Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelis Insurance Holdings L (FIHL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — FIHL

Based on 159 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
159 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 (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

79 buying74 selling
Last quarter: 79 funds bought or added vs 74 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 17 → 29 → 22. 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.
📌

Mixed — 34% long-term, 22% new

■ 34% conviction (2yr+) ■ 44% medium ■ 22% new
Of the 159 current holders: 54 (34%) held >2 years, 70 held 1–2 years, and 35 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.
📈

Growing discovery — still being found

29 → 29 → 17 → 29 → 22 new funds/Q
New funds entering each quarter: 29 → 17 → 29 → 22. A growing number of institutions are discovering FIHL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 30% new entrants

■ 35% veterans ■ 36% 1-2yr ■ 30% new
Of 159 current holders: 55 (35%) held 2+ years, 57 held 1–2 years, 47 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
40 of 159 holders rank in the top 100 by AUM, but together hold only 19% 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 — FIHL

In 2026 Q1, 79 hedge funds were net buyers of FIHL (22 opened a new position, 57 added to an existing one), while 74 reduced or exited (58 trimmed, 16 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 159.

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

-- --

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

Is It Too Late to Buy Fidelis Insurance Holdings L (FIHL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FIHL has moved relative to its sector benchmark (XLF) 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 · 75d ago
FIHL
+23.8%
XLF
+8.0%

FIHL outperformed XLF by +15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
FIHL
+2.1%
XLF
+4.4%

Since the filing became public, FIHL outperformed XLF by -2.3% .

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.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: FIHL
158 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 158 153 3.27%
13F Shares 69M 78M -12.0%
Total Value $1.20B $1.52B -20.95%
New Positions 21 29 -8
Increased Positions 57 55 +2
Closed Positions 16 17 -1
Reduced Positions 58 52 +6
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

158 + investors

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

QUARTER:
Top 25 FIHL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Travelers Companies, INC. 100.00% 6,632,820 $126.8M
2 Pine Brook Road Advisors, L.P. 100.00% 7,209,921 $137.8M
3 Crestview Partners III GP, L.P. 95.43% 9,739,675 $186.1M
4 Crestview Partners IV GP, L.P. 25.99% 4,511,799 $86.2M
5 Cooperman Leon G 5.01% 7,984,348 $152.6M
6 NFC Investments, LLC 4.88% 916,412 $17.5M
7 Clough Capital Partners L P 1.10% 597,374 $11.4M
8 Point Nemo Capital, LLC 0.81% 64,217 $1.2M
9 Kendall Capital Management 0.33% 83,295 $1.6M
10 Bridgeway Capital Management, LLC 0.28% 735,815 $14.1M
11 Optimize Financial Inc 0.24% 25,583 $489K
12 Royce & Associates LP 0.22% 1,189,501 $22.7M
13 Hillsdale Investment Management Inc. 0.20% 385,500 $7.4M
14 Burkehill Global Management, LP 0.14% 150,000 $2.9M
15 Fox Run Management, L.L.C. 0.12% 36,393 $698K
16 Nebula Research & Development LLC 0.09% 64,581 $1.1M
17 Knights of Columbus Asset Advisors LLC 0.08% 73,326 $1.4M
18 Stephens Inc /Ar/ 0.06% 267,329 $5.1M
19 Jacobs Levy Equity Management, Inc 0.05% 674,339 $12.9M
20 Empowered Funds, LLC 0.05% 443,815 $8.5M
21 Diversified Trust Co 0.05% 138,900 $2.7M
22 Counterpoint Mutual Funds LLC 0.05% 16,885 $323K
23 XTX Topco Ltd 0.04% 115,179 $2.2M
24 Susquehanna Fundamental Investments, LLC 0.04% 50,873 $972K
25 Red Door Wealth Management, LLC 0.03% 17,000 $325K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 79 funds bought or added vs 74 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 — 19% AUM from top-100: 40 of 159 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FIHL?

Mixed — 34% long-term, 22% new: Of the 159 current holders: 54 (34%) held >2 years, 70 held 1–2 years, and 35 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.

Is it too late to buy Fidelis Insurance Holdings L (FIHL) following the 2026 Q1 hedge fund 13F filings?

As of today, FIHL has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), FIHL has gained +23.8% vs +8.0% for XLF. 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.

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