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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
HFS
301
Hantz Financial Services
Michigan
$1K +$818 +42 +525%
GSWM
302
Golden State Wealth Management
California
$951 +$994 +51 New
BLC
303
Brown, Lisle/Cummings
Rhode Island
$933 -$2.44K -125 -71%
SC
304
Stephens Consulting
Michigan
$933
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$839 -$643 -33 -42%
MWA
306
Medallion Wealth Advisors
Connecticut
$793 +$2.05K +105 New
BIG
307
Brooklyn Investment Group
New York
$746 -$3.76K -193 -83%
BFPW
308
BOK Financial Private Wealth
Colorado
$691
CA
309
Continuum Advisory
Idaho
$653 -$58 -3 -8%
S
310
Sachetta
Massachusetts
$653
WA
311
WPG Advisers
Maryland
$634 +$663 +34 New
NRG
312
Nemes Rush Group
Michigan
$597 +$624 +32 New
DWM
313
Darwin Wealth Management
Florida
$540
FFO
314
Fortitude Family Office
Arizona
$522
IHWM
315
Iron Horse Wealth Management
Iowa
$485
FA
316
Fedenia Advisers
Wisconsin
$485 +$507 +26 New
TWC
317
TD Waterhouse Canada
Ontario, Canada
$467
CFO
318
CVA Family Office
Colorado
$466 +$487 +25 New
CAM
319
Creekmur Asset Management
Illinois
$429 -$39 -2 -8%
AG
320
AmeriFlex Group
Nevada
$420 +$487 +25 New
HIW
321
Holos Integrated Wealth
Pennsylvania
$410 +$429 +22 New
HI
322
Hoey Investments
Pennsylvania
$392
PGAM
323
Princeton Global Asset Management
New Jersey
$392
AF
324
Allworth Financial
California
$370 -$1.36K -70 -78%
SIS
325
Strategic Investment Solutions
Illinois
$336

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.