Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDELITY MERRIMACK STR TR (FSEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
6Q ▲
Buyers last Q
59%

Smart Money Signals — FSEC

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added FSEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
43 hedge funds hold FSEC 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.
🚀

Fast accumulation — +231% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+231% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

30 buying21 selling
Last quarter: 30 funds bought or added vs 21 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 18 → 17 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 63% entered in last year

■ 16% conviction (2yr+) ■ 21% medium ■ 63% new
Only 7 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~14 new funds/quarter

6 → 11 → 18 → 17 → 14 new funds/Q
New funds entering each quarter: 11 → 18 → 17 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 77% of holders entered in last year

■ 21% veterans ■ 2% 1-2yr ■ 77% new
Of 43 current holders: 33 (77%) entered in the past year, only 9 (21%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 100% AUM from top-100 funds

100% from top-100 AUM funds
10 of 43 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in FSEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.3
out of 10
Moderate Exit Risk
Exit risk score 6.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — FSEC

In 2025 Q4, 30 hedge funds were net buyers of FSEC (14 opened a new position, 16 added to an existing one), while 21 reduced or exited (9 trimmed, 12 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 100% of total institutional value in FSEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: FSEC

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

Market Analysis: FSEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSEC

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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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: FSEC
2026 Q1 Stats Unlock in 1 days 41 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 41 41 -
13F Shares 201M 194M 3.6%
Total Value $8.89B $8.57B 3.7%
New Positions 12 17 -5
Increased Positions 16 10 +6
Closed Positions 12 10 +2
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FSEC

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Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:
Top 25 institutional holders of FSEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global Wealth Strategies & Associates 2.03% 188,729 $8.3M
2 RCS Financial Planning, LLC 0.62% 27,082 $1.2M
3 FMR LLC 0.48% 207,146,433 $9.08B
4 KINTRA WEALTH, LLC 0.45% 145,434 $6.4M
5 Granite Harbor Advisors, Inc. 0.29% 15,053 $660K
6 Mid-American Wealth Advisory Group, Inc. 0.09% 5,055 $223K
7 ShoreHaven Wealth Partners, LLC 0.08% 5,121 $225K
8 RDA Financial Network 0.05% 4,761 $209K
9 Csenge Advisory Group 0.02% 10,657 $467K
10 SMITH CHAS P & ASSOCIATES PA CPAS 0.02% 7,818 $343K
11 Cetera Investment Advisers 0.02% 385,166 $16.9M
12 Calamos Wealth Management LLC 0.01% 8,963 $393K
13 Kestra Advisory Services, LLC 0.01% 66,207 $2.9M
14 Cornerstone Planning Group LLC 0.01% 1,844 $81K
15 &PARTNERS 0.01% 33,275 $1.4M
16 Valeo Financial Advisors, LLC 0.01% 5,269 $231K
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 41,284 $1.8M
18 Envestnet Portfolio Solutions, Inc. 0.00% 9,622 $422K
19 TWIN PEAKS WEALTH ADVISORS, LLC 0.00% 184 $8K
20 Advisory Services Network, LLC 0.00% 3,020 $132K
21 IFP Advisors, Inc 0.00% 1,732 $76K
22 MAI Capital Management 0.00% 6,217 $273K
23 Calamos Advisors LLC 0.00% 8,963 $393K
24 Savant Capital, LLC 0.00% 5,467 $240K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 87,924 $3.9M
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 (FSEC)

What does the Smart Money Trend signal show for FSEC?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added FSEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FSEC?

Slight buying edge — 59% buying: Last quarter: 30 funds bought or added vs 21 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 FSEC holders?

Elite ownership — 100% AUM from top-100 funds: 10 of 43 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in FSEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FSEC?

Mostly new holders — 63% entered in last year: Only 7 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.