Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Contrafund (FCNTX)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — FCNTX

Based on 19 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 (95% of max)

95% of all-time peak
19 hedge funds hold FCNTX 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 — +12% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 50% buying

8 buying8 selling
Last quarter: 8 funds bought or added vs 8 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 — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 4 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 21% medium 21% new
11 out of 19 hedge funds have held FCNTX 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.
💎

Buying through price weakness — shares -1%, value -27%

Value
-27%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~2 new funds/quarter

1 → 0 → 4 → 2 → 2 new funds/Q
New funds entering each quarter: 0 → 4 → 2 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

63% veterans 16% 1-2yr 21% new
Entry-cohort mix of 19 holders: 12 (63%) are 2+ year veterans, 3 entered 1–2 years ago, and 4 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 19 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — FCNTX

In 2026 Q1, 8 hedge funds were net buyers of FCNTX (2 opened a new position, 6 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 19.

Hedge Fund Ownership: FCNTX

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

Market Analysis: FCNTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FCNTX

-- --

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

Is It Too Late to Buy Fidelity Contrafund (FCNTX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FCNTX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
FCNTX
+15.8%
SPY
+15.1%

FCNTX outperformed SPY by +0.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
FCNTX
+3.3%
SPY
+1.3%

Since the filing became public, FCNTX outperformed SPY by +2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: FCNTX
19 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 19 19 -
13F Shares 3M 3M -0.74%
Total Value $49M $67M -27.19%
New Positions 2 2 -
Increased Positions 6 8 -2
Closed Positions 2 1 +1
Reduced Positions 6 5 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FCNTX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

19 + investors

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

QUARTER:
Top 18 FCNTX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Merchants Corp 1.32% 1,514,124 $34.8M
2 Fairfield Financial Advisors, LTD 0.76% 96,545 $2.2M
3 Kelleher Financial Advisors 0.71% 122,830 $2.8M
4 Carret Asset Management, LLC 0.23% 102,272 $2.3M
5 Central Bank & Trust Co 0.15% 42,956 $986K
6 NORTHSTAR ASSET MANAGEMENT Co 0.10% 18,838 $433K
7 Moody Lynn Lieberson & Walker, LLC 0.03% 25,738 $591K
8 L & S Advisors Inc 0.03% 11,231 $258K
9 Fulton Bank, N.A. 0.03% 38,925 $894K
10 Williams Jones Wealth Management, LLC. 0.03% 99,302 $2.3M
11 Ethos Financial Group, LLC 0.02% 14,211 $326K
12 Coston, McIsaac & Partners 0.02% 4,427 $101K
13 Arvest Bank Trust Division 0.02% 13,755 $316K
14 North Star Asset Management Inc 0.01% 12,425 $285K
15 Financial Gravity Asset Management, Inc. 0.01% 1,948 $45K
16 Kohmann Bosshard Financial Services, LLC 0.01% 3,583 $82K
17 Great Lakes Advisors, LLC 0.00% 11,274 $259K
18 McIlrath & Eck, LLC 0.00% 926 $21K
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 Contrafund (FCNTX)

What does the Smart Money Trend signal show for FCNTX?

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 FCNTX?

Slight buying edge — 50% buying: Last quarter: 8 funds bought or added vs 8 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 FCNTX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 19 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FCNTX?

58% of holders stayed for 2+ years: 11 out of 19 hedge funds have held FCNTX 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.

Is it too late to buy Fidelity Contrafund (FCNTX) following the 2026 Q1 hedge fund 13F filings?

As of today, FCNTX has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), FCNTX has gained +15.8% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →