Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ncs Multistage Hldgs Inc (NCSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — NCSM

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NCSM 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 — 85% of 3.0Y peak

85% of all-time peak
33 funds currently hold this stock — 85% of the 3.0-year high of 39 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+22% 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 sellers than buyers — 47% buying

21 buying24 selling
Last quarter: 24 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 17 → 9. 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 21% medium ■ 30% new
16 out of 33 hedge funds have held NCSM 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 +1%, value -28%

Value
-28%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

4 → 6 → 3 → 17 → 9 new funds/Q
New funds entering each quarter: 6 → 3 → 17 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 30% newcomers

■ 55% veterans ■ 15% 1-2yr ■ 30% new
Entry-cohort mix of 33 holders: 18 (55%) are 2+ year veterans, 5 entered 1–2 years ago, and 10 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
12 of 33 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — NCSM

In 2026 Q2, 21 hedge funds were net buyers of NCSM (9 opened a new position, 12 added to an existing one), while 24 reduced or exited (9 trimmed, 15 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: NCSM

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

Market Analysis: NCSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NCSM

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NCSM
33 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 33 39 -15.38%
13F Shares 2M 2M 1.08%
Total Value $85M $119M -28.35%
New Positions 9 17 -8
Increased Positions 12 10 +2
Closed Positions 15 5 +10
Reduced Positions 9 7 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NCSM

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Financial Highlights

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Institutional Holders (2026 Q2)

33 + investors

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

QUARTER:
Top 25 NCSM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Truffle Hound Capital, LLC 0.75% 80,000 $3.5M
2 Yakira Capital Management, Inc. 0.45% 35,853 $1.6M
3 Advent International, L.P. 0.37% 1,478,426 $65.2M
4 Fortress Investment Group LLC 0.07% 8,544 $377K
5 ArrowMark Colorado Holdings LLC 0.06% 34,455 $1.5M
6 Bridgeway Capital Management, LLC 0.02% 31,345 $1.4M
7 Tocqueville Asset Management L.P. 0.02% 34,696 $1.5M
8 Bailard, INC. 0.01% 7,987 $352K
9 Empowered Funds, LLC 0.00% 21,345 $942K
10 XTX Topco Ltd 0.00% 5,078 $224K
11 OMERS ADMINISTRATION Corp 0.00% 10,500 $463K
12 Trexquant Investment LP 0.00% 6,918 $305K
13 Captrust Financial Advisors 0.00% 15,761 $695K
14 VSM Wealth Advisory, LLC 0.00% 66 $3K
15 Renaissance Technologies LLC 0.00% 12,040 $531K
16 Marshall Wace, LLP 0.00% 19,287 $851K
17 Victory Capital Management Inc 0.00% 11,060 $488K
18 Goldman Sachs Group Inc 0.00% 21,173 $934K
19 Vanguard Fiduciary Trust Co 0.00% 5,031 $222K
20 Citadel Advisors LLC 0.00% 9,040 $399K
21 Vanguard Capital Management LLC 0.00% 36,748 $1.6M
22 PNC Financial Services Group, INC. 0.00% 815 $36K
23 Osaic Holdings, INC. 0.00% 293 $13K
24 BNP Paribas Financial Markets 0.00% 700 $31K
25 UBS Group AG 0.00% 1,154 $51K
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 — Ncs Multistage Hldgs Inc (NCSM)

What does the Smart Money Trend signal show for NCSM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NCSM 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 NCSM?

More sellers than buyers — 47% buying: Last quarter: 24 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NCSM holders?

Smaller funds dominant — 5% AUM from top-100: 12 of 33 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NCSM?

48% of holders stayed for 2+ years: 16 out of 33 hedge funds have held NCSM 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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