7M
9 PRENTISS SMITH & CO INC 1.38% 31,510 $2.4M
10 CREDIT INDUSTRIEL ET COMMERCIAL 1.20% 204,250 $15.4M
11 GARDNER LEWIS ASSET MANAGEMENT L P 1.04% 63,627 $4.8M
12 FIRST COMMUNITY TRUST NA 0.90% 16,132 $1.2M
13 NIA IMPACT ADVISORS, LLC 0.78% 23,313 $1.8M
14 Capricorn Fund Managers Ltd 0.76% 64,869 $4.9M
15 Cannon Global Investment Management, LLC 0.52% 3,500 $265K
16 Harrington Investments, INC 0.48% 12,154 $919K
17 WASHINGTON CAPITAL MANAGEMENT, INC 0.37% 5,870 $444K
18 Triodos Investment Management BV 0.36% 62,750 $4.7M
19 EagleClaw Capital Managment, LLC 0.34% 31,984 $2.4M
20 NORTH STAR ASSET MANAGEMENT INC 0.34% 102,412 $7.7M
21 Alberta Investment Management Corp 0.33% 734,000 $55.5M
22 May Hill Capital, LLC 0.32% 17,009 $1.3M
23 Oak Thistle LLC 0.30% 41,438 $3.1M
24 Board of the Pension Protection Fund 0.27% 3,900 $295K
25 Mint Tower Capital Management B.V. 0.26% 38,400 $3K
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 — HOLOGIC INC (HOLX)

What does the Smart Money Trend signal show for HOLX?

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

More sellers than buyers — 48% buying: Last quarter: 372 funds reduced or exited vs 349 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 HOLX holders?

Elite ownership — 48% AUM from top-100 funds: 47 of 687 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HOLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HOLX?

67% of holders stayed for 2+ years: 457 out of 687 hedge funds have held HOLX 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.