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$HIMS:NYSE · HIMS & HERS HEALTH INC

Sector: health

Conviction from: Serenity

Operates a direct-to-consumer telehealth platform offering online medical consultations, prescription and over-the-counter treatments, and personalized wellness products by subscription.

2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 48 — mean of 2 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Bridgewater55Added +543%41,562$862,8270.0%
Ancora42Trimmed -87%10$2080.0%

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Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-05-26WELLS DAVID Bdirector48,400$1,172,974Form 4

Serenity (@aleabitoreddit) full tracker →

Bullish · 20 mention(s), 2 personal-position post(s) · first 2025-07-28 · last 2026-07-06

“That’s fair criticism. I think an important nuance is majority of my portfolio is in high conviction (bitcoin, fintech, neoclouds, rklb). I take a smaller percentage just for active swing trading + medium term holds for re-rating (snap, etor) and these were my losses when it kept dipping instead of any recovering. It’s my personal trading style monitoring 40+ stocks at once since I don’t long t…” post →

All 20 tweet(s) mentioning this ticker
DateTweet
2026-07-06T21:14:10Was a sad few months for $RDDT. But glad it's finally back above $200. Reddit was doing: - $663M revenue w/ 91.5% gross margins - $204M GAAP net income - 45%+ fwd Y/Y growth after 69%+ growth. - Net profit is ~30.7% of revenue Felt very weird to see a profitable company get dragged down after ear… · 826 likes · 364,150 views
2026-04-24Just putting out there... Would have been +15.02% in 2W equal-weighted return. On 30 different stocks... mostly medium-large cap. 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11… · 1643 likes · 317,745 views
2026-01-21Thanks I have no issue with that $DUOL / $HIMS / $PLTR influencer who lost 60% of his portfolio because at least he’s basing his $1T+ language AI bird thesis off pubic information and taking accountability when the stock dropped. Then there’s others who just post materially false / unverifiable sta… · 21 likes · 4,080 views
2025-11-19The great reset is how I termed the market drop. Lot of names were reset to prices before their fundamentals changes $HIMS back to pre-Zava prices at $36. $NBIS back to pre-MSFT deal prices at $94. $CIFR $WULF back to pre-aws/googl deals $SNAP pre-perplexity deal. Early Black Friday for stocks · 10 likes · 1,669 views
2025-11-18Markets are seeing a drop in most growth stocks right now. In the past 5 days: · Cloudflare [ $NET ]: $192.99 (-15.23%) · Rocketlab [ $RKLB ]: $42.50 (-19.35%) · Iren [ $IREN ]: $46.6 (-28.74%) · Hims [ $HIMS ]: $35.15 (-15.61%) have lost their recent gains. Why? Right now, we're seeing mechani… · 159 likes · 323,830 views
2025-11-18Every high beta/“risk”/growth asset from $RKLB, $HOOD, $BTC (89k now), $HIMS is being obliterated. It’s a great reset from cascading margin liquidations and capitulation (based on semi-valid concerns) despite seeing improving fundamentals across the board. $IREN retail is selling off for example j… · 9 likes · 1,973 views
2025-11-17@himshouse $HIMS is seems undervalued at this point, especially with the Zava acquisition coming into help revenue growth soon. Having a $250M repurchase program helps a bit with that narrative. Still would prefer that going toward acquisitions and growth though. · 19 likes · 4,256 views
2025-10-27@jliljliljlil @DeepValueBagger I dont have any $HIMS position right now, I'll probably buy in again at this level. I bought at that 16% drop, sold on a 4-5% recovery, and haven't had any positions since. But CSP for Monday sounds promising. · 3 likes · 744 views
2025-10-27@DeepValueBagger It's been a few quarters where $HIMS market cap hasn't really moved while fundamentals improved. So I'd use this as a buying time to get back in. The amount of times it swung from $40s -> $63 I lost count. · 29 likes · 3,395 views
2025-10-19That’s fair criticism. I think an important nuance is majority of my portfolio is in high conviction (bitcoin, fintech, neoclouds, rklb). I take a smaller percentage just for active swing trading + medium term holds for re-rating (snap, etor) and these were my losses when it kept dipping instead o… · 17 likes · 1,711 views
2025-10-17@DeepValueBagger I just added $HIMS today actually at $50.7 on the 14.34% drop Embrace the volatility 🎢 · 18 likes · 1,981 views
2025-09-27@unusual_whales With 1000% price reduction, $HIMS will start to pay everyone to take 🐓pills. $100 share price soon and population boom, thanks Trump · 21 likes · 4,887 views
2025-09-26@zenovaire @himshouse Better question to ask the hedge funds holding the shorts. I'm don't know when they cover $HIMS. Just needs more buying pressure, macro tailwind, and better fundamentals for them to cover. Pharma tarrifs is probably just a slight benefit, but nothing extremely helpful · 3 likes · 481 views
2025-09-26@himshouse Shorts covering $HIMS on red days. We'll likely see price slowly edge up as SI goes from 40% down to 10%. · 2 likes · 1,538 views
2025-09-25@moonman6577 Thanks! Yeah $UPWK did take a month, but ended up being 45%+. I'm usually directionally correct but sometimes get timing off a bit. A lot of other times I got it spot on lol like with $HIMS or $ETH tho I wouldn't need follower $ because I trade on my own DD and it works · 5 likes · 766 views
2025-09-24@mattia030339 @soulbiri1 I've always maintained risk/reward of a short squeeze is worth holding. $HIMS makes all its major moves in 2-3 days randomly every few months. It's one of those things you need to be patient on. · 4 likes · 767 views
2025-09-24@mattia030339 @soulbiri1 $HIMS short share is extremely low. It's being actively shorted, which is probably one of the main reasons why it dropped today. · 2 likes · 774 views
2025-09-22Tailwind would be triple rate cut. I thought testosterone product launch + PPI would be the main trigger but SI increased from 36 -> 42. Stock still went up when I posted at $48 to $57 though. $HIMS just need to keep increasing revenue with Zava acquisition and fundamentals will cause shorts to co… · 5 likes · 625 views
2025-09-19@DanielTan64198 Nice! $UPWK was probably 50%+ if you're still holding. $HIMS I called out at like $25 and again at $48. $OSCR was a swing trade I think I posted at $14 and a good sell would have been $22 but glad to hear you're doing well · 3 likes · 6,235 views
2025-07-28On $HIMS, sold early only realized $70K gain but again a lot are unrealized profit. These are just examples of shorter trades I post on WSB in a two-three month timeframe. My most successful trades I haven't posted before on WSB. https://t.co/Tlhc9IxdY8 · 4 likes · 1,141 views

Citrini Research coverage report library →

ReportDateStance
#104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality2025-08-18SHORT
#102 — GLP-1s: The Second Serving - Revisiting our GLP-1 Basket2025-07-24WATCH

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.