Avita Medical Inc (RCEL) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Avita Medical Inc (RCEL) following the 2026 Q2 hedge fund 13F filings?

As of today, RCEL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), RCEL gained +90.1% vs +5.5% 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.

Avita Medical Inc (RCEL)

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

Smart Money Signals — RCEL

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added RCEL 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 (95% of max)

95% of all-time peak

77 hedge funds hold RCEL 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding RCEL is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 66% buying

53 buying27 selling

Last quarter: 53 funds were net buyers (26 opened a brand new position + 27 added to an existing one). Only 27 were sellers (11 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new RCEL position: 16 → 17 → 8 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 18% medium ■ 32% new

38 out of 77 hedge funds have held RCEL 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.

💎

Buying through price weakness — shares +1680%, value +1235%

Value

+1234%

+1680%

Last quarter: funds added +1680% more shares while total portfolio value only changed +1235%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~26 new funds/quarter

16 → 16 → 17 → 8 → 26 new funds/Q

New funds entering each quarter: 16 → 17 → 8 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 51% veterans vs 33% newcomers

■ 51% veterans ■ 15% 1-2yr ■ 33% new

Entry-cohort mix of 78 holders: 40 (51%) are 2+ year veterans, 12 entered 1–2 years ago, and 26 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

25 of 76 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	77	67	14.93%
13F Shares	87M	5M	1680.23%
Total Value	$226M	$17M	1234.5%
New Positions	26	8	+18
Increased Positions	26	15	+11
Closed Positions	16	19	-3
Reduced Positions	11	29	-18
Total Calls	2	2	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

14.93%

13F Shares

87M

1680.23%

Total Value

$226M

$17M

1234.5%

New Positions

+18

Increased Positions

+11

Closed Positions

-3

Reduced Positions

-18

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q2)

77 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 RCEL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	nVerses Capital, LLC	0.09%	13,668	$56K
2	Thompson Davis & CO., INC.	0.08%	31,090	$128K
3	R Squared Ltd	0.05%	22,883	$95K
4	Abel Hall, LLC	0.01%	15,779	$65K
5	Divisadero Street Capital Management, LP	0.01%	100,000	$413K
6	China Universal Asset Management Co., Ltd.	0.00%	12,500	$52K
7	XTX Topco Ltd	0.00%	57,161	$236K
8	Macquarie Group Ltd	0.00%	144,164	$595K
9	IHT Wealth Management, LLC	0.00%	24,600	$102K
10	NewEdge Advisors, LLC	0.00%	148,931	$615K
11	Marshall Wace, LLP	0.00%	338,387	$1.4M
12	Essential Partners LLC	0.00%	433	$2K
13	Ieq Capital, LLC	0.00%	32,400	$134K
14	Quantinno Capital Management LP	0.00%	105,248	$435K
15	Jain Global LLC	0.00%	30,775	$127K
16	Aqr Capital Management LLC	0.00%	321,013	$1.3M
17	Quadrature Capital Ltd	0.00%	11,829	$49K
18	Gabelli Funds LLC	0.00%	15,000	$62K
19	Qube Research & Technologies Ltd	0.00%	63,784	$263K
20	Tower Research Capital LLC (TRC)	0.00%	2,273	$9K
21	Arax Advisory Partners	0.00%	7,153	$30K
22	Vanguard Fiduciary Trust Co	0.00%	182,402	$753K
23	True Wealth Design, LLC	0.00%	147	—
24	Vanguard Capital Management LLC	0.00%	1,333,914	$5.5M
25	Arrowstreet Capital, Limited Partnership	0.00%	60,746	$251K

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 — Avita Medical Inc (RCEL)

What does the Smart Money Trend signal show for RCEL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RCEL 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 RCEL?

More buyers than sellers — 66% buying: Last quarter: 53 funds were net buyers (26 opened a brand new position + 27 added to an existing one). Only 27 were sellers (11 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RCEL holders?

Smaller funds dominant — 16% AUM from top-100: 25 of 76 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RCEL?

49% of holders stayed for 2+ years: 38 out of 77 hedge funds have held RCEL 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 Avita Medical Inc (RCEL) following the 2026 Q2 hedge fund 13F filings?

As of today, RCEL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), RCEL has gained +90.1% vs +5.5% 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.

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Avita Medical Inc (RCEL)

Smart Money Signals — RCEL

Buying streak — 1 quarter in a row

At the ownership peak (95% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 66% buying

More new buyers each quarter (+18 vs last Q)

49% of holders stayed for 2+ years

Buying through price weakness — shares +1680%, value +1235%

Steady discovery — ~26 new funds/quarter

Veteran-anchored — 51% veterans vs 33% newcomers

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — RCEL

Hedge Fund Ownership: RCEL

Market Analysis: RCEL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RCEL

Is It Too Late to Buy Avita Medical Inc (RCEL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RCEL

Statistics: RCEL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Avita Medical Inc (RCEL)

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