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Fortrea Holdings

415 hedge funds and large institutions have $2.55B invested in Fortrea Holdings in 2023 Q3 according to their latest regulatory filings, with 392 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,820% more first-time investments, than exits

New positions opened: 392 | Existing positions closed: 10

2,419% more capital invested

Capital invested by funds: $101M → $2.55B (+$2.45B)

1,158% more funds holding

Funds holding: 33415 (+382)

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

132% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $2.54M

96.89% more ownership

Funds ownership: 3.4%100.28% (+97%)

Holders
415
Holders Change
+382
Holders Change %
+1,157.58%
% 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
392
Increased
15
Reduced
5
Closed
10
Calls
$5.88M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$28.9K +$29.9K +1,011 New
GWSG
277
GPS Wealth Strategies Group
Colorado
$28.6K +$29.6K +1,002 New
AP
278
Atwood & Palmer
Missouri
$28.6K +$29.6K +1,000 New
TF
279
Tompkins Financial
New York
$28.6K +$29.6K +1,000 New
GWS
280
Glassman Wealth Services
Virginia
$26.7K +$27.7K +935 New
CYG
281
Clean Yield Group
Vermont
$25.1K +$25.4K +859 New
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$25K +$20.7K +698 +340%
PFBT
283
Parkside Financial Bank & Trust
Missouri
$24.8K +$25.7K +867 New
CTC
284
Central Trust Company
Missouri
$24.3K +$25.2K +850 New
RMC
285
Resources Management Corp
Connecticut
$24K +$25K +845 New
CT
286
Colonial Trust
South Carolina
$22.7K +$23.5K +793 New
Bessemer Group
287
Bessemer Group
New Jersey
$22K +$23.9K +807 New
Nomura Asset Management
288
Nomura Asset Management
Japan
$21.6K +$22.3K +755 New
First Manhattan
289
First Manhattan
New York
$19.4K +$20.1K +680 New
NS
290
NBC Securities
Alabama
$19K +$19.8K +668 New
LC
291
Lindbrook Capital
California
$18.8K +$19.5K +658 New
AF
292
Allworth Financial
California
$18.5K +$19.1K +647 New
JFGIW
293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.4K +$19.1K +645 New
S
294
SignatureFD
Georgia
$17.8K +$18.4K +622 New
AA
295
Ancora Advisors
Ohio
$16K +$16.6K +561 New
FFA
296
Farther Finance Advisors
California
$15.8K +$16.4K +554 New
Group One Trading
297
Group One Trading
Illinois
$14K +$14.5K +489 New
FHA
298
First Horizon Advisors
Tennessee
$13.8K +$14.3K +483 New
LJHT
299
Laurie J. Hall Trustee
$13K +$12.6K +425 New
TWM
300
Tradition Wealth Management
Minnesota
$13K +$13.1K +442 New

FTRE Hedge Fund Activity: Q3 2023 in Review

415 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q3 2023, worth a combined $2.55B — up 2,419% from $101M a quarter earlier.

Buyers outnumbered sellers: 392 funds opened new FTRE positions and 10 closed out — a net gain of 382 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $501M. The largest seller was River Road Asset Management, exiting entirely with an estimated $4.41M sold.

  • 415 institutional investors held Fortrea Holdings (FTRE) as of Q3 2023, up from 33 in Q2 2023.
  • Funds reported $2.55B of Fortrea Holdings stock for Q3 2023, up 2,419% quarter-over-quarter.
  • 392 funds opened new Fortrea Holdings positions in Q3 2023 and 10 closed out, a net change of +382 holders.
  • The largest Fortrea Holdings buyer in Q3 2023 was BlackRock, an estimated $501M added.
  • The largest Fortrea Holdings seller in Q3 2023 was River Road Asset Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2023.