Smart Alerts
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POSITION INCREASE
— BA
Baron Capital:
Baron Capital increased Boeing (BA) position by 66.7% in Q3 (+600k shares). Exceeds 10% threshold.
POSITION INCREASE
— GE
Baron Capital:
Baron Capital increased GE position by 57.1% in Q3 (+800k shares). Exceeds 10% threshold.
STRUCTURAL PIVOT
Baron Capital:
Baron Capital rotating into Industrials sector. Portfolio weight: Q1 3.5% → Q2 6.5% → Q3 10.8%. Structural Pivot detected.
13G ACCUMULATION
— NVDA
Fidelity (FMR LLC):
Fidelity filed SC 13G/A for NVIDIA — 4 consecutive quarters of accumulation (0.3% avg QoQ increase). Core Holding signal.
13G ACCUMULATION
Baron Capital:
Baron Capital filed SC 13G/A [Amend] — potential 5%+ threshold crossing. Pre-13F accumulation signal detected.
POSITION INCREASE
— TSLA
Baron Capital:
Baron Capital increased TSLA by 10.7% QoQ.
POSITION INCREASE
— MSTR
Baron Capital:
Baron Capital increased MSTR by 66.7% QoQ.
POSITION INCREASE
— HON
Baron Capital:
Baron Capital increased HON by 60.0% QoQ.
POSITION INCREASE
— IBIT
Fidelity (FMR LLC):
Fidelity (FMR LLC) increased IBIT by 33.3% QoQ.
POSITION INCREASE
— FBTC
Fidelity (FMR LLC):
Fidelity (FMR LLC) increased FBTC by 25.0% QoQ.
STRUCTURAL PIVOT
Baron Capital:
Baron Capital rotating into Information Technology. Weight: 15.8% → 16.0% → 25.1% → 27.8%. Structural Pivot detected.
STRUCTURAL PIVOT
Fidelity (FMR LLC):
Fidelity (FMR LLC) rotating into Information Technology. Weight: 10.5% → 13.0% → 13.4% → 14.1%. Structural Pivot detected.
Baron Capital — Conviction Scores
Algorithm
| Ticker | Issuer | Shares | Value | Port % | QoQ Change | Sector | 13G | Streak | Conviction | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| GE | General Electric | 2,200,000 | $440,000,000 | 5.1% | +57.14% | Industrials | 13G | 3Q | HIGH CONVICTION | |
| BA | Boeing Co | 1,500,000 | $330,000,000 | 3.8% | +66.67% | Industrials | 13G | 3Q | HIGH CONVICTION | |
| MSFT | Microsoft Corp | 1,920,000 | $825,600,000 | 9.5% | +3.78% | Information Technology | 13G | 3Q | ACCUMULATING | |
| AAPL | Apple Inc | 2,850,000 | $712,500,000 | 8.2% | +9.62% | Information Technology | 13G | 3Q | ACCUMULATING | |
| TSLA | Tesla Inc | 3,100,000 | $992,000,000 | 11.4% | +10.71% | Consumer Discretionary | 13G | 2Q | ACCUMULATING | |
| MSTR | MicroStrategy Inc | 500,000 | $200,000,000 | 2.3% | +66.67% | Information Technology | 13G | 1Q | ACCUMULATING | |
| HON | Honeywell Intl | 800,000 | $168,000,000 | 1.9% | +60.0% | Industrials | 13G | 1Q | ACCUMULATING | |
| NVDA | NVIDIA Corp | 4,500,000 | $675,000,000 | 7.8% | +7.14% | Information Technology | 13G | 1Q | ACCUMULATING |
Fidelity (FMR LLC) — Conviction Scores
Algorithm
| Ticker | Issuer | Shares | Value | Port % | QoQ Change | Sector | 13G | Streak | Conviction | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 71,000,000 | $10,650,000,000 | 2.6% | +4.41% | Information Technology | 13G | 2Q | ACCUMULATING | |
| MSFT | Microsoft Corp | 62,000,000 | $26,660,000,000 | 6.4% | +3.33% | Information Technology | — | 3Q | ACCUMULATING | |
| AAPL | Apple Inc | 85,000,000 | $21,250,000,000 | 5.1% | +3.66% | Information Technology | — | 3Q | ACCUMULATING | |
| IBIT | iShares Bitcoin Trust | 8,000,000 | $571,200,000 | 0.14% | +33.33% | Digital Assets | — | 1Q | ACCUMULATING | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 15,000,000 | $1,147,500,000 | 0.27% | +25.0% | Digital Assets | — | 1Q | ACCUMULATING | |
| AMZN | Amazon.com Inc | 45,000,000 | $9,450,000,000 | 2.3% | +4.65% | Consumer Discretionary | — | 1Q | REDUCING | |
| GOOGL | Alphabet Inc | 38,000,000 | $6,840,000,000 | 1.6% | +4.11% | Communication Services | — | 1Q | REDUCING | |
| UNH | UnitedHealth Grp | 15,000,000 | $8,250,000,000 | 2.0% | 0.0% | Health Care | — | 0Q | STABLE | |
| JPM | JPMorgan Chase | 22,000,000 | $4,840,000,000 | 1.2% | 0.0% | Financials | — | 0Q | STABLE |
Strategy Recommender — Institutional Flow vs. Price Action
RSI / MACD
BA
Boeing Co
Price
$242.97
30d Change
+6.75%
RSI(14)
59.1
MACD Hist
1.8184
Inst. Flow
NET ACCUMULATION
Confidence
100.0%
Institutional accumulation +66.7% QoQ. RSI neutral (59). MACD positive. High conviction (74).
