Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Inflarx NV (IFRX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
1Q ▲
Buyers last Q
77%

Smart Money Signals — IFRX

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IFRX 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
61 hedge funds hold IFRX 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.
🚀

Fast accumulation — +110% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+110% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 77% buying

43 buying13 selling
Last quarter: 43 funds were net buyers (30 opened a brand new position + 13 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new IFRX position: 7 → 13 → 6 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 48% new

■ 38% conviction (2yr+) ■ 15% medium ■ 48% new
Of the 61 current holders: 23 (38%) held >2 years, 9 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +1111% but shares only +382% — price-driven

Value
+1110%
Shares
+381%
Last quarter: the total dollar value of institutional holdings rose +1111%, but actual share count only changed +382%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

10 → 7 → 13 → 6 → 30 new funds/Q
New funds entering each quarter: 7 → 13 → 6 → 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.
🏛️

Veteran-anchored — 56% veterans vs 38% newcomers

■ 56% veterans ■ 6% 1-2yr ■ 38% new
Entry-cohort mix of 66 holders: 37 (56%) are 2+ year veterans, 4 entered 1–2 years ago, and 25 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
16 of 61 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IFRX

In 2026 Q2, 43 hedge funds were net buyers of IFRX (30 opened a new position, 13 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 61.

Hedge Fund Ownership: IFRX

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

Market Analysis: IFRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IFRX

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IFRX
61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 34 79.41%
13F Shares 91M 19M 381.54%
Total Value $204M $17M 1110.92%
New Positions 30 6 +24
Increased Positions 13 7 +6
Closed Positions 3 6 -3
Reduced Positions 8 10 -2
Total Calls 3 2 50.0%
Total Puts 2 0 100%
PUT/CALL Ratio 0.67 0.0 Bullish

Statistics: IFRX

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Institutional Holders (2026 Q2)

61 + investors

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

QUARTER:
Top 25 IFRX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kalehua Capital Management LLC 4.65% 2,897,769 $6.5M
2 Spruce Street Capital LP 2.35% 5,352,198 $12.0M
3 Squadron Capital Management LLC 1.39% 2,000,000 $4.5M
4 Great Point Partners LLC 1.29% 3,046,557 $6.8M
5 Stempoint Capital LP 1.25% 3,228,255 $7.2M
6 Commodore Capital LP 0.97% 7,300,000 $16.4M
7 Montanova Capital, LLC 0.94% 22,933,910 $51.4M
8 T3 Companies, LLC 0.79% 331,014 $741K
9 TCG Crossover Management, LLC 0.78% 14,500,000 $32.5M
10 683 Capital Management, LLC 0.56% 5,065,000 $11.3M
11 ADAR1 Capital Management, LLC 0.31% 3,000,000 $6.7M
12 Eversept Partners, LP 0.15% 1,304,069 $2.9M
13 DCF Advisers, LLC 0.09% 228,500 $512K
14 MYDA Advisors LLC 0.05% 150,000 $336K
15 Axiom Investment Management LLC 0.01% 10,000 $22K
16 Woodline Partners LP 0.01% 2,105,486 $4.7M
17 Jefferies Financial Group Inc. 0.01% 775,349 $1.7M
18 XTX Topco Ltd 0.01% 335,312 $751K
19 Pacifica Partners Inc. 0.01% 14,210 $32K
20 Insigneo Advisory Services, LLC 0.01% 60,250 $135K
21 Axq Capital, LP 0.00% 18,154 $41K
22 Quadrature Capital Ltd 0.00% 155,416 $348K
23 Persistent Asset Partners Ltd 0.00% 3,707 $8K
24 China Universal Asset Management Co., Ltd. 0.00% 16,000 $36K
25 Marshall Wace, LLP 0.00% 711,296 $1.6M
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 — Inflarx NV (IFRX)

What does the Smart Money Trend signal show for IFRX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IFRX 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 IFRX?

More buyers than sellers — 77% buying: Last quarter: 43 funds were net buyers (30 opened a brand new position + 13 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IFRX holders?

Smaller funds dominant — 15% AUM from top-100: 16 of 61 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IFRX?

Mixed — 38% long-term, 48% new: Of the 61 current holders: 23 (38%) held >2 years, 9 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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