FTRE icon

Fortrea Holdings
FTRE

Overview Fund Activity

348 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, 129 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
4.63%
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
129
Closed
64
Calls
$29.1M
Puts
$20.8M
Net Calls
+$8.31M
Net Calls Change
-$248K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$151M
2
CM
Corvex Management
New York
$64.9M
3
Millennium Management
Millennium Management
New York
$11.5M
4
SCM
Scopia Capital Management
New York
$7.96M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$7.79M

Top Sellers

1
BG
Baupost Group
Massachusetts
$0
2
Victory Capital Management
Victory Capital Management
Texas
$338K
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
4
SV
Starboard Value
New York
$139M
5
JPM
JANA Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
326
Newbridge Financial Services Group
Florida
$280 -$187 -10 -40%
MSWM
327
Mowery & Schoenfeld Wealth Management
Illinois
$243 +$243 +13 New
AFG
328
Albion Financial Group
Utah
$224 +$224 +12 New
CMBA
329
C.M. Bidwell & Associates
Hawaii
$205 – – –
LI
330
LRI Investments
Florida
$205 – – –
WA
331
Whipplewood Advisors
Colorado
$205 +$205 +11 New
DF
332
Dunhill Financial
United Kingdom
$195 +$59 +3 +43%
GCM
333
Gables Capital Management
Florida
$187 – – –
Creative Planning
334
Creative Planning
Kansas
$168 +$168 +9 New
SS
335
Sunbelt Securities
Texas
$166 – – –
AWM
336
Abound Wealth Management
Tennessee
$150 – – –
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$149 – – –
AF
338
Advisornet Financial
Minnesota
$131 – – –
SS
339
SBI Securities
Japan
$112 +$112 +6 New
BHWM
340
Bay Harbor Wealth Management
Maryland
$74 – – –
RIL
341
Rothschild Investment LLC
Illinois
$56 – – –
CAC
342
Core Alternative Capital
Georgia
$37 – – –
BBHC
343
Brown Brothers Harriman & Co
New York
$19 – – –
SWA
344
SOA Wealth Advisors
New York
$19 – – –
AWM
345
Activest Wealth Management
Florida
$19 +$19 +1 New
BG
346
Baupost Group
Massachusetts
– -$45.9M -2,293,167 Closed
Diamond Hill Capital Management
347
Diamond Hill Capital Management
Ohio
– -$24M -1,197,696 Closed
JPM
348
JANA Partners Management
New York
– -$13.8M -692,408 Closed
HI
349
HBK Investments
Texas
– -$8.88M -443,875 Closed
Hudson Bay Capital Management
350
Hudson Bay Capital Management
Connecticut
– -$3.5M -175,000 Closed
12 13
14
15 16