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Fortrea Holdings

388 hedge funds and large institutions have $2.38B invested in Fortrea Holdings in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 150 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-40
Holders Change %
-9.35%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
102
Reduced
150
Closed
87
Calls
$11.3M
Puts
$9.34M
Net Calls
+$1.97M
Net Calls Change
-$2.35M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
351
Triad Wealth Partners
Kansas
$677 +$677 +29 New
FFO
352
Fortitude Family Office
Arizona
$654 -$2.83K -121 -81%
IHWM
353
Iron Horse Wealth Management
Iowa
$607
TWC
354
TD Waterhouse Canada
Ontario, Canada
$596 +$262 +11 +79%
CAM
355
ClariVest Asset Management
California
$584 -$401K -17,178 -100%
CAM
356
Creekmur Asset Management
Illinois
$584 +$584 +25 New
HI
357
Hoey Investments
Pennsylvania
$491
CCMW
358
Cypress Capital Management (Wyoming)
Wyoming
$420
AIC
359
Archer Investment Corporation
Indiana
$397 -$117 -5 -23%
GJWM
360
Gilliland Jeter Wealth Management
Arkansas
$373
ZB
361
Zions Bancorporation
Utah
$327 -$794 -34 -71%
SWM
362
Sugarloaf Wealth Management
Georgia
$327
ECM
363
Everence Capital Management
Indiana
$281
MRCM
364
M&R Capital Management
New Jersey
$280 -$4.67K -200 -94%
CMBA
365
C.M. Bidwell & Associates
Hawaii
$257
AWM
366
Abound Wealth Management
Tennessee
$234
GCM
367
Gables Capital Management
Florida
$233
CSB
368
City State Bank
Iowa
$233 +$233 +10 New
SS
369
Sunbelt Securities
Texas
$210
WIA
370
Wetzel Investment Advisors
Indiana
$201 -$5.27K -131 -96%
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$187 -$23 -1 -11%
DF
372
Dunhill Financial
United Kingdom
$151
PCMC
373
Planning Capital Management Corporation
Pennsylvania
$141
JWA
374
JFS Wealth Advisors
Pennsylvania
$130 -$22 -1 -14%
PWMG
375
Private Wealth Management Group
New Jersey
$117 -$1.1K -47 -90%