Smart Money Radar / Tickers / PACS

PACSPacs Group Inc

Health Care Health Care Providers & Services Health Care Facilities
CROWD: RED Active holders jumped 49 to 63 recently (29% 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?Institutions that actively chose this stock. Index funds and mega-diversified platforms (filers holding 1500+ names) are stripped out; they hold it automatically, not by decision.
63
of 216 total, index funds excluded
This quarter?Turnover of the active crowd vs the prior quarter: funds that opened a position vs funds that closed out entirely. The split shows texture: broad new interest vs a revolving door.
+41
27 out
Conviction?How big this position is inside the typical holder's own portfolio (median, in basis points). 1 bps is pocket lint they will not miss; 200+ bps is a bet they did real work on. Many holders at tiny weight is weaker than few holders at real weight.
3 bps
median holder weight: token bet
Streak?How many quarters in a row the active holder count has risen. Persistence, not a buy signal: long streaks are how names end up crowded.
3q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2024Mar 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)
Jun 24 Mar 26

Top holders

by reported value · $1.5B held
FundValueNote
COHEN & STEERS, INC. $293M
FMR LLC $169M
BlackRock, Inc. $121M
Alyeska Investment Group, L… $96M
Crewe Advisors LLC $88M
VANGUARD PORTFOLIO MANAGEME… $60M
AMERICAN CENTURY COMPANIES … $58M
VANGUARD CAPITAL MANAGEMENT… $58M
AMERIPRISE FINANCIAL INC $36M
GEODE CAPITAL MANAGEMENT, L… $36M

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.