Signals

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☆FERG

53 in-universe funds with a nonzero position in FERG within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#5573
Score / z0.000 / -0.03
Consensus17.07 over 29 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Issuance as of 2026Q2
Accrual ratio0.020
F-score6
M-score-2.12
Net issuance100.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-14 8-K 8.01, 9.01
2026-08-11 8-K 1.01, 2.03, 9.01
2026-08-10 8-K 2.02, 9.01
2026-07-13 8-K 7.01, 9.01
2026-05-05 8-K 2.02, 9.01
2026-05-04 8-K 5.07
2026-02-24 8-K 2.02, 9.01
2025-12-09 8-K 2.02, 9.01
2025-12-04 8-K 5.07
2025-09-22 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 267.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 222.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 120.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 111.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 106.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 86.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 51.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 47.1 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 46.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 36.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 32.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 25.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 13.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Formuepleje A/S CIK 1801212 0.374 96 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FERG). Qtrs Held counts distinct quarters this fund has actually held FERG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FERG position size. Δ columns are the percentage-point change in FERG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status