Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RESIDEO TECHNOLOGIES INC (REZI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — REZI

Based on 440 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their REZI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
440 hedge funds hold REZI 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

188 buying239 selling
Last quarter: 239 funds reduced or exited vs 188 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-45 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 44 → 117 → 72. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
258 out of 440 hedge funds have held REZI 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 +3%, value -16%

Value
-16%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

65 → 56 → 44 → 117 → 72 new funds/Q
New funds entering each quarter: 56 → 44 → 117 → 72. 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.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 24% new
Of 446 current holders: 292 (65%) 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.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
53 of 440 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in REZI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — REZI

In 2025 Q4, 188 hedge funds were net buyers of REZI (72 opened a new position, 116 added to an existing one), while 239 reduced or exited (161 trimmed, 78 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 41% of total institutional value in REZI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 440.

Hedge Fund Ownership: REZI

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

Market Analysis: REZI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: REZI

-- --

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.

21 top-rated funds 2 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: REZI
2026 Q1 Stats Unlock in 5 days 440 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 440 448 -1.79%
13F Shares 147M 143M 3.17%
Total Value $5.17B $6.15B -16.02%
New Positions 73 117 -44
Increased Positions 117 106 +11
Closed Positions 79 47 +32
Reduced Positions 166 143 +23
Total Calls 5 7 -28.57%
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.0 0.43 Neutral

Statistics: REZI

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Financial Highlights

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Institutional Holders (2026 Q1)

440 + investors

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

QUARTER:
Top 25 institutional holders of REZI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clayton, Dubilier & Rice, LLC 94.10% 14,976,142 $504.8M
2 BEACONLIGHT CAPITAL, LLC 10.55% 594,234 $20.0M
3 Permian Investment Partners, LP 7.19% 1,928,882 $65.0M
4 Pembroke Management, LTD 5.44% 1,115,129 $37.6M
5 Blue Door Asset Management, LLC 4.38% 206,175 $7.0M
6 GOLDENTREE ASSET MANAGEMENT LP 3.38% 1,691,343 $56.9M
7 Medina Value Partners, LLC 2.81% 398,658 $13.4M
8 LOCUST WOOD CAPITAL ADVISERS, LLC 2.70% 3,141,349 $105.9M
9 Alpha Wave Global, LP 2.57% 603,395 $20.3M
10 ARIEL INVESTMENTS, LLC 2.29% 6,078,851 $204.9M
11 AYAL Capital Advisors Ltd 2.28% 250,000 $8.4M
12 Steamboat Capital Partners, LLC 2.08% 248,721 $8.4M
13 Global Alpha Capital Management Ltd. 1.68% 826,852 $27.9M
14 DME Capital Management, LP 1.66% 1,574,950 $53.1M
15 AMJ Financial Wealth Management 1.49% 187,788 $6.3M
16 VARCOV Co. 0.84% 66,451 $2.2M
17 NICOLA WEALTH MANAGEMENT LTD. 0.64% 157,600 $5.3M
18 MILLER VALUE PARTNERS, LLC 0.61% 69,762 $2.4M
19 Atom Investors LP 0.55% 229,613 $7.7M
20 FULLER & THALER ASSET MANAGEMENT, INC. 0.45% 3,947,596 $133.1M
21 J. Goldman & Co LP 0.42% 431,510 $14.5M
22 TWINBEECH CAPITAL LP 0.31% 88,789 $3.0M
23 Linden Thomas Advisory Services, LLC 0.29% 88,079 $3.0M
24 PRELUDE CAPITAL MANAGEMENT, LLC 0.25% 96,153 $3.2M
25 De Lisle Partners LLP 0.21% 51,000 $1.7M
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 — RESIDEO TECHNOLOGIES INC (REZI)

What does the Smart Money Trend signal show for REZI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their REZI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for REZI?

More sellers than buyers — 44% buying: Last quarter: 239 funds reduced or exited vs 188 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for REZI holders?

Elite ownership — 41% AUM from top-100 funds: 53 of 440 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in REZI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held REZI?

59% of holders stayed for 2+ years: 258 out of 440 hedge funds have held REZI 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.

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.