Among active 13F managers last quarter, 5 opened and 16 added, while 5 reduced; the largest holder to move was Harraden Circle Investments, LLC (+572%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
57 tracked 13F filers disclose a position in FCRS as of the latest SEC 13F filings, a combined $160.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Harraden Circle Investments, LLC | 1.8M | $18.6M | ▲+572% Added · +1.5M sh | Q2 2026 | |
| 2 | Governors Lane LP | 851K | $8.8M | ▲+0.1% Added · +701 sh | Q2 2026 | |
| 3 | Moore Capital Management, LP | 750K | $7.7M | —Held | Q2 2026 | |
| 4 | Magnetar Financial LLC | 700K | $7.2M | —Held | Q2 2026 | |
| 5 | Healthcare Of Ontario Pension Plan Trust Fund | 700K | $7.0M | —Held | Q1 2026 | |
| 6 | Meteora Capital, LLC | 689K | $7.1M | ▲+24% Added · +136K sh | Q2 2026 | |
| 7 | Hudson Bay Capital Management LP | 644K | $6.6M | —Held | Q2 2026 | |
| 8 | Polar Asset Management Partners Inc. | 600K | $6.2M | —Held | Q2 2026 | |
| 9 | Radcliffe Capital Management, L.P. | 532K | $5.5M | ▲+28% Added · +115K sh | Q2 2026 | |
| 10 | J. Goldman & Co LP | 509K | $5.2M | —Held | Q2 2026 | |
| 11 | ExodusPoint Capital Management, LP | 500K | $5.2M | ▼−50% Reduced · −500K sh | Q2 2026 | |
| 12 | AQR Arbitrage LLC | 379K | $3.9M | ▲+13% Added · +44K sh | Q2 2026 | |
| 13 | Jain Global LLC | 350K | $3.6M | ▲+100% Added · +175K sh | Q2 2026 | |
| 14 | DLD Asset Management, LP | 350K | $3.6M | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 15 | Millennium Management LLC | 341K | $3.4M | ▲+69% Added · +139K sh | Q1 2026 | |
| 16 | Periscope Capital Inc. | 302K | $3.1M | —Held | Q2 2026 | |
| 17 | Centiva Capital, LP | 301K | $3.1M | ▲+13% Added · +35K sh | Q2 2026 | |
| 18 | Tenor Capital Management Co., L.P. | 300K | $3.1M | —Held | Q2 2026 | |
| 19 | Galaxy Digital Inc. | 300K | $3.1M | ▼−8.1% Reduced · −26K sh | Q2 2026 | |
| 20 | HBK Investments L P | 300K | $3.1M | —Held | Q2 2026 | |
| 21 | Berkley W R Corp | 292K | $2.9M | ▲+95% Added · +142K sh | Q1 2026 | |
| 22 | First Trust Capital Management L.P. | 276K | $2.8M | ▼−21% Reduced · −75K sh | Q2 2026 | |
| 23 | Aristeia Capital, L.L.C. | 250K | $2.6M | —Held | Q2 2026 | |
| 24 | Ghisallo Capital Management LLC | 250K | $2.6M | —Held | Q2 2026 | |
| 25 | Shaolin Capital Management LLC | 250K | $2.6M | ▲+11% Added · +25K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in FCRS and 16 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Cantor Equity Partners-CL ACEPF | 42 funds | $256.8M |
| Cantor Equity Partners-CL ACEPV | 38 funds | $149.3M |
| Cohen Circle Acquisit II - ACCII | 37 funds | $153.4M |
| M3-Brigade Acquisition-CL AMBVI | 36 funds | $179.1M |
| 1RT Acquisition Corp-AONCH | 36 funds | $102.0M |
| Cantor Equity Partners VI -ACEPS | 36 funds | $58.9M |
| Trailblazer Acquisition-CL ABLZR | 35 funds | $154.4M |
| Eqv Ventures Acquisition C-AEVAC | 34 funds | $257.4M |
| Bain Capital GSS Inv- ABCSS | 34 funds | $206.5M |
| Wen Acquisition Corp-AWENN | 34 funds | $151.2M |
| Blue Water Acquisition C-ABLUW | 33 funds | $168.2M |
| Infinite Eagle CL-AIEAG | 33 funds | $160.2M |
Ranked by how many of FCRS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FCRS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 29, 2025 | Semler Eric | Director | Buy (P) | 500K | — |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 19 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| FCRSthis pageEquity | 57 funds | $160.6M |
| FCRS/WSWarrant | 32 funds | $1.9M |
| FCRS/UUnit | 19 funds | $60.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for FCRS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FCRS/capital-change-brief"
Use Arkolith's capital_change_brief for FCRS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FCRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.