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Fortrea Holdings

428 hedge funds and large institutions have $3.66B invested in Fortrea Holdings in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 93 increasing their positions, 162 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
60
Increased
93
Reduced
162
Closed
63
Calls
$10.2M
Puts
$5.85M
Net Calls
+$4.32M
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Shares
Change %
BGAI
401
Bruce G. Allen Investments
Colorado
$522
APC
402
Aspire Private Capital
North Carolina
$522
CMBA
403
C.M. Bidwell & Associates
Hawaii
$442
AWM
404
Abound Wealth Management
Tennessee
$402 -$121 -3 -23%
GCM
405
Gables Capital Management
Florida
$401
Kayne Anderson Rudnick Investment Management
406
Kayne Anderson Rudnick Investment Management
California
$361
SS
407
Sunbelt Securities
Texas
$361
ECM
408
Everence Capital Management
Indiana
$309
PPC
409
Park Place Capital
Alabama
$281
JWA
410
JFS Wealth Advisors
Pennsylvania
$263 +$38 +1 +17%
DF
411
Dunhill Financial
United Kingdom
$261
PCMC
412
Planning Capital Management Corporation
Pennsylvania
$241
RIL
413
Rothschild Investment LLC
Illinois
$241
BWP
414
Baldwin Wealth Partners
Massachusetts
$201
FGAM
415
Financial Gravity Asset Management
Texas
$200 +$200 +5 New
BWL
416
Bogart Wealth LLC
Virginia
$161
HCM
417
Hollencrest Capital Management
California
$161
BHWM
418
Bay Harbor Wealth Management
Maryland
$160
MCM
419
MV Capital Management
Maryland
$121
SWM
420
Sanctuary Wealth Management
Idaho
$120
VWA
421
Valued Wealth Advisors
Utah
$81
CAC
422
Core Alternative Capital
Georgia
$80 -$1.24K -31 -94%
SWA
423
SOA Wealth Advisors
New York
$80
RG
424
Retirement Group
California
$80
BBHC
425
Brown Brothers Harriman & Co
New York
$40