FESM

Fidelity Enhanced Small Cap

+$715.9M

Net Activity

Institutions Holding

207

Popularity Rank

#2799

Avg Weight

0.48%

Total Value

$3.3B

Ownership Trend

207 institutions currently hold FESM, with 158 net buyers and 50 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

50

Net Buying Institutions

158

Key Holders

Key Holders

Top 5 by Value

FL
FMR LLC
$1.0B
AF
Ameriprise Financial INC
$229.2M
LF
LPL Financial LLC
$194.7M
NM
Northwestern Mutual Wealth Management Co
$142.5M
PC
Prime Capital Investment Advisors, LLC
$118.3M

Top 5 by Conviction

D|
Dahring | Cusmano LLC
7.17%
AN
American National Bank of Texas
5.81%
LP
Landing Point Financial Group, LLC
4.96%
SI
Summit Investment Advisory Services, LLC
4.54%
SF
Salus Financial Advisors, LLC
4.39%
View all 207 holding institutions

Quarterly Activity

Recent Activity

+$2.1B

Total Buy Value

$1.3B

Total Sell Value

New buy44
Trim33
Add114
Sold out17

158

Net Buyers

50

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIDELITY ENHANCED SMALL CAP (FESM)?
Major stakeholders currently include FMR LLC ($1.0B), Ameriprise Financial INC ($229.2M), LPL Financial LLC ($194.7M). Based on the latest 13F filings, there are a total of 207 tracked investment funds and institutions maintaining positions in FESM.
What is the overall institutional sentiment toward FESM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $715.9M, driven by 158 managers accumulating shares while 50 reduced their exposure.
Which institutions have been selling or reducing their FESM positions?
In the latest period, 33 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $1.3B.
Are there any notable investors adding FESM to their portfolios?
Yes, buying activity remains notable. 44 institutions opened new positions in {ticker}, and 114 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.1B.

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