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Fortrea Holdings

350 hedge funds and large institutions have $1.95B invested in Fortrea Holdings in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 152 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-38
Holders Change %
-9.79%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
39
Increased
74
Reduced
152
Closed
75
Calls
$10.8M
Puts
$2.19M
Net Calls
+$8.56M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Continuum Advisory
Idaho
$768 -$728 -36 -49%
BFPW
302
BOK Financial Private Wealth
Colorado
$740
S
303
Sachetta
Massachusetts
$700
OA
304
Operose Advisors
Wisconsin
$680
BIA
305
Bell Investment Advisors
California
$600 -$340 -17 -36%
FUBT
306
First United Bank & Trust
Maryland
$600
CAM
307
ClariVest Asset Management
California
$584
DWM
308
Darwin Wealth Management
Florida
$580 +$580 +29 New
FFO
309
Fortitude Family Office
Arizona
$560
PTC
310
Private Trust Company
Ohio
$540 -$680 -34 -56%
IHWM
311
Iron Horse Wealth Management
Iowa
$520
CAM
312
Creekmur Asset Management
Illinois
$500
NFSG
313
Newbridge Financial Services Group
Florida
$500 +$500 +25 New
TWC
314
TD Waterhouse Canada
Ontario, Canada
$491
HI
315
Hoey Investments
Pennsylvania
$491
LC
316
Lindbrook Capital
California
$460 -$3.6K -180 -89%
PGAM
317
Princeton Global Asset Management
New Jersey
$420 -$1.16K -58 -73%
SIS
318
Strategic Investment Solutions
Illinois
$360 +$360 +18 New
BGAI
319
Bruce G. Allen Investments
Colorado
$340 -$660 -33 -66%
AIC
320
Archer Investment Corporation
Indiana
$340
GJWM
321
Gilliland Jeter Wealth Management
Arkansas
$320
NIC
322
Northwest Investment Counselors
Oregon
$300 +$300 +15 New
NFA
323
Northwest Financial Advisors
Virginia
$300 +$300 +15 New
ZB
324
Zions Bancorporation
Utah
$240 -$40 -2 -14%
MRCM
325
M&R Capital Management
New Jersey
$240