Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LATHAM GROUP INC (SWIM)

140 + Investors. Track Smart Money conviction in SWIM. 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
45%

Smart Money Signals — SWIM

Based on 140 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SWIM 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 (95% of max)

95% of all-time peak
140 hedge funds hold SWIM 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
+10 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 — 45% buying

67 buying81 selling
Last quarter: 81 funds reduced or exited vs 67 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 30 → 27 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 28% medium ■ 19% new
74 out of 140 hedge funds have held SWIM 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 -0%, value -16%

Value
-15%
Shares
0%
Last quarter: funds added -0% 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.
➡️

Steady discovery — ~22 new funds/quarter

14 → 17 → 30 → 27 → 22 new funds/Q
New funds entering each quarter: 17 → 30 → 27 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Of 140 current holders: 90 (64%) 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.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
40 of 140 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — SWIM

In 2026 Q1, 67 hedge funds were net buyers of SWIM (22 opened a new position, 45 added to an existing one), while 81 reduced or exited (51 trimmed, 30 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 22% of total institutional value in SWIM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 140.

Hedge Fund Ownership: SWIM

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

Market Analysis: SWIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWIM

-- --

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

Is It Too Late to Buy LATHAM GROUP INC (SWIM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SWIM has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 57d ago
SWIM
+3.9%
XLI
+7.8%

SWIM outperformed XLI by -3.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
SWIM
+17.2%
XLI
+1.7%

Since the filing became public, SWIM outperformed XLI by +15.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SWIM
140 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 140 148 -5.41%
13F Shares 106M 107M -0.37%
Total Value $571M $678M -15.83%
New Positions 22 27 -5
Increased Positions 45 39 +6
Closed Positions 30 16 +14
Reduced Positions 51 58 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWIM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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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)

140 + investors

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

QUARTER:
Top 25 institutional holders of SWIM — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pamplona Capital Management, LLC 58.85% 51,845,685 $278.4M
2 ACK Asset Management LLC 3.46% 5,160,000 $27.7M
3 FORMULA GROWTH LTD 3.04% 1,255,082 $6.7M
4 Roubaix Capital, LLC 1.66% 661,037 $3.5M
5 Ewing Morris & Co. Investment Partners Ltd. 1.40% 579,658 $3.1M
6 Onex Canada Asset Management Inc. 1.00% 1,124,926 $6.0M
7 AdviceOne Advisory Services, LLC 0.60% 184,148 $989K
8 Gem Investment Advisors, LLC 0.29% 54,078 $290K
9 CAS Investment Partners, LLC 0.29% 928,545 $5.0M
10 CenterBook Partners LP 0.24% 832,709 $4.5M
11 VARCOV Co. 0.19% 95,988 $515K
12 EMERALD ADVISERS, LLC 0.17% 1,006,795 $5.4M
13 EMERALD MUTUAL FUND ADVISERS TRUST 0.17% 642,554 $3.5M
14 RICE HALL JAMES & ASSOCIATES, LLC 0.16% 522,671 $2.8M
15 ELCO Management Co., LLC 0.15% 58,104 $312K
16 Round Rock Advisors LLC 0.14% 164,558 $884K
17 Voss Capital, LP 0.11% 372,988 $2.0M
18 WASATCH ADVISORS LP 0.09% 2,571,488 $13.8M
19 KEYBANK NATIONAL ASSOCIATION/OH 0.08% 4,092,901 $22.0M
20 BloombergSen Inc. 0.08% 192,637 $1.0M
21 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.04% 915,084 $4.9M
22 Numerai GP LLC 0.03% 60,079 $323K
23 waypoint wealth counsel 0.03% 10,013 $54K
24 MIRABELLA FINANCIAL SERVICES LLP 0.03% 50,874 $273K
25 Covestor Ltd 0.02% 6,736 —
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 — LATHAM GROUP INC (SWIM)

What does the Smart Money Trend signal show for SWIM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SWIM 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 SWIM?

More sellers than buyers — 45% buying: Last quarter: 81 funds reduced or exited vs 67 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 SWIM holders?

Strong quality — 22% AUM from major funds: 40 of 140 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SWIM?

53% of holders stayed for 2+ years: 74 out of 140 hedge funds have held SWIM 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.

Is it too late to buy LATHAM GROUP INC (SWIM) following the 2026 Q1 hedge fund 13F filings?

As of today, SWIM has moved +17.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLI sector ETF — an outperformance of +15.5%. Since the quarter end (March 31, 2026), SWIM has gained +3.9% vs +7.8% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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