FMAGX
Fidelity Magellan
1W: -0.5%
1M: +2.0%
3M: -0.3%
YTD: +3.8%
1Y: +6.1%
3Y: +99.0%
5Y: +116.7%
$15.65
+0.09 (+0.58%)
Weekly Expected Move ±2.0%
$15
$15
$16
$16
$16
Institutional Ownership — FMAGX
8
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
2
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 97,023 | 2M | -7,282 | -7.0% | 35Q | SEC ↗ |
| 2 | FIRST MERCHANTS CORP | 34,512 | 540K | -10,531 | -23.4% | 4Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 27,777 | 435K | — | +0.0% | 1Q | SEC ↗ |
| 4 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 27,471 | 430K | — | +0.0% | 6Q | SEC ↗ |
| 5 | Williams Jones Wealth Management, LLC. | 10,007 | 157K | — | +0.0% | 21Q | SEC ↗ |
| 6 | Alpine Bank Wealth Management NEW | 6,013 | 94K | — | +0.0% | 1Q | SEC ↗ |
| 7 | OAKWORTH CAPITAL, INC. | 2,430 | 38K | +50 | +2.1% | 4Q | SEC ↗ |
| 8 | Kohmann Bosshard Financial Services, L | 0 | 0K | -4,051 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 27,777 | 435K |
| Alpine Bank Wealth Management | 6,013 | 94K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 4,051 | 63K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +50 | +2.1% | 2,430 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -10,531 | -23.4% | 34,512 |
| NEVILLE RODIE & SHAW INC | -7,282 | -7.0% | 97,023 |