Neptune Ins Hldgs Inc (NEPT) Hedge Fund Ownership (Q2 2026)

Neptune Ins Hldgs Inc (NEPT)

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

Smart Money Signals — NEPT

Based on 134 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

134 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 — +13300% more funds vs a year ago

fund count last 6Q

+133 new funds entered over the past year (+13300% 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 — 74% buying

105 buying37 selling

Last quarter: 105 funds were net buyers (52 opened a brand new position + 53 added to an existing one). Only 37 were sellers (23 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter

Funds opening a new NEPT position: 5 → 90 → 32 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 84% entered in last year

■ 13% conviction (2yr+) ■ 3% medium ■ 84% new

Only 17 funds (13%) 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 +33% but shares only +6% — price-driven

Value

+33%

+5%

Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +6%. 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.

➡️

Steady discovery — ~52 new funds/quarter

1 → 5 → 90 → 32 → 52 new funds/Q

New funds entering each quarter: 5 → 90 → 32 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 84% of holders entered in last year

■ 16% veterans ■ 0% 1-2yr ■ 84% new

Of 134 current holders: 113 (84%) entered in the past year, only 21 (16%) 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.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

37 of 134 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	134	96	39.58%
13F Shares	67M	64M	5.63%
Total Value	$1.86B	$1.40B	33.47%
New Positions	52	32	+20
Increased Positions	53	33	+20
Closed Positions	14	29	-15
Reduced Positions	23	19	+4
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

134

39.58%

13F Shares

67M

64M

5.63%

Total Value

$1.86B

$1.40B

33.47%

New Positions

+20

Increased Positions

+20

Closed Positions

-15

Reduced Positions

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

134 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NEPT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	FTV Management Company, L.P.	100.00%	16,310,781	$513.8M
2	Bregal Sagemount IV General Partner Jersey Ltd	100.00%	14,252,718	$449.0M
3	Azora Capital LP	1.95%	1,467,570	$46.2M
4	EJF Capital LP	1.76%	83,554	$2.6M
5	Grandeur Peak Global Advisors, LLC	1.25%	214,926	$5.4M
6	Maltese Capital Management LLC	0.52%	90,000	$2.8M
7	ArrowMark Colorado Holdings LLC	0.42%	318,490	$10.0M
8	Seven Grand Managers, LLC	0.25%	200,000	$6.3M
9	Driehaus Capital Management LLC	0.24%	1,297,130	$40.9M
10	Dockside LLC	0.23%	30,795	$970K
11	Manchester Global Management (UK) Ltd	0.23%	65,180	$2.1M
12	Frontier Capital Management Co LLC	0.22%	746,054	$23.5M
13	Burkehill Global Management, LP	0.20%	172,500	$5.4M
14	Hound Partners, LLC	0.18%	50,500	$1.6M
15	Freestone Grove Partners LP	0.17%	851,067	$26.8M
16	Woodline Partners LP	0.11%	1,178,446	$37.1M
17	SeaBridge Investment Advisors LLC	0.10%	22,475	$708K
18	FJ Capital Management LLC	0.09%	22,993	$724K
19	Select Equity Group, L.P.	0.09%	588,809	$18.5M
20	Soros Fund Management LLC	0.07%	172,280	$5.4M
21	Emerald Mutual Fund Advisers Trust	0.06%	55,248	$1.7M
22	Symmetry Investments LP	0.06%	27,750	$874K
23	Aquatic Capital Management LLC	0.05%	46,819	$1.5M
24	BlueCrest Capital Management Ltd	0.05%	45,000	$1.4M
25	Walleye Capital LLC	0.04%	321,146	$10.1M

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 (NEPT)

What does the Smart Money Trend signal show for NEPT?

Buying streak — 4 quarters in a row: For 4 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 — 74% buying: Last quarter: 105 funds were net buyers (52 opened a brand new position + 53 added to an existing one). Only 37 were sellers (23 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NEPT holders?

Strong quality — 21% AUM from major funds: 37 of 134 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NEPT?

Mostly new holders — 84% entered in last year: Only 17 funds (13%) 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.

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Neptune Ins Hldgs Inc (NEPT)

Smart Money Signals — NEPT

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +13300% more funds vs a year ago

More buyers than sellers — 74% buying

More new buyers each quarter (+20 vs last Q)

Mostly new holders — 84% entered in last year

Value +33% but shares only +6% — price-driven

Steady discovery — ~52 new funds/quarter

Early stage — 84% of holders entered in last year

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — NEPT

Hedge Fund Ownership: NEPT

Market Analysis: NEPT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NEPT

Hedge Fund Positioning: NEPT

Statistics: NEPT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Neptune Ins Hldgs Inc (NEPT)

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