Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Msc Indl Direct Inc (MSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — MSM

Based on 415 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MSM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
415 funds currently hold this stock — 92% of the 3.0-year high of 449 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

217 buying213 selling
Last quarter: 217 funds bought or added vs 213 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new MSM position: 58 → 74 → 64 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 18% new
273 out of 415 hedge funds have held MSM 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.
➡️

Steady discovery — ~73 new funds/quarter

52 → 58 → 74 → 64 → 73 new funds/Q
New funds entering each quarter: 58 → 74 → 64 → 73. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 422 holders: 297 (70%) are 2+ year veterans, 37 entered 1–2 years ago, and 88 (21%) 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
56 of 413 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in MSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — MSM

In 2026 Q1, 217 hedge funds were net buyers of MSM (73 opened a new position, 144 added to an existing one), while 213 reduced or exited (138 trimmed, 75 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 53% of total institutional value in MSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 415.

Hedge Fund Ownership: MSM

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

Market Analysis: MSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSM

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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.

32 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: MSM
2026 Q2 Stats Unlock in 4 days 409 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 409 416 -1.68%
13F Shares 47M 52M -10.9%
Total Value $4.20B $4.08B 2.9%
New Positions 68 64 +4
Increased Positions 143 152 -9
Closed Positions 75 63 +12
Reduced Positions 136 137 -1
Total Calls 3 7 -57.14%
Total Puts 5 8 -37.5%
PUT/CALL Ratio 1.67 1.14 Bearish

Statistics: MSM

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Financial Highlights

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Institutional Holders (2026 Q2)

409 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSM. 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 MSM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Medina Value Partners, LLC 6.03% 258,570 $30.8M
2 SG Capital Management LLC 3.38% 343,793 $40.9M
3 New South Capital Management Inc 2.81% 539,026 $64.1M
4 Lone Peak Global Investors LLC 2.64% 161,417 $19.2M
5 Sandler Capital Management 1.89% 32,085 $3.8M
6 Icon Advisers Inc/Co 1.75% 78,380 $9.3M
7 Butensky & Cohen Financial Security, Inc 1.72% 58,513 $7.0M
8 Intrinsic Edge Capital Management LLC 1.48% 120,000 $14.3M
9 Altrius Capital Management Inc 1.41% 62,228 $7.4M
10 Red Spruce Capital, LLC 1.02% 24,599 $2.9M
11 Chesapeake Asset Management LLC 0.94% 10,887 $1.2M
12 Bragg Financial Advisors, Inc 0.90% 281,492 $33.5M
13 VELA Investment Management, LLC 0.83% 32,636 $3.9M
14 Interval Partners, LP 0.75% 244,604 $29.1M
15 Crawford Investment Counsel Inc 0.74% 374,896 $44.6M
16 Arjuna Capital 0.69% 25,688 $3.1M
17 Tectonic Advisors LLC 0.67% 117,272 $13.9M
18 Epoch Investment Partners, Inc. 0.63% 926,830 $110.2M
19 WINTON GROUP Ltd 0.62% 161,582 $19.2M
20 Intrinsic Edge Capital Management LLC 0.61% 50,000 $5.9M
21 Fuller & Thaler Asset Management, INC. 0.61% 1,887,419 $224.5M
22 SMA Capital LLC 0.60% 12,000 $1.4M
23 NewSquare Capital LLC 0.59% 66,672 $7.9M
24 Qp Wealth Management, LLC 0.56% 3,274 $389K
25 Beacon Investment Advisors LLC 0.54% 14,445 $1.7M
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 — Msc Indl Direct Inc (MSM)

What does the Smart Money Trend signal show for MSM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSM?

Slight buying edge — 50% buying: Last quarter: 217 funds bought or added vs 213 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 MSM holders?

Elite ownership — 53% AUM from top-100 funds: 56 of 413 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in MSM. 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 MSM?

66% of holders stayed for 2+ years: 273 out of 415 hedge funds have held MSM 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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