Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDELITY MERRIMACK STR TR (FCOR)

63 + 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
65%

Smart Money Signals — FCOR

Based on 63 hedge funds · latest filing: 2025 Q4 · 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 (98% of max)

98% of all-time peak
63 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 — +7% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

40 buying22 selling
Last quarter: 40 funds were net buyers (8 opened a brand new position + 32 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 15 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 24% new
32 out of 63 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.
➡️

Steady discovery — ~8 new funds/quarter

11 → 4 → 15 → 10 → 8 new funds/Q
New funds entering each quarter: 4 → 15 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 13% 1-2yr ■ 29% new
Of 63 current holders: 37 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
12 of 63 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: FCOR
2026 Q1 Stats Unlock in 11 days 63 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 63 63 -
13F Shares 2M 2M -4.3%
Total Value $100M $103M -3.73%
New Positions 8 10 -2
Increased Positions 32 30 +2
Closed Positions 8 11 -3
Reduced Positions 14 15 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FCOR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

63 + investors

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

Top 25 institutional holders of FCOR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Salus Financial Advisors, LLC 4.33% 157,664 $7.4M
2 Lakeshore Capital Group, Inc. 3.30% 85,786 $4.0M
3 ARWA LLC 0.99% 42,007 $2.0M
4 Millington Financial Advisors, LLC 0.95% 47,526 $2.3M
5 Sugar Maple Asset Management, LLC 0.45% 15,722 $741K
6 CAMELOT TECHNOLOGY ADVISORS, INC. 0.44% 12,995 $612K
7 RCS Financial Planning, LLC 0.39% 15,981 $756K
8 Kapstone Financial Advisors LLC 0.37% 15,915 $750K
9 Griffith & Werner, Inc. 0.17% 7,164 $338K
10 FORONJY FINANCIAL LLC 0.12% 6,033 $284K
11 OneDigital Investment Advisors LLC 0.10% 224,482 $10.6M
12 Virtus Wealth Solutions LLC 0.10% 10,833 $511K
13 Noble Wealth Management PBC 0.07% 2,940 $139K
14 Kestra Advisory Services, LLC 0.06% 357,600 $16.9M
15 Marshall Financial Group, LLC 0.06% 8,306 $391K
16 McGlone Suttner Wealth Management, Inc. 0.03% 4,538 $214K
17 Valmark Advisers, Inc. 0.02% 37,963 $1.8M
18 Stratos Wealth Partners, LTD. 0.02% 31,150 $1.5M
19 SILVER OAK SECURITIES, INCORPORATED 0.02% 4,497 $212K
20 NWAM LLC 0.01% 5,231 $247K
21 PFG Investments, LLC 0.01% 5,704 $269K
22 CULLEN/FROST BANKERS, INC. 0.01% 22,591 $1.1M
23 IFP Advisors, Inc 0.01% 11,913 $561K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 131,919 $6.2M
25 Cornerstone Planning Group LLC 0.01% 1,049 $49K
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?

More buyers than sellers — 65% buying: Last quarter: 40 funds were net buyers (8 opened a brand new position + 32 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FCOR holders?

Strong quality — 25% AUM from major funds: 12 of 63 holders rank in the top 100 by AUM, accounting for 25% 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?

51% of holders stayed for 2+ years: 32 out of 63 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.