Smart Money Radar / Tickers / UMAC

UMAC Technology Hardware & Equipment

CROWD: RED Active holders jumped 34 to 57 recently (68% 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
57
of 130 total, index funds excluded
This quarter
+36
13 out
Conviction
2 bps
median holder weight: token bet
Streak
6q
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 · $298M held
FundValueNote
AMERIPRISE FINANCIAL INC $25M
TUDOR INVESTMENT CORP ET AL $22M
VANGUARD CAPITAL MANAGEMENT… $22M
Davidson Kempner Capital Ma… $20M
BlackRock, Inc. $18M
Ken Griffin $17M famous whale
FMR LLC $14M
Granahan Investment Managem… $13M
STATE STREET CORP $12M
SUSQUEHANNA INTERNATIONAL G… $7M

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.