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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
OAM
376
Oxford Asset Management
United Kingdom
-$213K -10,628 Closed
FBC
377
Fairfield, Bush & Co
Connecticut
-$210K -10,502 Closed
Commonwealth Equity Services
378
Commonwealth Equity Services
Massachusetts
-$201K -10,048 Closed
Cambridge Investment Research Advisors
379
Cambridge Investment Research Advisors
Iowa
-$201K -10,044 Closed
Truist Financial
380
Truist Financial
North Carolina
-$126K -6,290 Closed
Lazard Asset Management
381
Lazard Asset Management
New York
-$117K -5,984 -100%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
-$117K -5,854 Closed
GWMI
383
Guardian Wealth Management (Illinois)
Illinois
-$116K -5,817 Closed
Group One Trading
384
Group One Trading
Illinois
-$73.7K -3,782 Closed
GCM
385
Gladius Capital Management
Illinois
-$23.2K -1,162 Closed
SAM
386
Storebrand Asset Management
Norway
-$18.4K -919 Closed
JPWM
387
Jamison Private Wealth Management
Georgia
-$8.5K -425 Closed
KSB
388
Kennebec Savings Bank
Maine
-$8.38K -419 Closed
GAM
389
Groupama Asset Management
France
-$5.24K -326 Closed
CFM
390
Catalyst Funds Management
Australia
-$6K -300 Closed
BHWM
391
Beaird Harris Wealth Management
Texas
-$4.96K -248 Closed
ACM
392
Aster Capital Management
United Arab Emirates
-$4.72K -236 Closed
NS
393
NBC Securities
Alabama
-$4K -218 Closed
MHR
394
Matthew Hamilton Rosenberg
-$3.86K -198 Closed
WTC
395
WhitTier Trust Company
Nevada
-$3.18K -159 Closed
SL
396
Salomon & Ludwin
Virginia
-$2.4K -120 Closed
DWS
397
Dynamic Wealth Strategies
California
-$1K -40 Closed
OA
398
Operose Advisors
Wisconsin
-$680 -34 Closed
BIA
399
Bell Investment Advisors
California
-$600 -30 Closed
FUBT
400
First United Bank & Trust
Maryland
-$600 -30 Closed

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.