FTRE icon

Fortrea Holdings

436 hedge funds and large institutions have $3.22B invested in Fortrea Holdings in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 87 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+23
Holders Change %
+5.57%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
87
Increased
87
Reduced
178
Closed
59
Calls
$8.67M
Puts
$2.7M
Net Calls
+$5.97M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Shares
Change %
W
401
WealthCollab
Washington
$768 +$768 +22 New
AT
402
Arlington Trust
Alabama
$698
AP
403
Arlington Partners
Alabama
$698
RFG
404
RFP Financial Group
Georgia
$663 -$1.01K -29 -60%
SIS
405
Strategic Investment Solutions
Illinois
$628 -$38.9K -1,116 -98%
GI
406
Gradient Investments
Minnesota
$593 +$384 +11 +183%
NFA
407
Northwest Financial Advisors
Virginia
$524 +$524 +15 New
SWM
408
Sugarloaf Wealth Management
Georgia
$489
AWM
409
Abound Wealth Management
Tennessee
$454 -$419 -12 -48%
BGAI
410
Bruce G. Allen Investments
Colorado
$454 +$454 +13 New
APC
411
Aspire Private Capital
North Carolina
$453
CMBA
412
C.M. Bidwell & Associates
Hawaii
$384
GCM
413
Gables Capital Management
Florida
$349
ODG
414
O'Dell Group
Ohio
$349 +$349 +10 New
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$314
SS
416
Sunbelt Securities
Texas
$314 +$314 +9 New
TAM
417
Tucker Asset Management
Colorado
$279
PPC
418
Park Place Capital
Alabama
$244 +$244 +7 New
DF
419
Dunhill Financial
United Kingdom
$217 +$217 +6 New
PCMC
420
Planning Capital Management Corporation
Pennsylvania
$210 +$210 +6 New
JWA
421
JFS Wealth Advisors
Pennsylvania
$210 +$210 +6 New
RIL
422
Rothschild Investment LLC
Illinois
$209 +$209 +6 New
BWP
423
Baldwin Wealth Partners
Massachusetts
$175
BWL
424
Bogart Wealth LLC
Virginia
$140
HCM
425
Hollencrest Capital Management
California
$140 +$140 +4 New