Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Faeth Therapeutics Inc (SNSE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
87%

Smart Money Signals — SNSE

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SNSE 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
30 hedge funds hold SNSE 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.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+50% 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 2 quarters from the low — a sharp move.
🟢

More buyers than sellers — 87% buying

26 buying4 selling
Last quarter: 26 funds were net buyers (23 opened a brand new position + 3 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new SNSE position: 0 → 1 → 2 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 53% entered in last year

■ 23% conviction (2yr+) ■ 23% medium ■ 53% new
Only 7 funds (23%) 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 +15314% but shares only +5118% — price-driven

Value
+15314%
Shares
+5117%
Last quarter: the total dollar value of institutional holdings rose +15314%, but actual share count only changed +5118%. 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.
🚀

Acceleration phase — new buyers rushing in

3 → 0 → 1 → 2 → 23 new funds/Q
New funds entering each quarter: 0 → 1 → 2 → 23. 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.
📊

Mixed cohorts — 37% veterans, 47% new entrants

■ 37% veterans ■ 17% 1-2yr ■ 47% new
Of 30 current holders: 11 (37%) held 2+ years, 5 held 1–2 years, 14 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
8 of 30 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.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — SNSE

In 2026 Q1, 26 hedge funds were net buyers of SNSE (23 opened a new position, 3 added to an existing one), while 4 reduced or exited (1 trimmed, 3 sold completely) — a 87% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: SNSE

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

Market Analysis: SNSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNSE

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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.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: SNSE
45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 30 50.0%
13F Shares 14M 3M 459.04%
Total Value $334M $79M 320.66%
New Positions 23 23 -
Increased Positions 16 3 +13
Closed Positions 8 3 +5
Reduced Positions 2 1 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SNSE

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Beta (5Y Monthly) --
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Financial Highlights

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Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:
Top 25 SNSE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 B Group, Inc. 7.16% 610,169 $15.3M
2 Trails Edge Capital Partners, LP 2.05% 515,335 $12.9M
3 Vivo Capital, LLC 1.65% 722,020 $18.1M
4 Fairmount Funds Management LLC 1.19% 722,020 $18.1M
5 Montanova Capital, LLC 0.92% 2,020,103 $50.5M
6 Octagon Capital Advisors LP 0.81% 361,010 $9.0M
7 Logos Global Management LP 0.78% 722,020 $18.1M
8 Caligan Partners LP 0.74% 629,467 $15.7M
9 Patient Square Capital LP 0.68% 175,050 $4.4M
10 Richmond Investment Services, LLC 0.63% 79,731 $2.0M
11 ADAR1 Capital Management, LLC 0.41% 361,010 $9.0M
12 Boxer Capital Management, LLC 0.34% 180,505 $4.5M
13 Avoro Capital Advisors LLC 0.32% 1,444,039 $36.1M
14 AWM Investment Company, Inc. 0.24% 111,343 $2.8M
15 Superstring Capital Management LP 0.22% 14,175 $354K
16 Affinity Asset Advisors, LLC 0.16% 144,404 $3.6M
17 Baker BROS. Advisors LP 0.16% 1,286,411 $32.2M
18 Ra Capital Management, L.P. 0.16% 722,020 $18.1M
19 Ikarian Capital, LLC 0.10% 35,386 $885K
20 Catalio Capital Management, LP 0.07% 14,718 $368K
21 Boothbay Fund Management, LLC 0.04% 133,643 $3.3M
22 Balyasny Asset Management L.P. 0.03% 1,042,198 $26.1M
23 Alyeska Investment Group, L.P. 0.01% 144,404 $3.6M
24 China Universal Asset Management Co., Ltd. 0.01% 3,600 $90K
25 Marshall Wace, LLP 0.00% 206,508 $5.2M
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 — Faeth Therapeutics Inc (SNSE)

What does the Smart Money Trend signal show for SNSE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SNSE 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 SNSE?

More buyers than sellers — 87% buying: Last quarter: 26 funds were net buyers (23 opened a brand new position + 3 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SNSE holders?

Smaller funds dominant — 16% AUM from top-100: 8 of 30 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 SNSE?

Mostly new holders — 53% entered in last year: Only 7 funds (23%) 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.

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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