Smart Money Radar / Tickers / FRMI

FRMI Financial Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
92
of 209 total, index funds excluded
This quarter
+46
25 out
Conviction
n/a
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2025Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Dec 25 Mar 26

Top holders

by reported value · $425M held
FundValueNote
UBS Group AG $52M
Ken Griffin $36M famous whale
GOLDMAN SACHS GROUP INC $32M
BARCLAYS PLC $18M
T. Rowe Price Investment Ma… $14M
Weiss Asset Management LP $14M fast money
TORTOISE CAPITAL ADVISORS, … $13M
ADAGE CAPITAL PARTNERS GP, … $13M
CAPTRUST FINANCIAL ADVISORS $9M
Alyeska Investment Group, L… $9M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.