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Fortrea Holdings

349 hedge funds and large institutions have $1.78B invested in Fortrea Holdings in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 82 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.8M

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 352349 (-3)

3.23% less ownership

Funds ownership: 109.58%106.35% (-3.2%)

9% less capital invested

Capital invested by funds: $1.96B → $1.78B (-$184M)

37% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 130

Holders
349
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
82
Reduced
130
Closed
65
Calls
$29.1M
Puts
$20.8M
Net Calls
+$8.31M
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$13K
JSAM
227
J. Safra Asset Management
New York
$12.8K +$13.5K +694 New
EWP
228
Elevation Wealth Partners
California
$11.9K
GWSG
229
GPS Wealth Strategies Group
Colorado
$11.6K
WSFS
230
Wilmington Savings Fund Society
Delaware
$11.4K -$7.23K -371 -38%
CT
231
Colonial Trust
South Carolina
$10.6K +$779 +40 +8%
ACA
232
Atlas Capital Advisors
Wyoming
$10.4K
VCM
233
Versant Capital Management
Arizona
$10.1K +$7.48K +384 +240%
PAM
234
Paradigm Asset Management
New York
$9.34K
HIA
235
Harbor Investment Advisory
Maryland
$9.32K
CIA
236
Cape Investment Advisory
Georgia
$8.65K +$1.4K +72 +18%
CAS
237
Coppell Advisory Solutions
Texas
$8.15K
BCMLT
238
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.87K -$351 -18 -4%
CWM
239
Compass Wealth Management
Connecticut
$7.46K
RMP
240
Richards, Merrill & Peterson
Washington
$7.46K +$7.79K +400 New
NA
241
NewEdge Advisors
Louisiana
$7.05K -$156 -8 -2%
IA
242
IFP Advisors
Florida
$6.92K +$4.13K +212 +133%
PA
243
PSI Advisors
Florida
$6.75K
Bessemer Group
244
Bessemer Group
New Jersey
$6K -$1.21K -62 -16%
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$6K
HI
246
Harbour Investments
Wisconsin
$5.73K -$17.3K -889 -74%
VWM
247
Venturi Wealth Management
Texas
$5.69K +$1.81K +93 +44%
HPC
248
HM Payson & Co
Maine
$5.56K -$4.87K -250 -46%
Amundi
249
Amundi
France
$5.39K -$44.9K -2,305 -89%
PB
250
Pinnacle Bancorp
Nebraska
$5.35K -$20.5K -1,054 -79%

FTRE Hedge Fund Activity: Q4 2024 in Review

349 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q4 2024, worth a combined $1.78B — down 9.4% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FTRE positions and 65 closed out — a net gain of 3 holders — while 82 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $63.6M. The largest seller was Baupost Group, exiting entirely with an estimated $45.9M sold.

  • 349 institutional investors held Fortrea Holdings (FTRE) as of Q4 2024, down from 352 in Q3 2024.
  • Funds reported $1.78B of Fortrea Holdings stock for Q4 2024, down 9.4% quarter-over-quarter.
  • 68 funds opened new Fortrea Holdings positions in Q4 2024 and 65 closed out, a net change of +3 holders.
  • The largest Fortrea Holdings buyer in Q4 2024 was Fidelity Investments, an estimated $63.6M added.
  • The largest Fortrea Holdings seller in Q4 2024 was Baupost Group, an estimated $45.9M sold.

Based on aggregated 13F filings for Q4 2024.