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Treace Medical Concepts, Inc.

TMCI Healthcare
$1.34 +$0.01 (0.37%)
Market Cap: $86.65 M
Gurus Holding
3
Popularity Rank
#2646
% of Shares Held
2.87%
Net Activity (Q4 2025)
-$683,398.93

Guru Ownership Trend

Guru Analysis for Treace Medical Concepts, Inc. (TMCI)

Treace Medical Concepts, Inc. (TMCI), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.49 M.

Top institutional holders include First Eagle Investment and Louis Moore Bacon.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $683,398.93 net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$1.15 M
Total Buy Value
New Buys 1
Additions 2
-$1.83 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Treace Medical Concepts, Inc. (TMCI)

Major holders include First Eagle Investment ($3.58 M), Louis Moore Bacon ($544,170), Steven Cohen ($415,990). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.85 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $683,398.93, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited TMCI. The total reported sell value was $1.83 M.

Yes, 1 managers opened new positions in TMCI, and 2 increased their existing holdings. The total reported buy value was $1.15 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 18.1% 1,462,983 $3.58 M Q4 2025
0.01% Add 50.5% 222,110 $544,170 Q4 2025
0.00% New Buy 169,792 $415,990 Q4 2025
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