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Fortrea Holdings
FTRE

Overview Fund Activity

413 hedge funds and large institutions have $2.55B invested in Fortrea Holdings in 2023 Q3 according to their latest regulatory filings, with 390 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+380
Holders Change %
+1,151.52%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
390
Increased
15
Reduced
5
Closed
10
Calls
$5.88M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.47M

Top Buyers

1
BlackRock
1
BlackRock
New York
$484M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M
3
SC
3
Sessa Capital
New York
$151M
4
UBS Group
4
UBS Group
Switzerland
$107M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$91.9M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
JCP
2
Jennifer C. Price
$0
3
ZIM
3
Zacks Investment Management
Illinois
$0
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$0
5
Cerity Partners
5
Cerity Partners
New York
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
251
Trust Company of Vermont
Vermont
$74K +$74K +2,590 New
WB
252
Webster Bank
Connecticut
$72K +$72K +2,520 New
FPFS
253
First Personal Financial Services
North Carolina
$69.1K +$69.1K +2,418 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$68K +$64.1K +2,228 +1,638%
HBW
255
Hazlett, Burt & Watson
West Virginia
$63K +$63K +2,234 New
HPC
256
HM Payson & Co
Maine
$62.6K +$62.6K +2,189 New
KFI
257
Key Financial Inc
Pennsylvania
$61.6K +$61.6K +2,153 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$60.5K +$60.5K +2,115 New
MMG
259
Monetary Management Group
Missouri
$57.2K +$57.2K +2,000 New
SAM
260
Shell Asset Management
Netherlands
$57K +$57K +1,979 New
MIM
261
MetLife Investment Management
New Jersey
$50.2K +$50.2K +1,755 New
EWA
262
EverSource Wealth Advisors
Alabama
$49.6K +$49.6K +1,734 New
PA
263
Parallel Advisors
California
$44.7K +$44.7K +1,564 New
EWM
264
Evermay Wealth Management
Virginia
$43.5K +$43.5K +1,522 New
DSC
265
Duncker Streett & Co
Missouri
$42.1K +$42.1K +1,473 New
TFA
266
Transamerica Financial Advisors
Florida
$40K +$40K +1,391 New
WT
267
Whittier Trust
California
$39.6K +$39.6K +1,384 New
HIA
268
Harbor Investment Advisory
Maryland
$37K +$37K +1,293 New
HI
269
Harbour Investments
Wisconsin
$34.2K +$34.2K +1,196 New
SIS
270
Strategic Investment Solutions
Illinois
$33.6K +$33.6K +1,134 New
OIA
271
Optimum Investment Advisors
Illinois
$32.9K +$32.9K +1,150 New
PB
272
Pinnacle Bancorp
Nebraska
$32K +$32K +1,120 New
CWM
273
Compass Wealth Management
Connecticut
$29.6K +$29.6K +1,036 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$28.9K +$28.9K +1,011 New
GWSG
275
GPS Wealth Strategies Group
Colorado
$28.6K +$28.6K +1,002 New
9 10
11
12 13