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Fortrea Holdings
FTRE

Overview Fund Activity

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

Top Buyers

1
BG
Baupost Group
Massachusetts
$73.3M
2
SV
Starboard Value
New York
$187M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$58.7M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$56.9M
5
MF
Magnetar Financial
Illinois
$46.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$23.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
3
ITP
Iron Triangle Partners
Connecticut
$0
4
BlackRock
BlackRock
New York
$377M
5
Citadel Advisors
Citadel Advisors
Florida
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
426
Pullen Investment Management
Florida
– -$284K -7,066 Closed
Focus Partners Wealth
427
Focus Partners Wealth
Massachusetts
– -$282K -7,030 Closed
FI
428
Fractal Investments
Connecticut
– -$281K -7,000 Closed
CAM
429
Councilmark Asset Management
Tennessee
– -$278K -6,918 Closed
KFS
430
Kaizen Financial Strategies
California
– -$273K -6,800 Closed
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
– -$265K -6,593 Closed
DWP
432
Daymark Wealth Partners
Ohio
– -$263K -6,540 Closed
EHC
433
Everett Harris & Co
California
– -$246K -6,125 Closed
MWM
434
Moran Wealth Management
Florida
– -$239K -5,966 Closed
NAM
435
NorthCrest Asset Manangement
Minnesota
– -$239K -5,964 Closed
V
436
ViaWealth
Kansas
– -$227K -5,651 Closed
KAS
437
Kestra Advisory Services
Texas
– -$223K -5,547 Closed
IWC
438
Integrated Wealth Concepts
Massachusetts
– -$214K -5,329 Closed
FMWA
439
Forvis Mazars Wealth Advisors
Missouri
– -$212K -5,293 Closed
SBIA
440
Sheaff Brock Investment Advisors
Indiana
– -$207K -5,150 Closed
KPWS
441
Kestra Private Wealth Services
Texas
– -$204K -5,088 Closed
Wolverine Trading
442
Wolverine Trading
Illinois
– -$204K -5,083 Closed
SACTSONJ
443
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– -$201K -5,000 Closed
AIG
444
American International Group
New York
– -$195K -4,847 Closed
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
– -$138K -3,448 Closed
MMG
446
Monetary Management Group
Missouri
– -$60.2K -1,500 Closed
CYG
447
Clean Yield Group
Vermont
– -$34.5K -859 Closed
SWS
448
SYSTM Wealth Solutions
Illinois
– -$27.7K -689 Closed
First Manhattan
449
First Manhattan
New York
– -$25.7K -640 Closed
WR
450
WD Rutherford
Oregon
– -$18.7K -465 Closed
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