Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly
📈
Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added SHIM 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 — 92% of 2.5Y peak
92% of all-time peak
23 funds currently hold this stock — 92% of the 2.5-year high of 25 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀
Fast accumulation — +44% more funds vs a year ago
fund count last 6Q
+7 new funds entered over the past year (+44% 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. The peak was reached in just 1 quarters from the low — a sharp move.
🟢
More buyers than sellers — 75% buying
18 buying6 selling
Last quarter: 18 funds were net buyers (11 opened a brand new position + 7 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈
More new buyers each quarter (+9 vs last Q)
new funds entering per quarter
Funds opening a new SHIM position: 0 → 2 → 2 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄
Mostly new holders — 43% entered in last year
■ 17% conviction (2yr+)
■ 39% medium
■ 43% new
Only 4 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰
Value +199% but shares only +140% — price-driven
Last quarter: the total dollar value of institutional holdings rose +199%, but actual share count only changed +140%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈
Growing discovery — still being found
0 → 0 → 2 → 2 → 11 new funds/Q
New funds entering each quarter: 0 → 2 → 2 → 11. A growing number of institutions are discovering SHIM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊
Mixed cohorts — 17% veterans, 35% new entrants
■ 17% veterans
■ 48% 1-2yr
■ 35% new
Of 23 current holders: 4 (17%) held 2+ years, 11 held 1–2 years, 8 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋
Smaller funds dominant — 7% AUM from top-100
7% from top-100 AUM funds
6 of 23 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.