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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
HCP
276
Hexagon Capital Partners
Arkansas
$2.01K -$1.25K -64 -37%
HB
277
Horizon Bancorp
Indiana
$2K
PWMG
278
Prestige Wealth Management Group
New Jersey
$1.89K +$877 +45 +80%
TSMHT
279
Thurston Springer Miller Herd & Titak
Indiana
$1.88K
UB
280
UMB Bank
Missouri
$1.86K -$2.67K -137 -58%
FGC
281
Financial Gravity Companies
Texas
$1.86K +$1.95K +100 New
OCM
282
Orion Capital Management
California
$1.86K +$1.95K +100 New
MG
283
Mather Group
Illinois
$1.85K -$2.28K -117 -54%
FFA
284
Frazier Financial Advisors
Ohio
$1.84K
PWMG
285
Private Wealth Management Group
New Jersey
$1.79K +$1.77K +91 +1,820%
GWM
286
Geneos Wealth Management
Colorado
$1.75K +$1.83K +94 New
MA
287
MCF Advisors
Kentucky
$1.7K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$1.62K -$741 -38 -30%
FWM
289
FSA Wealth Management
Massachusetts
$1.58K
NSIM
290
North Star Investment Management
Illinois
$1.49K -$5.85K -300 -79%
BCPWM
291
Bradley & Co Private Wealth Management
Florida
$1.49K +$1.56K +80 New
PFBT
292
Parkside Financial Bank & Trust
Missouri
$1.25K -$1.17K -60 -47%
SWM
293
Spire Wealth Management
Virginia
$1.23K +$1.29K +66 New
RTC
294
Riverview Trust Company
Washington
$1.16K
PTC
295
Private Trust Company
Ohio
$1.16K +$682 +35 +130%
CWP
296
Concord Wealth Partners
Virginia
$1.12K -$7.09K -364 -86%
LFG
297
Larson Financial Group
Missouri
$1.09K +$195 +10 +20%
MCM
298
MV Capital Management
Maryland
$1.03K +$1.01K +52 +1,733%
CAL
299
Capital Advisors Ltd
Ohio
$1K
TFA
300
Transamerica Financial Advisors
Florida
$1K

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.