Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neptune Ins HLDGS Inc Class A (NEPT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +86
Streak
2Q ▲
Buyers last Q
98%

Smart Money Signals — NEPT

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NEPT 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
91 hedge funds hold NEPT 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 — +160% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+160% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 98% buying

91 buying2 selling
Last quarter: 91 funds were net buyers (88 opened a brand new position + 3 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+83 vs last Q)

new funds entering per quarter
Funds opening a new NEPT position: 1 → 1 → 5 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 81% entered in last year

■ 18% conviction (2yr+) ■ 1% medium ■ 81% new
Only 16 funds (18%) 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.
💰

Value +43239% but shares only +29581% — price-driven

Value
+43238%
Shares
+29580%
Last quarter: the total dollar value of institutional holdings rose +43239%, but actual share count only changed +29581%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

3 → 1 → 1 → 5 → 88 new funds/Q
New funds entering each quarter: 1 → 1 → 5 → 88. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 79% of holders entered in last year

■ 21% veterans ■ 0% 1-2yr ■ 79% new
Of 91 current holders: 72 (79%) entered in the past year, only 19 (21%) 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 — 13% AUM from top-100

13% from top-100 AUM funds
22 of 91 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — NEPT

In 2025 Q4, 91 hedge funds were net buyers of NEPT (88 opened a new position, 3 added to an existing one), while 2 reduced or exited (2 sold completely) — a 98% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +86 funds (more new holders than closures). Total institutional holders: 91.

Hedge Fund Ownership: NEPT

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

Market Analysis: NEPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEPT

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: NEPT
2026 Q1 Stats Unlock in 5 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 5 1720.0%
13F Shares 61M 205K 29580.57%
Total Value $1.76B $4M 43238.81%
New Positions 88 5 +83
Increased Positions 3 0 +3
Closed Positions 2 0 +2
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NEPT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

91 + investors

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

Top 25 institutional holders of NEPT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bregal Sagemount IV General Partner Jersey Ltd 100.00% 19,530,472 $472.4M
2 EJF Capital LP 1.27% 74,453 $1.8M
3 TimesSquare Capital Management, LLC 0.37% 898,233 $22K
4 Dockside LLC 0.13% 21,415 $518K
5 SeaBridge Investment Advisors LLC 0.10% 24,756 $599K
6 EMERALD MUTUAL FUND ADVISERS TRUST 0.10% 82,879 $2.0M
7 CenterBook Partners LP 0.03% 25,573 $619K
8 Linden Thomas Advisory Services, LLC 0.03% 12,243 $296K
9 LORD, ABBETT & CO. LLC 0.02% 201,068 $5K
10 Lighthouse Investment Partners, LLC 0.01% 17,107 $414K
11 Walleye Capital LLC 0.01% 135,364 $3.3M
12 Banque Transatlantique SA 0.01% 18,509 $448K
13 Capital International Investors 0.01% 1,348,654 $32.6M
14 DRW Securities, LLC 0.01% 22,000 $532K
15 Y-Intercept (Hong Kong) Ltd 0.01% 14,828 $359K
16 EMERALD ADVISERS, LLC 0.01% 8,555 $207K
17 RENAISSANCE TECHNOLOGIES LLC 0.01% 160,703 $3.9M
18 Capital World Investors 0.00% 1,100,500 $26.6M
19 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% 85,000 $2.1M
20 FIFTH THIRD BANCORP 0.00% 63,302 $1.5M
21 TD ASSET MANAGEMENT INC 0.00% 110,454 $2.7M
22 Financial Management Professionals, Inc. 0.00% 684 $17K
23 SEI INVESTMENTS CO 0.00% 59,114 $1.4M
24 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% 712,444 $17.2M
25 BLAIR WILLIAM & CO/IL 0.00% 10,500 $254K
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 — Neptune Ins HLDGS Inc Class A (NEPT)

What does the Smart Money Trend signal show for NEPT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NEPT 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 NEPT?

More buyers than sellers — 98% buying: Last quarter: 91 funds were net buyers (88 opened a brand new position + 3 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NEPT holders?

Smaller funds dominant — 13% AUM from top-100: 22 of 91 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NEPT?

Mostly new holders — 81% entered in last year: Only 16 funds (18%) 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.