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Fortrea Holdings

428 hedge funds and large institutions have $3.66B invested in Fortrea Holdings in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 93 increasing their positions, 162 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
60
Increased
93
Reduced
162
Closed
63
Calls
$10.2M
Puts
$5.85M
Net Calls
+$4.32M
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Banyan Capital Management
Georgia
$278K -$661K -16,454 -70%
CAM
227
Councilmark Asset Management
Tennessee
$278K +$278K +6,918 New
KFS
228
Kaizen Financial Strategies
California
$273K +$273K +6,800 New
TPCW
229
TD Private Client Wealth
New York
$271K +$16.5K +411 +6%
State of Wisconsin Investment Board
230
State of Wisconsin Investment Board
Wisconsin
$266K -$55.1K -1,372 -17%
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$265K -$38.7K -963 -13%
DWP
232
Daymark Wealth Partners
Ohio
$263K -$30.1K -750 -10%
Osaic Holdings
233
Osaic Holdings
Arizona
$256K -$746K -18,581 -74%
US Bancorp
234
US Bancorp
Minnesota
$255K -$27.2K -678 -10%
SIC
235
Salem Investment Counselors
North Carolina
$253K -$104K -2,600 -29%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$251K +$251K +6,265 New
EHC
237
Everett Harris & Co
California
$246K
CA
238
Cetera Advisors
Colorado
$241K +$241K +6,010 New
MWM
239
Moran Wealth Management
Florida
$239K -$134K -3,337 -36%
NAM
240
NorthCrest Asset Manangement
Minnesota
$239K -$435K -10,828 -64%
GWM
241
Guardian Wealth Management
Illinois
$238K +$161 +4 +0.1%
BP
242
BBR Partners
New York
$236K +$236K +5,883 New
V
243
ViaWealth
Kansas
$227K +$227K +5,651 New
KAS
244
Kestra Advisory Services
Texas
$223K +$223K +5,547 New
IWC
245
Integrated Wealth Concepts
Massachusetts
$214K +$214K +5,329 New
FMWA
246
Forvis Mazars Wealth Advisors
Missouri
$212K -$68.1K -1,696 -24%
PAM
247
Paradigm Asset Management
New York
$209K -$8.03K -200 -4%
SBIA
248
Sheaff Brock Investment Advisors
Indiana
$207K +$207K +5,150 New
KPWS
249
Kestra Private Wealth Services
Texas
$204K +$204K +5,088 New
Wolverine Trading
250
Wolverine Trading
Illinois
$204K +$204K +5,083 New