Fidelity Contrafund (FCNTX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 20 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.29x

44th percentile

9 buying7 selling

+2

New

-1

Closed

-5,804

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 97.3%

FIRST MERCHANTS55.0%

NEVILLE RODIE & SHAW22.4%

KELLEHER FINANCIAL ADVISORS4.5%

CARRET ASSET MANAGEMENT,3.7%

Williams Jones Wealth Management,3.6%

Others (14)10.8%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.19%Avg weight: 0.44%Max: 1.32%High conviction (>1%): 2

FIRST MERCHANTS

NEVILLE RODIE & SHAW

KELLEHER FINANCIAL ADVISORS

CARRET ASSET MANAGEMENT,

Williams Jones Wealth Management,

Fairfield Financial Advisors,

CENTRAL BANK & TRUST

FULTON BANK, N.A.

MOODY LYNN LIEBERSON & WALKER,

NORTHSTAR ASSET MANAGEMENT

Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.29x

44th percentile

9 buying7 selling

+2

New

-1

Closed

-5,804

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 97.3%

FIRST MERCHANTS55.0%

NEVILLE RODIE & SHAW22.4%

KELLEHER FINANCIAL ADVISORS4.5%

CARRET ASSET MANAGEMENT,3.7%

Williams Jones Wealth Management,3.6%

Others (14)10.8%

Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.29x

44th percentile

9 buying7 selling

+2

New

-1

Closed

-5,804

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 97.3%

FIRST MERCHANTS55.0%

NEVILLE RODIE & SHAW22.4%

KELLEHER FINANCIAL ADVISORS4.5%

CARRET ASSET MANAGEMENT,3.7%

Williams Jones Wealth Management,3.6%

Others (14)10.8%

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$19,874

FCNTX · +99%

$18,666

S&P 500 · +87%

+$1,209

ahead of the index

Total return (5Y)

+99%

S&P 500

+87%

vs. market

+12%

outperformed

Annualized

14.7%

mkt 13.3%

Volatility

19%

annualized

Beta

1.18

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

FCNTXS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

FCNTX (solid)S&P 500 (outline)Green = positive year, red = negative. Number = FCNTX's return.

Beat the market

4 / 6 yrs

67% win rate

Best year

+39%

2023

Worst year

-28%

2022

Worst drawdown

-31%

recovered in 6 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -31%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 20 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 20 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position