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Fortrea Holdings

357 hedge funds and large institutions have $711M invested in Fortrea Holdings in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 102 increasing their positions, 104 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.93% less ownership

Funds ownership: 106.35%104.42% (-1.9%)

60% less capital invested

Capital invested by funds: $1.78B → $711M (-$1.07B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.12M
Puts
$3.05M
Net Calls
Net Calls Change

Top Buyers

1 +$33M
2 +$21.8M
3 +$9.23M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.75M
5
CM
Corvex Management
New York
+$7.5M

Top Sellers

1 -$37.1M
2 -$21.4M
3 -$20.6M
4
BMO
Beck Mack & Oliver
New York
-$20.4M
5
SV
Starboard Value
New York
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
276
Summit Securities Group
New York
$1.44K
CA
277
CoreCap Advisors
Michigan
$1.4K
UB
278
UMB Bank
Missouri
$1.37K
PPA
279
Painted Porch Advisors
California
$1.36K
TCM
280
Tradewinds Capital Management
Washington
$1.28K
OC
281
Oakworth Capital
Alabama
$1.21K
MWM
282
Mascoma Wealth Management
New Hampshire
$1.13K
SAM
283
Smartleaf Asset Management
Massachusetts
$1.13K
DMBA
284
Deseret Mutual Benefit Administrators
Utah
$1.13K
PFBT
285
Parkside Financial Bank & Trust
Missouri
$1.12K
PWMG
286
Prestige Wealth Management Group
New Jersey
$1.04K
EWM
287
Evermay Wealth Management
Virginia
$1.03K
IA
288
IFP Advisors
Florida
$1.03K
PA
289
Parallel Advisors
California
$1.01K
HB
290
Horizon Bancorp
Indiana
$1K
TFA
291
Transamerica Financial Advisors
Florida
$1K
CI
292
CX Institutional
Indiana
$1K
CT
293
Colonial Trust
South Carolina
$951
FC
294
Fairscale Capital
New Hampshire
$914
PWA
295
Physician Wealth Advisors
Utah
$861
NC
296
North Capital
Utah
$846
SC
297
SouthState Corp
Florida
$831
OCM
298
Orion Capital Management
California
$755
FFA
299
Frazier Financial Advisors
Ohio
$755
BCMLT
300
Beacon Capital Management LLC (Tennessee)
Tennessee
$695