43 + Investors. Track Smart Money conviction in OZ. See who's accumulating, reducing, or initiating positions.
Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly
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.
In 2026 Q2, 9 hedge funds were net buyers of OZ (6 opened a new position, 3 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 32% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 43.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in OZ. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2026 Q2) | Prior (2026 Q1) | Change |
|---|---|---|---|
| Funds Holding | 43 | 43 | - |
| 13F Shares | 1M | 1M | -5.43% |
| Total Value | $57M | $70M | -19.27% |
| New Positions | 6 | 6 | - |
| Increased Positions | 3 | 5 | -2 |
| Closed Positions | 6 | 8 | -2 |
| Reduced Positions | 13 | 9 | +4 |
| Total Calls | 0 | 0 | - |
| Total Puts | 0 | 0 | - |
| PUT/CALL Ratio | 0.0 | 0.0 | Bullish |
| Market Cap | -- |
| Enterprise Value | -- |
| Trailing P/E | -- |
| Forward P/E | -- |
| PEG Ratio (5yr expected) | -- |
| Price/Sales (ttm) | -- |
| Price/Book (mrq) | -- |
| Enterprise Value/Revenue | -- |
| Enterprise Value/EBITDA | -- |
| Beta (5Y Monthly) | -- |
| Short Ratio (Days to Cover) | -- |
| Short % of Float | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OZ. Verified SEC 13F-HR filings.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
Heavy selling pressure — only 32% buying: Last quarter: 19 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
Smaller funds dominant — 3% AUM from top-100: 5 of 43 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
42% of holders stayed for 2+ years: 18 out of 43 hedge funds have held OZ 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.
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.