Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDELIS INSURANCE HOLDINGS L (FIHL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — FIHL

Based on 153 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FIHL 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 (97% of max)

97% of all-time peak
153 hedge funds hold FIHL 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FIHL is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

84 buying69 selling
Last quarter: 84 funds bought or added vs 69 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new FIHL position: 29 → 29 → 17 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 24% new

29% conviction (2yr+) 47% medium 24% new
Of the 153 current holders: 45 (29%) held >2 years, 72 held 1–2 years, and 36 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -3%, value -99%

Value
-99%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

41 → 29 → 29 → 17 → 29 new funds/Q
New funds entering each quarter: 29 → 29 → 17 → 29. FIHL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 31% veterans, 37% new entrants

31% veterans 33% 1-2yr 37% new
Of 153 current holders: 47 (31%) held 2+ years, 50 held 1–2 years, 56 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
30 of 153 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: FIHL

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

Market Analysis: FIHL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIHL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 2 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: FIHL
2026 Q1 Stats Unlock in 20 days 153 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 153 141 8.51%
13F Shares 78M 81M -3.41%
Total Value $1.52B $231.25B -99.34%
New Positions 29 17 +12
Increased Positions 55 55 -
Closed Positions 17 28 -11
Reduced Positions 52 49 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIHL

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

153 + investors

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

Top 23 institutional holders of FIHL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pine Brook Road Advisors, L.P. 100.00% 7,209,921 $137.8M
2 Kendall Capital Management 0.33% 83,295 $1.6M
3 STEPHENS INC /AR/ 0.06% 267,329 $5.1M
4 Diversified Trust Co 0.05% 138,900 $2.7M
5 Counterpoint Mutual Funds LLC 0.05% 16,885 $323K
6 Red Door Wealth Management, LLC 0.03% 17,000 $325K
7 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 66,698 $1.3M
8 Joel Isaacson & Co., LLC 0.01% 19,462 $372K
9 Police & Firemen's Retirement System of New Jersey 0.00% 14,529 $278K
10 SG Americas Securities, LLC 0.00% 44,821
11 Sterling Capital Management LLC 0.00% 1,822 $35K
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 12,192 $233K
13 BROWN, LISLE/CUMMINGS, INC. 0.00% 75 $1K
14 SIGNATUREFD, LLC 0.00% 950 $18K
15 Farther Finance Advisors, LLC 0.00% 1,381 $26K
16 True Wealth Design, LLC 0.00% 46
17 GAMMA Investing LLC 0.00% 197 $4K
18 IFP Advisors, Inc 0.00% 413 $8K
19 EASTERN BANK 0.00% 421 $8K
20 Root Financial Partners, LLC 0.00% 135 $3K
21 SJS Investment Consulting Inc. 0.00% 44
22 MassMutual Private Wealth & Trust, FSB 0.00% 70 $1K
23 Hughes Financial Services, LLC 0.00% 2
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 — FIDELIS INSURANCE HOLDINGS L (FIHL)

What does the Smart Money Trend signal show for FIHL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FIHL 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 FIHL?

Slight buying edge — 55% buying: Last quarter: 84 funds bought or added vs 69 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 FIHL holders?

Smaller funds dominant — 15% AUM from top-100: 30 of 153 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FIHL?

Mixed — 29% long-term, 24% new: Of the 153 current holders: 45 (29%) held >2 years, 72 held 1–2 years, and 36 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.