Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Information Svcs Group Inc (III)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — III

Based on 139 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
139 hedge funds hold III 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 — +36% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+36% 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.
🟡

Slight buying edge — 50% buying

72 buying73 selling
Last quarter: 72 funds bought or added vs 73 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 — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 24 → 25 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new
71 out of 139 hedge funds have held III 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 -2%, value -35%

Value
-35%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

14 → 21 → 24 → 25 → 29 new funds/Q
New funds entering each quarter: 21 → 24 → 25 → 29. A growing number of institutions are discovering III each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 30% newcomers

■ 55% veterans ■ 15% 1-2yr ■ 30% new
Entry-cohort mix of 140 holders: 77 (55%) are 2+ year veterans, 21 entered 1–2 years ago, and 42 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
34 of 139 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — III

In 2026 Q1, 72 hedge funds were net buyers of III (29 opened a new position, 43 added to an existing one), while 73 reduced or exited (44 trimmed, 29 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 28% of total institutional value in III is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 139.

Hedge Fund Ownership: III

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

Market Analysis: III

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: III

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: III
138 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 138 139 -0.72%
13F Shares 33M 32M 1.92%
Total Value $135M $122M 10.44%
New Positions 21 29 -8
Increased Positions 57 42 +15
Closed Positions 22 29 -7
Reduced Positions 34 44 -10
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: III

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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 Q2)

138 + investors

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

QUARTER:
Top 25 III holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Private Capital Management, LLC 1.76% 4,874,068 $20.0M
2 Potomac Capital Management, Inc. 0.82% 291,800 $1.2M
3 Themes Management Co LLC 0.77% 281,303 $1.2M
4 Essex Investment Management Co LLC 0.44% 808,345 $3.3M
5 Jb Capital Partners LP 0.31% 487,641 $2.0M
6 Legato Capital Management LLC 0.13% 374,340 $1.5M
7 Unified Investment Management 0.11% 29,300 $120K
8 Williams & Novak Wealth Management, LLC 0.11% 39,996 $164K
9 Hillsdale Investment Management Inc. 0.09% 984,303 $4.0M
10 Integrated Quantitative Investments LLC 0.08% 114,403 $470K
11 Crawford Investment Counsel Inc 0.06% 904,453 $3.7M
12 Tripletail Wealth Management, LLC 0.06% 12,490 $51K
13 Crestwood Advisors Group, LLC 0.05% 819,090 $3.4M
14 Equitable Trust Co 0.05% 277,222 $1.1M
15 Everstar Asset Management, LLC 0.05% 23,465 $96K
16 Abel Hall, LLC 0.04% 52,151 $214K
17 North Star Investment Management Corp. 0.03% 128,883 $530K
18 GDS Wealth Management 0.03% 130,000 $534K
19 Cerity Partners LLC 0.02% 4,647,020 $19.1M
20 Relyea Zuckerberg Hanson LLC 0.02% 56,544 $232K
21 Baron Wealth Management LLC 0.02% 14,550 $60K
22 Seizert Capital Partners, LLC 0.01% 86,346 $355K
23 Ritholtz Wealth Management 0.01% 209,435 $861K
24 Rothschild Wealth LLC 0.01% 34,314 $141K
25 D'Orazio & Associates, Inc. 0.01% 22,517 $93K
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 — Information Svcs Group Inc (III)

What does the Smart Money Trend signal show for III?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for III?

Slight buying edge — 50% buying: Last quarter: 72 funds bought or added vs 73 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 III holders?

Strong quality — 28% AUM from major funds: 34 of 139 holders rank in the top 100 by AUM, accounting for 28% 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 III?

51% of holders stayed for 2+ years: 71 out of 139 hedge funds have held III 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.

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