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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
AWM
251
Atticus Wealth Management
Florida
$5.15K
MSWA
252
Marshall & Sterling Wealth Advisors
New York
$5.02K +$5.24K +269 New
FC
253
Fairscale Capital
New Hampshire
$4.53K
FFA
254
Farther Finance Advisors
California
$4.33K -$3.63K -186 -44%
FHA
255
First Horizon Advisors
Tennessee
$4.29K -$3.6K -185 -45%
CBT
256
Crews Bank & Trust
Florida
$4.12K +$4.31K +221 New
HNB
257
Huntington National Bank
Ohio
$4.07K -$3.35K -172 -44%
CA
258
Clearstead Advisors
Ohio
$4.01K
SPIA
259
Steward Partners Investment Advisory
New York
$3.8K -$1.58K -81 -28%
HNB
260
Hilltop National Bank
Wyoming
$3.73K
S
261
SignatureFD
Georgia
$3.65K -$1.32K -68 -26%
OC
262
Oakworth Capital
Alabama
$3.54K
CA
263
CoreCap Advisors
Michigan
$3.45K -$175 -9 -5%
PPA
264
Painted Porch Advisors
California
$3.36K
GRP
265
Global Retirement Partners
California
$3.19K +$1.83K +94 +122%
TCM
266
Tradewinds Capital Management
Washington
$3.17K
MWM
267
Mascoma Wealth Management
New Hampshire
$2.8K
RS
268
R Squared
Hong Kong
$2.8K +$2.92K +150 New
DMBA
269
Deseret Mutual Benefit Administrators
Utah
$2.78K
EWM
270
Evermay Wealth Management
Virginia
$2.56K -$1.7K -87 -39%
QC
271
Quent Capital
New York
$2.37K
PA
272
Parallel Advisors
California
$2.27K -$6.04K -310 -72%
QCG
273
Quadrant Capital Group
Ohio
$2.2K -$2.08K -107 -48%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$2.18K -$1.42K -73 -38%
GIA
275
GHP Investment Advisors
Colorado
$2.07K -$101K -5,163 -98%

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.