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FOCPX

FOCPX — Smart Money Tracker (13F)

Fidelity Otc Portfolio

+$375.9K

Net Activity

Institutions Holding

6

Popularity Rank

#11195

Avg Weight

0.11%

Total Value

$2.0M

Ownership Trend

6 institutions currently hold FOCPX, with 4 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

4

Key Holders

Key Holders

Top 5 by Value

CA
Carret Asset Management, LLC
$817.5K
G&
Garton & Associates Financial Advisors LLC
$636.6K
ML
Moody Lynn Lieberson & Walker, LLC
$308.6K
MO
McMillan Office, Inc.
$143.6K
M&
McIlrath & Eck, LLC
$48.3K

Top 5 by Conviction

G&
Garton & Associates Financial Advisors LLC
0.52%
CA
Carret Asset Management, LLC
0.08%
ML
Moody Lynn Lieberson & Walker, LLC
0.02%
MO
McMillan Office, Inc.
0.02%
M&
McIlrath & Eck, LLC
0.00%
View all 6 holding institutions

Across its top 6 institutional holders, FOCPX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 27/100).

Quarterly Activity

Recent Activity

+$996.9K

Total Buy Value

$0.0

Total Sell Value

New buy3
Trim0
Add1
Sold out0

4

Net Buyers

0

Net Sellers

Smart Money Convergence

FOCPX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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

CUSIP

316389105

FAQ

Who are the top institutional investors holding FIDELITY OTC PORTFOLIO (FOCPX)?
Major stakeholders currently include Carret Asset Management, LLC ($817.5K), Garton & Associates Financial Advisors LLC ($636.6K), Moody Lynn Lieberson & Walker, LLC ($308.6K). Based on the latest 13F filings, there are a total of 6 tracked investment funds and institutions maintaining positions in FOCPX.
What is the overall institutional sentiment toward FOCPX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $375.9K, driven by 4 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their FOCPX positions?
In the latest period, no tracked funds trimmed or exited their positions in FOCPX.
Are there any notable investors adding FOCPX to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $996.9K.

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