Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kalaris Therapeutics Inc (KLRS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — KLRS

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added KLRS 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
56 hedge funds hold KLRS 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 — +81% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+81% 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 — 65% buying

30 buying16 selling
Last quarter: 30 funds were net buyers (14 opened a brand new position + 16 added to an existing one). Only 16 were sellers (7 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 25 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 66% entered in last year

■ 4% conviction (2yr+) ■ 30% medium ■ 66% new
Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +3%, value -29%

Value
-29%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -29%. 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

31 → 3 → 8 → 25 → 14 new funds/Q
New funds entering each quarter: 3 → 8 → 25 → 14. A growing number of institutions are discovering KLRS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 56 current holders: 54 (96%) entered in the past year, only 2 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
14 of 56 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — 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 — KLRS

In 2026 Q1, 30 hedge funds were net buyers of KLRS (14 opened a new position, 16 added to an existing one), while 16 reduced or exited (7 trimmed, 9 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: KLRS

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

Market Analysis: KLRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KLRS

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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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: KLRS
55 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 55 56 -1.79%
13F Shares 18M 19M -2.92%
Total Value $73M $107M -31.56%
New Positions 11 14 -3
Increased Positions 18 16 +2
Closed Positions 12 9 +3
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KLRS

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Financial Highlights

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Institutional Holders (2026 Q2)

55 + investors

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

QUARTER:
Top 25 KLRS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Samsara BioCapital, LLC 4.31% 12,881,175 $52.4M
2 Verdad Advisers, LP 0.31% 80,297 $327K
3 WHI TRUST Co LLC 0.26% 97,493 $397K
4 Ikarian Capital, LLC 0.16% 360,000 $1.5M
5 Velan Capital Investment Management LP 0.06% 25,000 $102K
6 Stonepine Capital Management, LLC 0.06% 30,122 $123K
7 Rtw Investments, LP 0.05% 1,300,000 $5.3M
8 WealthTrust Asset Management, LLC 0.04% 20,416 $83K
9 Nano Cap New Millennium Growth Fund L P 0.04% 12,500 $51K
10 Siren, L.L.C. 0.04% 435,798 $1.8M
11 ADAR1 Capital Management, LLC 0.02% 100,000 $407K
12 Fortis Capital Advisors, LLC 0.02% 40,000 $163K
13 Pale Fire Capital SE 0.01% 39,626 $161K
14 Alyeska Investment Group, L.P. 0.01% 572,687 $2.3M
15 Belpointe Asset Management LLC 0.01% 40,000 $163K
16 Boothbay Fund Management, LLC 0.00% 92,261 $376K
17 RBF Capital, LLC 0.00% 17,391 $71K
18 Bridgeway Capital Management, LLC 0.00% 32,500 $132K
19 Independent Advisor Alliance 0.00% 18,125 $74K
20 Woodline Partners LP 0.00% 100,000 $407K
21 Sigma Planning Corp 0.00% 10,167 $41K
22 Renaissance Technologies LLC 0.00% 149,351 $608K
23 Trexquant Investment LP 0.00% 29,737 $121K
24 Quadrature Capital Ltd 0.00% 16,527 $67K
25 Marshall Wace, LLP 0.00% 139,201 $567K
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 — Kalaris Therapeutics Inc (KLRS)

What does the Smart Money Trend signal show for KLRS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added KLRS 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 KLRS?

More buyers than sellers — 65% buying: Last quarter: 30 funds were net buyers (14 opened a brand new position + 16 added to an existing one). Only 16 were sellers (7 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KLRS holders?

Smaller funds dominant — 2% AUM from top-100: 14 of 56 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KLRS?

Mostly new holders — 66% entered in last year: Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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