Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ROCHE HLDG LTD F SPONSORED ADR 1 ADR RE 0.125 ORD SHS (RHHBY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — RHHBY

Based on 70 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RHHBY 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
70 funds currently hold this stock — 93% of the 3.0-year high of 75 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

29 buying26 selling
Last quarter: 29 funds bought or added vs 26 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new RHHBY position: 11 → 10 → 8 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 13% medium ■ 23% new
45 out of 70 hedge funds have held RHHBY 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.
💰

Price up while funds trimmed (+20% value, -4% shares)

Value
+19%
Shares
-3%
Last quarter: total value of institutional RHHBY holdings rose +20% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~14 new funds/quarter

8 → 11 → 10 → 8 → 14 new funds/Q
New funds entering each quarter: 11 → 10 → 8 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 10% 1-2yr ■ 27% new
Of 70 current holders: 44 (63%) 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.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 70 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Hedge Fund Ownership: RHHBY

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

Market Analysis: RHHBY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RHHBY

-- --

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: RHHBY
2026 Q1 Stats Unlock in 9 days 70 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 70 63 11.11%
13F Shares 6M 6M -3.8%
Total Value $295M $246M 19.57%
New Positions 14 8 +6
Increased Positions 15 14 +1
Closed Positions 7 15 -8
Reduced Positions 19 19 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RHHBY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

70 + investors

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

Top 25 institutional holders of RHHBY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saratoga Research & Investment Management 3.64% 1,291,630 $64.2M
2 Altrius Capital Management Inc 1.75% 176,959 $8.8M
3 Patrick Mauro Investment Advisor, INC. 1.14% 45,578 $2.3M
4 Boston Common Asset Management, LLC 1.03% 322,354 $16.0M
5 Minot DeBlois Advisors LLC 0.88% 19,436 $966K
6 S&CO INC 0.43% 140,551 $7K
7 PUZO MICHAEL J 0.35% 23,950 $1.2M
8 Verity Asset Management, Inc. 0.32% 15,172 $754K
9 Wallington Asset Management, LLC 0.27% 40,264 $2.0M
10 OLD NATIONAL BANCORP /IN/ 0.21% 257,854 $12.6M
11 HANTZ FINANCIAL SERVICES, INC. 0.16% 215,187 $11K
12 ENTERPRISE FINANCIAL SERVICES CORP 0.14% 5,576 $277K
13 Sky Investment Group LLC 0.12% 14,024 $697K
14 SENTINEL TRUST CO LBA 0.10% 21,507 $1K
15 Curat Global, LLC 0.08% 1,625 $80K
16 WENDELL DAVID ASSOCIATES INC 0.07% 12,100 —
17 KORNITZER CAPITAL MANAGEMENT INC /KS 0.07% 61,873 $3.0M
18 Archer Investment Corp 0.06% 5,598 $278K
19 GAMMA Investing LLC 0.06% 25,390 $1.3M
20 Sterling Capital Management LLC 0.06% 62,962 $3.1M
21 NORTH STAR ASSET MANAGEMENT INC 0.06% 26,305 $1.3M
22 Diversified Trust Co 0.05% 59,375 $2.9M
23 ASSOCIATED BANC-CORP 0.04% 33,295 $1.6M
24 YOUSIF CAPITAL MANAGEMENT, LLC 0.03% 52,832 $2.6M
25 JOHN G ULLMAN & ASSOCIATES INC 0.03% 4,300 $214K
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 — ROCHE HLDG LTD F SPONSORED ADR 1 ADR RE 0.125 ORD SHS (RHHBY)

What does the Smart Money Trend signal show for RHHBY?

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

Slight buying edge — 53% buying: Last quarter: 29 funds bought or added vs 26 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 RHHBY holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 70 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RHHBY?

64% of holders stayed for 2+ years: 45 out of 70 hedge funds have held RHHBY 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.