Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hometrust Bancshares Inc (HTB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
50%

Smart Money Signals — HTB

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added HTB 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
137 hedge funds hold HTB 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 — +20% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

58 buying59 selling
Last quarter: 58 funds bought or added vs 59 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.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 19 → 21. 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+) ■ 20% medium ■ 23% new
79 out of 137 hedge funds have held HTB 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

20 → 17 → 19 → 19 → 21 new funds/Q
New funds entering each quarter: 17 → 19 → 19 → 21. A growing number of institutions are discovering HTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 137 holders: 82 (60%) are 2+ year veterans, 16 entered 1–2 years ago, and 39 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
39 of 137 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in HTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
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 — HTB

In 2026 Q1, 58 hedge funds were net buyers of HTB (21 opened a new position, 37 added to an existing one), while 59 reduced or exited (44 trimmed, 15 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in HTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: HTB

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

Market Analysis: HTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTB

-- --

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

Is It Too Late to Buy Hometrust Bancshares Inc (HTB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HTB has moved relative to its sector benchmark (XLF) since the 2026 Q2 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 June 30, 2026 · 45d ago
HTB
+0.5%
XLF
+8.7%

HTB outperformed XLF by -8.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
HTB
+0.0%
XLF
+0.0%

Since the filing became public, HTB outperformed XLF by +0.0% .

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.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: HTB
2026 Q2 Stats Unlock in 5 days 137 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 137 131 4.58%
13F Shares 10M 10M -1.28%
Total Value $429M $449M -4.45%
New Positions 21 19 +2
Increased Positions 37 36 +1
Closed Positions 15 16 -1
Reduced Positions 44 51 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTB

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 Q2)

137 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HTB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oppenheimer & Close, LLC 1.66% 52,708 $2.6M
2 Elizabeth Park Capital Advisors, Ltd. 1.40% 40,760 $2.0M
3 Salzhauer Michael 1.34% 78,725 $3.9M
4 Round Hill Asset Management 0.75% 24,044 $1.2M
5 Daytona Street Capital LLC 0.60% 17,000 $825K
6 EJF Capital LP 0.57% 17,203 $858K
7 Flywheel Private Wealth LLC 0.54% 22,000 $1.1M
8 Polaris Capital Management, LLC 0.51% 107,700 $5.4M
9 Goepper Burkhardt LLC 0.38% 25,599 $1.3M
10 Park Capital Management, LLC / WI 0.35% 12,025 $600K
11 Anchyra Partners LLC 0.17% 13,882 $693K
12 Huber Capital Management LLC 0.13% 17,742 $885K
13 Able Wealth Management LLC 0.10% 9,170 $457K
14 CrossGen Wealth, LLC 0.08% 2,140 $107K
15 Empirical Asset Management, LLC 0.08% 7,299 $364K
16 Princeton Capital Management LLC 0.06% 5,500 $274K
17 Harbor Advisors LLC 0.04% 6,995 $349K
18 Commonwealth Financial Services, LLC 0.03% 4,717 $235K
19 Renaissance Technologies LLC 0.03% 436,815 $21.8M
20 Symmetry Partners, LLC 0.03% 10,652 $531K
21 Equitable Trust Co 0.02% 11,975 $597K
22 Occidental Asset Management, LLC 0.02% 4,216 $210K
23 Occudo Quantitative Strategies LP 0.02% 6,425 $321K
24 Beese Fulmer Investment Management, INC. 0.02% 5,676 $283K
25 Fifth Third Wealth Advisors LLC 0.01% 9,097 $454K
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 — Hometrust Bancshares Inc (HTB)

What does the Smart Money Trend signal show for HTB?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added HTB 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 HTB?

Slight buying edge — 50% buying: Last quarter: 58 funds bought or added vs 59 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 HTB holders?

Elite ownership — 53% AUM from top-100 funds: 39 of 137 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in HTB. 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 HTB?

58% of holders stayed for 2+ years: 79 out of 137 hedge funds have held HTB 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 Hometrust Bancshares Inc (HTB) following the 2026 Q2 hedge fund 13F filings?

As of today, HTB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HTB has gained +0.5% vs +8.7% for XLF. 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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