Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Merrimack Str Tr (FCOR)

68 + Investors. Track Smart Money conviction in FCOR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — FCOR

Based on 69 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
69 hedge funds hold FCOR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

40 buying30 selling
Last quarter: 40 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 10 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 20% new
36 out of 69 hedge funds have held FCOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+11% value, -62% shares)

Value
+11%
Shares
-62%
Last quarter: total value of institutional FCOR holdings rose +11% even though funds reduced share count by 62%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

5 → 17 → 10 → 9 → 9 new funds/Q
New funds entering each quarter: 17 → 10 → 9 → 9. FCOR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 55% veterans vs 26% newcomers

■ 55% veterans ■ 19% 1-2yr ■ 26% new
Entry-cohort mix of 69 holders: 38 (55%) are 2+ year veterans, 13 entered 1–2 years ago, and 18 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
13 of 69 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FCOR

In 2026 Q1, 40 hedge funds were net buyers of FCOR (9 opened a new position, 31 added to an existing one), while 30 reduced or exited (21 trimmed, 9 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 23% of total institutional value in FCOR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 69.

Hedge Fund Ownership: FCOR

How many hedge funds hold FCOR — quarterly history vs. share price
Quarterly hedge fund ownership of FCOR vs. share price

Market Analysis: FCOR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FCOR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: FCOR
2026 Q2 Stats Unlock in 1 days 68 + Investors

Track Smart Money conviction in FCOR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 68 69 -1.45%
13F Shares 3M 8M -62.54%
Total Value $130M $117M 10.73%
New Positions 8 9 -1
Increased Positions 31 35 -4
Closed Positions 9 8 +1
Reduced Positions 21 15 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FCOR

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Institutional Holders (2026 Q2)

68 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FCOR. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FCOR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Salus Financial Advisors, LLC 3.87% 166,697 $7.9M
2 Lakeshore Capital Group, Inc. 2.66% 76,351 $3.6M
3 Islay Capital Management, LLC 1.03% 47,166 $2.2M
4 Millington Financial Advisors, LLC 0.96% 52,113 $2.4M
5 Arwa LLC 0.89% 46,022 $2.2M
6 Midwest Financial Network, LLC 0.67% 20,692 $976K
7 Sugar Maple Asset Management, LLC 0.52% 16,968 $800K
8 Camelot Technology Advisors, INC. 0.41% 12,995 $613K
9 Kapstone Financial Advisors LLC 0.36% 18,228 $859K
10 RCS Financial Planning, LLC 0.35% 15,593 $738K
11 Foronjy Financial LLC 0.20% 11,757 $554K
12 Griffith & Werner, Inc. 0.16% 7,204 $340K
13 One Capital Management, LLC 0.15% 113,740 $5.4M
14 Calton & Associates, INC. 0.13% 18,525 $873K
15 OneDigital Investment Advisors LLC 0.11% 267,285 $12.6M
16 Glen Eagle Advisors, LLC 0.07% 11,353 $535K
17 Rwa Wealth Partners, LLC 0.07% 146,642 $6.9M
18 Noble Wealth Management PBC 0.06% 2,790 $132K
19 Marshall Financial Group, LLC 0.05% 7,270 $343K
20 Kestra Advisory Services, LLC 0.05% 296,823 $14.1M
21 Virtus Wealth Solutions LLC 0.04% 6,175 $291K
22 McGlone Suttner Wealth Management, Inc. 0.03% 4,538 $214K
23 Valmark Advisers, Inc. 0.02% 39,604 $1.9M
24 Stratos Wealth Partners, LTD. 0.02% 34,148 $1.6M
25 Silver Oak Securities, Incorporated 0.01% 4,549 $215K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Fidelity Merrimack Str Tr (FCOR)

What does the Smart Money Trend signal show for FCOR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FCOR?

Slight buying edge — 57% buying: Last quarter: 40 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FCOR holders?

Strong quality — 23% AUM from major funds: 13 of 69 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FCOR?

52% of holders stayed for 2+ years: 36 out of 69 hedge funds have held FCOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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