Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORDSON CORP (NDSN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — NDSN

Based on 641 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NDSN 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
641 hedge funds hold NDSN 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

305 buying286 selling
Last quarter: 305 funds bought or added vs 286 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 (+36 vs last Q)

new funds entering per quarter
Funds opening a new NDSN position: 64 → 81 → 80 → 116. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 15% medium ■ 18% new
429 out of 641 hedge funds have held NDSN 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.
📈

Growing discovery — still being found

71 → 64 → 81 → 80 → 116 new funds/Q
New funds entering each quarter: 64 → 81 → 80 → 116. A growing number of institutions are discovering NDSN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 21% new
Of 646 current holders: 445 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
44 of 641 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in NDSN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: NDSN

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

Market Analysis: NDSN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NDSN

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

82 top-rated funds 4 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: NDSN
2026 Q1 Stats Unlock in 11 days 646 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 646 586 10.24%
13F Shares 42M 41M 0.66%
Total Value $9.97B $9.37B 6.41%
New Positions 116 80 +36
Increased Positions 200 191 +9
Closed Positions 53 69 -16
Reduced Positions 242 237 +5
Total Calls 4 5 -20.0%
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: NDSN

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

646 + investors

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

Top 25 institutional holders of NDSN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XXEC, Inc. 7.98% 178,821 $45.5M
2 MCDANIEL TERRY & CO 5.29% 234,252 $62.3M
3 Crown Oak Advisors, LLC 3.90% 29,188 $7.8M
4 Clark & Stuart, Inc 3.83% 21,322 $5.7M
5 Piscataqua Savings Bank 3.74% 20,002 $5.3M
6 Bond & Devick Financial Network, Inc. 3.30% 44,430 $11.8M
7 WINSLOW ASSET MANAGEMENT INC 2.84% 54,998 $15K
8 HARVEY INVESTMENT CO LLC 2.83% 96,741 $26K
9 ROFFMAN MILLER ASSOCIATES INC /PA/ 2.26% 147,179 $39.2M
10 Brendel Financial Advisors LLC 1.97% 14,928 $4.0M
11 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.78% 39,072 $10.4M
12 PENINSULA ASSET MANAGEMENT INC 1.77% 13,000 $3.5M
13 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.27% 308,267 $82.0M
14 Seneca Financial Advisors LLC 1.17% 14,998 $4.0M
15 ALBERT D MASON INC 0.75% 4,333 $1.2M
16 Copeland Capital Management, LLC 0.67% 113,657 $30.2M
17 NORRIS PERNE & FRENCH LLP/MI 0.67% 37,387 $9.9M
18 Boston Trust Walden Corp 0.66% 301,761 $80.3M
19 JOHNSON INVESTMENT COUNSEL INC 0.66% 306,287 $81.5M
20 Uncommon Cents Investing LLC 0.63% 10,133 $2.7M
21 GHP Investment Advisors, Inc. 0.62% 56,275 $15.0M
22 WASHINGTON CAPITAL MANAGEMENT, INC 0.61% 2,700 $718K
23 Vest Financial, LLC 0.61% 189,616 $50.4M
24 LOGAN CAPITAL MANAGEMENT INC 0.53% 45,714 $12.2M
25 LECAP ASSET MANAGEMENT LTD 0.52% 5,224 $1.4M
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 — NORDSON CORP (NDSN)

What does the Smart Money Trend signal show for NDSN?

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

Slight buying edge — 52% buying: Last quarter: 305 funds bought or added vs 286 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 NDSN holders?

Elite ownership — 57% AUM from top-100 funds: 44 of 641 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in NDSN. 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 NDSN?

67% of holders stayed for 2+ years: 429 out of 641 hedge funds have held NDSN 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.