We are live on ! Find out more
FTRE icon

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
VCM
301
Versant Capital Management
Arizona
$12.4K +$12.8K +434 New
AAP
302
Arax Advisory Partners
Colorado
$12.1K +$12.5K +422 New
N
303
Natixis
France
$11.6K +$12K +405 New
C
304
Covestor
United Kingdom
$11K +$11.8K +400 New
NSIM
305
North Star Investment Management
Illinois
$10.9K +$11.3K +383 New
CWP
306
Concord Wealth Partners
Virginia
$10.8K +$11.2K +378 New
SPIA
307
Steward Partners Investment Advisory
New York
$10.4K +$10.8K +364 New
PA
308
PSI Advisors
Florida
$10.3K +$10.7K +362 New
Toronto Dominion Bank
309
Toronto Dominion Bank
Ontario, Canada
$10.1K +$10.4K +352 New
HGERS
310
Householder Group Estate & Retirement Specialist
Arizona
$9.15K +$9.47K +320 New
BLC
311
Brown, Lisle/Cummings
Rhode Island
$8.58K +$8.88K +300 New
AWM
312
Atticus Wealth Management
Florida
$7.95K +$8.23K +278 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$7.78K +$8.05K +272 New
UB
314
UMB Bank
Missouri
$7.63K +$7.9K +267 New
QCG
315
Quadrant Capital Group
Ohio
$7.38K +$7.63K +258 New
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.36K +$7.4K +250 New
OC
317
Oakworth Capital
Alabama
$7K +$7.25K +245 New
MRCM
318
M&R Capital Management
New Jersey
$6.06K +$6.27K +212 New
HDIM
319
Hanson & Doremus Investment Management
Vermont
$6K +$5.95K +201 New
UIA
320
Ulland Investment Advisors
Minnesota
$6K +$6.57K +222 New
DMBA
321
Deseret Mutual Benefit Administrators
Utah
$5.69K +$5.89K +199 New
MHR
322
Matthew Hamilton Rosenberg
$5.66K +$5.86K +198 New
HCP
323
Hexagon Capital Partners
Arkansas
$5.63K +$5.83K +197 New
HNB
324
Huntington National Bank
Ohio
$5.6K +$5.8K +196 New
GRP
325
Global Retirement Partners
California
$5.5K +$5.98K +202 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.