Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sally Beauty Hldgs Inc (SBH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — SBH

Based on 258 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 SBH 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
258 hedge funds hold SBH 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 — +8% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

118 buying128 selling
Last quarter: 128 funds reduced or exited vs 118 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.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 47 → 45 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
176 out of 258 hedge funds have held SBH 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.
➡️

Steady discovery — ~41 new funds/quarter

35 → 33 → 47 → 45 → 41 new funds/Q
New funds entering each quarter: 33 → 47 → 45 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 19% newcomers

■ 73% veterans ■ 8% 1-2yr ■ 19% new
Entry-cohort mix of 264 holders: 193 (73%) are 2+ year veterans, 22 entered 1–2 years ago, and 49 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
51 of 257 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in SBH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — SBH

In 2026 Q1, 118 hedge funds were net buyers of SBH (41 opened a new position, 77 added to an existing one), while 128 reduced or exited (95 trimmed, 33 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 73% of total institutional value in SBH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 258.

Hedge Fund Ownership: SBH

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

Market Analysis: SBH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBH

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SBH
2026 Q2 Stats Unlock in 1 days 257 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 257 250 2.8%
13F Shares 92M 106M -13.06%
Total Value $1.19B $1.51B -20.98%
New Positions 41 45 -4
Increased Positions 77 82 -5
Closed Positions 33 45 -12
Reduced Positions 92 85 +7
Total Calls 2 3 -33.33%
Total Puts 5 2 150.0%
PUT/CALL Ratio 2.5 0.67 Bearish

Statistics: SBH

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Institutional Holders (2026 Q2)

257 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBH. 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.
Top 25 SBH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ranmore Fund Management Ltd 4.69% 2,995,854 $42.4M
2 Access Investment Management LLC 2.05% 566,724 $8.0M
3 Mountain Lake Investment Management LLC 0.56% 63,552 $899K
4 Cambria Investment Management, L.P. 0.49% 698,098 $9.9M
5 Wasatch Advisors LP 0.31% 3,305,986 $46.7M
6 Bridgeway Capital Management, LLC 0.25% 996,900 $14.1M
7 JMN Financial LLC 0.21% 18,855 $267K
8 Invenomic Capital Management LP 0.19% 230,656 $3.3M
9 Hillsdale Investment Management Inc. 0.18% 565,476 $8.0M
10 Auxier Asset Management LLC 0.17% 89,137 $1.3M
11 Hudson Portfolio Management LLC 0.15% 14,400 $204K
12 Guidance Capital, Inc 0.14% 44,649 $677K
13 Ares Systematic Credit Ltd 0.14% 16,005 $226K
14 Vista Investment Partners II, LLC 0.13% 24,039 $340K
15 Landscape Capital Management, L.L.C. 0.12% 126,946 $1.8M
16 Gamco Investors, INC. Et Al 0.10% 806,050 $11.4M
17 Jupiter Asset Management Ltd 0.10% 1,403,200 $19.8M
18 Schroder Investment Management Group 0.09% 8,605,878 $121.7M
19 Denali Advisors LLC 0.08% 58,455 $827K
20 CastleKnight Management LP 0.08% 392,050 $5.5M
21 Inceptionr LLC 0.05% 15,402 $218K
22 State of Wyoming 0.05% 33,793 $478K
23 Cinctive Capital Management LP 0.05% 91,216 $1.3M
24 Gabelli Funds LLC 0.04% 461,072 $6.5M
25 Investors Research Corp 0.04% 15,825 $224K
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 — Sally Beauty Hldgs Inc (SBH)

What does the Smart Money Trend signal show for SBH?

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

More sellers than buyers — 48% buying: Last quarter: 128 funds reduced or exited vs 118 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 SBH holders?

Elite ownership — 73% AUM from top-100 funds: 51 of 257 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in SBH. 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 SBH?

68% of holders stayed for 2+ years: 176 out of 258 hedge funds have held SBH 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.

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