Smart Money Radar / Tickers / TMC

TMC Materials

CROWD: RED Active holders jumped 92 to 89 recently (-3% 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
89
of 207 total, index funds excluded
This quarter
+24
26 out
Conviction
n/a
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2021Mar 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 23 Mar 26

Top holders

by reported value · $283M held
FundValueNote
FIRST MANHATTAN CO. LLC. $72M
JANE STREET GROUP, LLC $33M
Ken Griffin $17M famous whale
MILLENNIUM MANAGEMENT LLC $14M
Baird Financial Group, Inc. $12M
MARSHALL WACE, LLP $11M
SUSQUEHANNA INTERNATIONAL G… $9M
TUDOR INVESTMENT CORP ET AL $8M
UBS Group AG $6M
BlackRock, Inc. $6M

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.