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Fortrea Holdings
FTRE

Overview Fund Activity

413 hedge funds and large institutions have $2.55B invested in Fortrea Holdings in 2023 Q3 according to their latest regulatory filings, with 390 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+380
Holders Change %
+1,151.52%
% 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
390
Increased
15
Reduced
5
Closed
10
Calls
$5.88M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.47M

Top Buyers

1
BlackRock
1
BlackRock
New York
$484M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M
3
SC
3
Sessa Capital
New York
$151M
4
UBS Group
4
UBS Group
Switzerland
$107M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$91.9M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
JCP
2
Jennifer C. Price
$0
3
ZIM
3
Zacks Investment Management
Illinois
$0
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$0
5
Cerity Partners
5
Cerity Partners
New York
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
376
Tyler-Stone Wealth Management
Ohio
$1K +$1K +31 New
SFG
377
Steward Financial Group
Texas
$1K +$1K +37 New
CAL
378
Capital Advisors Ltd
Ohio
$1K +$1K +38 New
SC
379
Sawyer & Company
Massachusetts
$1K +$1K +50 New
OA
380
Operose Advisors
Wisconsin
$972 +$972 +34 New
CCP
381
Carmel Capital Partners
California
$943 +$943 +33 New
IHWM
382
Iron Horse Wealth Management
Iowa
$743 +$743 +26 New
AWM
383
Abound Wealth Management
Tennessee
$715 +$715 +25 New
TFA
384
Toth Financial Advisory
Virginia
$715 +$715 +25 New
CB
385
CNB Bank
Pennsylvania
$686 +$686 +24 New
AIC
386
Archer Investment Corporation
Indiana
$629 +$629 +22 New
AP
387
Arlington Partners
Alabama
$572 +$572 +20 New
AT
388
Arlington Trust
Alabama
$572 +$572 +20 New
LF
389
Lee Financial
Texas
$487 +$487 +17 New
SWM
390
Sugarloaf Wealth Management
Georgia
$400 +$400 +14 New
LCM
391
Logan Capital Management
Pennsylvania
$400 +$400 +14 New
AWA
392
Authentikos Wealth Advisory
California
$372 +$372 +13 New
APC
393
Aspire Private Capital
North Carolina
$371 +$371 +13 New
CMBA
394
C.M. Bidwell & Associates
Hawaii
$314 – – –
GCM
395
Gables Capital Management
Florida
$286 +$286 +10 New
BBHC
396
Brown Brothers Harriman & Co
New York
$286 +$286 +10 New
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$257 +$257 +9 New
Jones Financial Companies
398
Jones Financial Companies
Missouri
$257 +$257 +9 New
TAM
399
Tucker Asset Management
Colorado
$229 +$229 +8 New
GI
400
Gradient Investments
Minnesota
$172 +$172 +6 New
13 14 15
16
17