MSTR
MicroStrategy Inc
Price
$291.03
30d Change
-7.17%
RSI(14)
54.2
MACD Hist
1.4862
Inst. Flow
NET ACCUMULATION
Confidence
100.0%
Institutional accumulation +66.7% QoQ. RSI neutral (54). MACD positive.
HON
Honeywell Intl
Price
$365.09
30d Change
-2.31%
RSI(14)
38.6
MACD Hist
1.0850
Inst. Flow
NET ACCUMULATION
Confidence
100.0%
Institutional accumulation +60.0% QoQ. RSI neutral (39). MACD positive.
IBIT
iShares Bitcoin Trust
Price
$464.67
30d Change
-5.14%
RSI(14)
46.3
MACD Hist
1.0325
Inst. Flow
NET ACCUMULATION
Confidence
96.2%
Institutional accumulation +33.3% QoQ. RSI neutral (46). MACD positive.
FBTC
Fidelity Wise Origin Bitcoin Fund
Price
$447.99
30d Change
+9.74%
RSI(14)
40.4
MACD Hist
0.9876
Inst. Flow
NET ACCUMULATION
Confidence
84.3%
Institutional accumulation +25.0% QoQ. RSI neutral (40). MACD positive.
GE
General Electric
Price
$80.41
30d Change
-1.18%
RSI(14)
62.7
MACD Hist
-1.1194
Inst. Flow
NET ACCUMULATION
Confidence
59.3%
Institutional accumulation +57.1% QoQ. RSI neutral (63). MACD negative. High conviction (75).
GOOGL
Alphabet Inc
Price
$477.44
30d Change
-6.27%
RSI(14)
50.0
MACD Hist
1.2888
Inst. Flow
FLAT
Confidence
40.5%
Institutional flow flat. RSI neutral (50). MACD positive.
NVDA
NVIDIA Corp
Price
$110.27
30d Change
-6.86%
RSI(14)
70.1
MACD Hist
-1.3154
Inst. Flow
NET ACCUMULATION
Confidence
38.7%
Institutional accumulation +7.1% QoQ. RSI overbought (70). MACD negative.
TSLA
Tesla Inc
Price
$89.04
30d Change
+5.52%
RSI(14)
64.0
MACD Hist
0.9110
Inst. Flow
NET ACCUMULATION
Confidence
30.2%
Institutional accumulation +10.7% QoQ. RSI neutral (64). MACD positive.
AMZN
Amazon.com Inc
Price
$489.40
30d Change
+6.04%
RSI(14)
65.3
MACD Hist
0.8400
Inst. Flow
FLAT
Confidence
15.0%
Institutional flow flat. RSI neutral (65). MACD positive.
AAPL
Apple Inc
Price
$254.31
30d Change
-1.00%
RSI(14)
40.4
MACD Hist
-0.6826
Inst. Flow
NET ACCUMULATION
Confidence
11.8%
Institutional accumulation +9.6% QoQ. RSI neutral (40). MACD negative.
UNH
UnitedHealth Grp
Price
$112.63
30d Change
+13.34%
RSI(14)
69.4
MACD Hist
0.3295
Inst. Flow
FLAT
Confidence
11.2%
Institutional flow flat. RSI neutral (69). MACD positive.
MSFT
Microsoft Corp
Price
$191.32
30d Change
+10.01%
RSI(14)
68.9
MACD Hist
0.5599
Inst. Flow
FLAT
Confidence
2.6%
Institutional flow flat. RSI neutral (69). MACD positive.
JPM
JPMorgan Chase
Price
$259.22
30d Change
-0.75%
RSI(14)
63.9
MACD Hist
0.5447
Inst. Flow
FLAT
Confidence
0.3%
Institutional flow flat. RSI neutral (64). MACD positive.
Sector Heatmap — Structural Pivot Detection
Live
Information Technology
Baron %
27.8%
Baron QoQ
+87.2%
Fidelity %
14.1%
Fidelity QoQ
+11.4%
MSFT, AAPL, MSTR, NVDA
Consumer Discretionary
Baron %
11.4%
Baron QoQ
+10.7%
Fidelity %
2.3%
Fidelity QoQ
+4.7%
TSLA, AMZN
Industrials
Baron %
10.8%
Baron QoQ
+183.8%
Fidelity %
0.0%
Fidelity QoQ
0.0%
GE, BA, HON
Health Care
Baron %
0.0%
Baron QoQ
0.0%
Fidelity %
2.0%
Fidelity QoQ
0.0%
UNH
Communication Services
Baron %
0.0%
Baron QoQ
0.0%
Fidelity %
1.6%
Fidelity QoQ
+4.1%
GOOGL
Financials
Baron %
0.0%
Baron QoQ
0.0%
Fidelity %
1.2%
Fidelity QoQ
0.0%
JPM
Digital Assets
Baron %
0.0%
Baron QoQ
0.0%
Fidelity %
0.4%
Fidelity QoQ
+58.3%
IBIT, FBTC
BTC Shadow Treasury — Digital Asset Look-Through
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Fetching BTC exposure…