Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDELITY MERRIMACK STR TR (FLDR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
7Q ▲
Buyers last Q
70%

Smart Money Signals — FLDR

Based on 115 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added FLDR 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
115 hedge funds hold FLDR 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 — +60% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+60% 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.
🟢

More buyers than sellers — 70% buying

81 buying34 selling
Last quarter: 81 funds were net buyers (22 opened a brand new position + 59 added to an existing one). Only 34 were sellers (28 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 18 → 21 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 39% new

■ 37% conviction (2yr+) ■ 23% medium ■ 39% new
Of the 115 current holders: 43 (37%) held >2 years, 27 held 1–2 years, and 45 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

17 → 13 → 18 → 21 → 22 new funds/Q
New funds entering each quarter: 13 → 18 → 21 → 22. A growing number of institutions are discovering FLDR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 51% new entrants

■ 37% veterans ■ 11% 1-2yr ■ 51% new
Of 115 current holders: 43 (37%) held 2+ years, 13 held 1–2 years, 59 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
12 of 115 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Hedge Fund Ownership: FLDR

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

Market Analysis: FLDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLDR

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 5 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: FLDR
2026 Q1 Stats Unlock in 22 days 115 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 99 16.16%
13F Shares 9M 7M 25.45%
Total Value $451M $362M 24.59%
New Positions 22 21 +1
Increased Positions 59 49 +10
Closed Positions 6 13 -7
Reduced Positions 28 18 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLDR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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 --
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Institutional Holders (2026 Q1)

115 + investors

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

Top 25 institutional holders of FLDR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financially Speaking Inc 36.60% 150,585 $7.5M
2 Athena Wealth Management, LLC 36.50% 747,658 $37.6M
3 RCS Financial Planning, LLC 3.20% 122,905 $6.2M
4 PLANNING DIRECTIONS INC 3.04% 119,909 $6.0M
5 Lakeridge Wealth Management LLC 1.60% 74,212 $3.7M
6 Cottage Street Advisors LLC 1.36% 62,706 $3.1M
7 FCG Investment Co 0.91% 41,522 $2.1M
8 Huntleigh Advisors, Inc. 0.89% 103,774 $5.2M
9 TradeWell Securities, LLC. 0.70% 33,159 $1.7M
10 Koshinski Asset Management, Inc. 0.55% 175,834 $8.8M
11 Elm3 Financial Group, LLC 0.46% 10,949 $548K
12 Genesee Capital Advisors, LLC 0.33% 15,507 $776K
13 Seed Wealth Management, Inc. 0.30% 8,700 $435K
14 FORONJY FINANCIAL LLC 0.30% 14,274 $714K
15 Sowell Financial Services LLC 0.27% 148,563 $7.4M
16 LongView Wealth Management 0.25% 20,190 $1.0M
17 TOUNJIAN ADVISORY PARTNERS, LLC 0.25% 13,982 $700K
18 HERBST GROUP, LLC 0.21% 6,649 $333K
19 Revisor Wealth Management LLC 0.12% 8,832 $443K
20 Southland Equity Partners LLC 0.07% 7,102 $355K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.06% 844,053 $42.2M
22 Medallion Wealth Advisors, LLC 0.05% 2,000 $100K
23 PARSONS CAPITAL MANAGEMENT INC/RI 0.04% 17,246 $863K
24 Essex Financial Services, Inc. 0.03% 11,950 $598K
25 West Branch Capital LLC 0.03% 2,377 $119K
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 (FLDR)

What does the Smart Money Trend signal show for FLDR?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added FLDR 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 FLDR?

More buyers than sellers — 70% buying: Last quarter: 81 funds were net buyers (22 opened a brand new position + 59 added to an existing one). Only 34 were sellers (28 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLDR holders?

Strong quality — 34% AUM from major funds: 12 of 115 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FLDR?

Mixed — 37% long-term, 39% new: Of the 115 current holders: 43 (37%) held >2 years, 27 held 1–2 years, and 45 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.