Smart Money Radar / Tickers / ODD

ODD Household & Personal Products

CROWD: RED Active holders jumped 80 to 55 recently (-31% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
55
of 146 total, index funds excluded
This quarter
+21
46 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2023Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Sep 23 Mar 26

Top holders

by reported value · $495M held
FundValueNote
Baillie Gifford $105M famous whale
MORGAN STANLEY $74M
Catterton Management Compan… $47M
JANUS HENDERSON GROUP PLC $28M
FMR LLC $27M
MSD Partners, L.P. $24M
BlackRock, Inc. $16M
SUSQUEHANNA INTERNATIONAL G… $13M
FRONTIER CAPITAL MANAGEMENT… $11M
CITIGROUP INC $10M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.