Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FRONTDOOR INC (FTDR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -26
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — FTDR

Based on 332 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FTDR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
332 funds currently hold this stock — 93% of the 3.0-year high of 358 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FTDR is almost the same as a year ago (+10 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

171 buying195 selling
Last quarter: 195 funds reduced or exited vs 171 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 54 → 80 → 56 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 25% medium ■ 17% new
192 out of 332 hedge funds have held FTDR 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.
📊

Peak discovery — momentum slowing

46 → 54 → 80 → 56 → 41 new funds/Q
New funds entering each quarter: 54 → 80 → 56 → 41. FTDR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 23% new
Of 333 current holders: 207 (62%) 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.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
41 of 332 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in FTDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — FTDR

In 2025 Q4, 171 hedge funds were net buyers of FTDR (41 opened a new position, 130 added to an existing one), while 195 reduced or exited (128 trimmed, 67 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 42% of total institutional value in FTDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -26 funds (more exits than new entries). Total institutional holders: 332.

Hedge Fund Ownership: FTDR

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

Market Analysis: FTDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTDR

Consumer Cyclical Personal Services

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

48 top-rated funds 1 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: FTDR
2026 Q1 Stats Unlock in 7 days 333 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 333 364 -8.52%
13F Shares 71M 71M -0.7%
Total Value $3.99B $4.66B -14.38%
New Positions 41 59 -18
Increased Positions 130 120 +10
Closed Positions 72 41 +31
Reduced Positions 130 153 -23
Total Calls 2 5 -60.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.4 Bullish

Statistics: FTDR

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

333 + investors

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

Top 25 institutional holders of FTDR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Permit Capital, LLC 3.55% 197,600 $10.4M
2 REINHART PARTNERS, LLC. 2.46% 1,619,504 $85.6M
3 NIA IMPACT ADVISORS, LLC 1.05% 44,707 $2.4M
4 Tributary Capital Management, LLC 0.86% 167,372 $8.8M
5 MOODY ALDRICH PARTNERS LLC 0.78% 81,632 $4.3M
6 CLARK ESTATES INC/NY 0.48% 38,000 $2.0M
7 ISTHMUS PARTNERS, LLC 0.43% 77,669 $4.1M
8 Motley Fool Wealth Management, LLC 0.42% 71,059 $3.8M
9 WASATCH ADVISORS LP 0.36% 1,033,141 $54.6M
10 HUSSMAN STRATEGIC ADVISORS, INC. 0.36% 31,500 $1.7M
11 Boston Partners 0.27% 4,929,097 $260.7M
12 FOX RUN MANAGEMENT, L.L.C. 0.24% 26,292 $1.4M
13 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.23% 799,843 $42.3M
14 Hillsdale Investment Management Inc. 0.23% 160,340 $8.5M
15 Willis Investment Counsel 0.23% 79,188 $4.2M
16 SEIZERT CAPITAL PARTNERS, LLC 0.21% 87,099 $4.6M
17 Convergence Investment Partners, LLC 0.20% 22,920 $1.2M
18 HARBOR CAPITAL ADVISORS, INC. 0.20% 45,827 $2K
19 Gallacher Capital Management LLC 0.18% 9,109 $482K
20 Values First Advisors, Inc. 0.17% 6,131 $324K
21 Empirical Asset Management, LLC 0.16% 11,234 $594K
22 Paralel Advisors LLC 0.15% 69,629 $3.7M
23 Motley Fool Asset Management LLC 0.08% 35,566 $1.9M
24 Swedbank AB 0.07% 1,283,600 $67.9M
25 ROYCE & ASSOCIATES LP 0.07% 132,052 $7.0M
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 — FRONTDOOR INC (FTDR)

What does the Smart Money Trend signal show for FTDR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FTDR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FTDR?

More sellers than buyers — 47% buying: Last quarter: 195 funds reduced or exited vs 171 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FTDR holders?

Elite ownership — 42% AUM from top-100 funds: 41 of 332 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in FTDR. 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 FTDR?

58% of holders stayed for 2+ years: 192 out of 332 hedge funds have held FTDR 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.