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Fortrea Holdings
FTRE

Overview Fund Activity

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.

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

Top Buyers

1
SV
1
Starboard Value
New York
$265M
2
Morgan Stanley
2
Morgan Stanley
New York
$131M
3
SC
3
Sessa Capital
New York
$222M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$21.7M
5
CCM
5
Coliseum Capital Management
Connecticut
$51.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.87M
2
GCM
2
Gates Capital Management
New York
$67.9M
3
SHCM
3
Sachem Head Capital Management
New York
$31.9M
4
Citigroup
4
Citigroup
New York
$4.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.59M
Name Market Value Shares Shares
Change 		Shares
Change %
WWP
476
WR Wealth Planners
Missouri
– – -107 Closed
WPA
477
West Paces Advisors
Georgia
– – -105 Closed
TWC
478
TD Waterhouse Canada
Ontario, Canada
– – -100 Closed
RTC
479
Riverview Trust Company
Washington
– – -62 Closed
HI
480
Horizon Investments
North Carolina
– – -61 Closed
BCV
481
Banque Cantonale Vaudoise
Switzerland
– – -57 Closed
HL
482
HeadInvest LLC
Maine
– – -50 Closed
LAS
483
LWM Advisory Services
Florida
– – -45 Closed
IAS
484
IMA Advisory Services
Colorado
– – -43 Closed
WT
485
Washington Trust
Rhode Island
– – -41 Closed
CCP
486
Carmel Capital Partners
California
– – -33 Closed
TFA
487
Toth Financial Advisory
Virginia
– – -25 Closed
LF
488
Lee Financial
Texas
– – -17 Closed
LCM
489
Logan Capital Management
Pennsylvania
– – -14 Closed
AWA
490
Authentikos Wealth Advisory
California
– – -13 Closed
PPWM
491
PFG Private Wealth Management
Florida
– – -6 Closed
LFA
492
LGT Financial Advisors
Texas
– – -2 Closed
WAM
493
Wolverine Asset Management
Illinois
– – – –
HFS
494
Hantz Financial Services
Michigan
$0 8 – –
GS
495
GTS Securities
New York
– – – –
EAM
496
Erste Asset Management
Austria
– – – –
PCM
497
Penserra Capital Management
California
$0 6 – –
CMP
498
Coston McIsaac & Partners
Maine
$0 28 – –
16 17 18 19
20