Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Puma Biotechnology Inc (PBYI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — PBYI

Based on 156 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PBYI 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
156 hedge funds hold PBYI 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 — +33% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+33% 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.
🟡

Slight buying edge — 59% buying

89 buying61 selling
Last quarter: 89 funds bought or added vs 61 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 25 → 33 → 27. 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 20% medium ■ 27% new
83 out of 156 hedge funds have held PBYI 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

27 → 20 → 25 → 33 → 27 new funds/Q
New funds entering each quarter: 20 → 25 → 33 → 27. A growing number of institutions are discovering PBYI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 7% 1-2yr ■ 35% new
Of 157 current holders: 91 (58%) 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.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
41 of 156 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — PBYI

In 2026 Q1, 89 hedge funds were net buyers of PBYI (27 opened a new position, 62 added to an existing one), while 61 reduced or exited (39 trimmed, 22 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in PBYI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 156.

Hedge Fund Ownership: PBYI

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

Market Analysis: PBYI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBYI

-- --

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

Is It Too Late to Buy Puma Biotechnology Inc (PBYI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PBYI has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
PBYI
+14.7%
XLV
+4.9%

PBYI outperformed XLV by +9.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
PBYI
+5.9%
XLV
+6.0%

Since the filing became public, PBYI outperformed XLV by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PBYI
155 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 155 151 2.65%
13F Shares 38M 35M 6.61%
Total Value $221M $211M 4.71%
New Positions 26 33 -7
Increased Positions 61 51 +10
Closed Positions 22 16 +6
Reduced Positions 38 40 -2
Total Calls 2 3 -33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBYI

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

155 + investors

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

QUARTER:
Top 25 PBYI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Acorn Capital Advisors, LLC 7.50% 4,131,299 $26.4M
2 Haven Private, LLC 0.43% 155,260 $992K
3 Globeflex Capital L P 0.34% 349,651 $2.2M
4 C2C Wealth Management, LLC 0.13% 23,620 $151K
5 Round Rock Advisors LLC 0.13% 128,912 $824K
6 Kennedy Capital Management LLC 0.12% 889,601 $5.7M
7 EntryPoint Capital, LLC 0.10% 53,464 $342K
8 Bridgeway Capital Management, LLC 0.10% 775,341 $5.0M
9 Virtus Advisers, LLC 0.09% 29,347 $188K
10 Ritholtz Wealth Management 0.09% 774,308 $4.9M
11 Perkins Capital Management Inc 0.07% 12,500 $80K
12 Baron Wealth Management LLC 0.07% 38,278 $245K
13 State of Wyoming 0.06% 75,808 $484K
14 Williams & Novak, LLC 0.05% 10,639 $72K
15 D'Orazio & Associates, Inc. 0.04% 49,915 $319K
16 Philadelphia Investment Partners, LLC 0.04% 9,000 $58K
17 O'shaughnessy Asset Management, LLC 0.04% 1,138,169 $7.3M
18 Renaissance Technologies LLC 0.02% 1,942,413 $12.4M
19 Prospera Financial Services Inc 0.02% 173,051 $1.1M
20 One Wealth Advisors, LLC 0.02% 21,079 $135K
21 Abel Hall, LLC 0.02% 11,474 $73K
22 WINTON GROUP Ltd 0.01% 66,333 $424K
23 Evergreen Capital Management LLC 0.01% 96,000 $613K
24 Kathmere Capital Management, LLC 0.01% 29,779 $190K
25 Connor, Clark & Lunn Investment Management Ltd. 0.01% 782,798 $5.0M
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 — Puma Biotechnology Inc (PBYI)

What does the Smart Money Trend signal show for PBYI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PBYI 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 PBYI?

Slight buying edge — 59% buying: Last quarter: 89 funds bought or added vs 61 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 PBYI holders?

Strong quality — 35% AUM from major funds: 41 of 156 holders rank in the top 100 by AUM, accounting for 35% 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 PBYI?

53% of holders stayed for 2+ years: 83 out of 156 hedge funds have held PBYI 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.

Is it too late to buy Puma Biotechnology Inc (PBYI) following the 2026 Q1 hedge fund 13F filings?

As of today, PBYI has moved +5.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), PBYI has gained +14.7% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →