TELEFLEX INCORPORATED (TFX): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy TELEFLEX INCORPORATED (TFX) following the 2026 Q1 hedge fund 13F filings?

As of today, TFX has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.2% for the XLV sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), TFX gained +29.4% vs +4.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

TELEFLEX INCORPORATED (TFX)

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

Smart Money Signals — TFX

Based on 364 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their TFX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 71% of 3.0Y peak

71% of all-time peak

364 funds currently hold this stock — 71% of the 3.0-year high of 511 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q

57 fewer hedge funds hold TFX compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 44% buying

186 buying232 selling

Last quarter: 232 funds reduced or exited vs 186 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.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 61 → 100 → 74 → 66. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 13% medium ■ 21% new

239 out of 364 hedge funds have held TFX 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 — ~66 new funds/quarter

85 → 61 → 100 → 74 → 66 new funds/Q

New funds entering each quarter: 61 → 100 → 74 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 8% 1-2yr ■ 23% new

Of 368 current holders: 251 (68%) 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 — 38% AUM from major funds

38% from top-100 AUM funds

54 of 364 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.4

out of 10

Low Exit Risk

Exit risk score 2.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	361	400	-9.75%
13F Shares	48M	46M	4.43%
Total Value	$5.01B	$5.54B	-9.5%
New Positions	64	74	-10
Increased Positions	119	103	+16
Closed Positions	103	80	+23
Reduced Positions	128	164	-36
Total Calls	3	4	-25.0%
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.67	0.75	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

361

400

-9.75%

13F Shares

48M

46M

4.43%

Total Value

$5.01B

$5.54B

-9.5%

New Positions

-10

Increased Positions

119

103

+16

Closed Positions

103

+23

Reduced Positions

128

164

-36

Total Calls

-25.0%

Total Puts

-33.33%

PUT/CALL Ratio

0.67

0.75

Bullish

Institutional Holders (2026 Q1)

361 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of TFX — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gumshoe Capital Management LLC	41.46%	426,731	$51.0M
2	Western Standard LLC	11.63%	184,817	$22.1M
3	BOONE CAPITAL MANAGEMENT LLC	10.22%	278,792	$33.3M
4	Soapstone Management L.P.	10.12%	118,750	$14.2M
5	Irenic Capital Management LP	6.78%	870,000	$104.1M
6	ABRAMS BISON INVESTMENTS, LLC	5.18%	1,000,000	$119.6M
7	Newtyn Management, LLC	5.11%	400,000	$47.8M
8	Tejara Capital Ltd	4.78%	121,300	$14.5M
9	BAUPOST GROUP LLC/MA	3.73%	1,595,000	$191K
10	Sessa Capital IM, L.P.	3.31%	1,526,228	$182.6M
11	SPEECE THORSON CAPITAL GROUP INC	2.90%	106,277	$12.7M
12	Invenomic Capital Management LP	2.39%	436,125	$52.2M
13	Sio Capital Management, LLC	1.63%	94,800	$11.3M
14	COOKE & BIELER LP	1.55%	1,142,674	$136.7M
15	Villanova Investment Management Co LLC	1.52%	12,431	$1.5M
16	Rodgers Brothers Inc.	1.50%	108,333	$13.0M
17	HEARTLAND ADVISORS INC	1.32%	215,998	$25.8M
18	Park West Asset Management LLC	1.31%	129,400	$15.5M
19	Quaker Wealth Management, LLC	1.30%	34,898	$4.2M
20	River Road Asset Management, LLC	1.25%	922,116	$110.3M
21	Eos Management, L.P.	1.10%	21,373	$2.6M
22	Wolf Hill Capital Management, LP	1.10%	94,464	$11.3M
23	Truffle Hound Capital, LLC	0.99%	32,000	$3.8M
24	GMT CAPITAL CORP	0.73%	134,600	$16.1M
25	Marathon Asset Management Ltd	0.66%	143,754	$17.2M

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 — TELEFLEX INCORPORATED (TFX)

What does the Smart Money Trend signal show for TFX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their TFX 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 TFX?

More sellers than buyers — 44% buying: Last quarter: 232 funds reduced or exited vs 186 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 TFX holders?

Strong quality — 38% AUM from major funds: 54 of 364 holders rank in the top 100 by AUM, accounting for 38% 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 TFX?

66% of holders stayed for 2+ years: 239 out of 364 hedge funds have held TFX 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 TELEFLEX INCORPORATED (TFX) following the 2026 Q1 hedge fund 13F filings?

As of today, TFX has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.2% for the XLV sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), TFX has gained +29.4% vs +4.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

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TELEFLEX INCORPORATED (TFX)

Smart Money Signals — TFX

Selling streak — 2 quarters in a row

High ownership — 71% of 3.0Y peak

Outflows — 14% fewer funds vs a year ago

More sellers than buyers — 44% buying

Fewer new buyers each quarter (-8 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~66 new funds/quarter

Deep conviction — 68% of holders stayed 2+ years

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — TFX

Hedge Fund Ownership: TFX

Market Analysis: TFX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TFX

Is It Too Late to Buy TELEFLEX INCORPORATED (TFX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: TFX

Statistics: TFX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — TELEFLEX INCORPORATED (TFX)

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