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Fortrea Holdings
FTRE

Overview Fund Activity

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.

Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
6.21%
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

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$62.1M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$39.3M
3
ITP
3
Iron Triangle Partners
Connecticut
$31.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$38.1M
5
SSA
5
Schonfeld Strategic Advisors
New York
$17.4M

Top Sellers

1
SV
1
Starboard Value
New York
$213M
2
Morgan Stanley
2
Morgan Stanley
New York
$61M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10.3M
4
SHCM
4
Sachem Head Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$58.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
476
Princeton Global Asset Management
New Jersey
– – -68 Closed
MFA
477
McClarren Financial Advisors
Pennsylvania
– – -53 Closed
SC
478
Sawyer & Company
Massachusetts
– – -50 Closed
RFG
479
REAP Financial Group
Texas
– – -42 Closed
SIS
480
Sound Income Strategies
Florida
– – -40 Closed
TVAMP
481
Tennessee Valley Asset Management Partners
Tennessee
– – -30 Closed
W
482
WealthCollab
Washington
– – -22 Closed
AP
483
Arlington Partners
Alabama
– – -20 Closed
RFG
484
RFP Financial Group
Georgia
– – -19 Closed
GI
485
Gradient Investments
Minnesota
– – -17 Closed
NFA
486
Northwest Financial Advisors
Virginia
– – -15 Closed
ODG
487
O'Dell Group
Ohio
– – -10 Closed
TAM
488
Tucker Asset Management
Colorado
– – -8 Closed
MSWM
489
McGlone Suttner Wealth Management
Wisconsin
– – -1 Closed
WAM
490
Wolverine Asset Management
Illinois
– – – –
HFS
491
Hantz Financial Services
Michigan
$0 8 – –
Simplex Trading
492
Simplex Trading
Illinois
– – – –
WCM
493
Westend Capital Management
California
– – – –
EAM
494
Erste Asset Management
Austria
– – – –
Macquarie Group
495
Macquarie Group
Australia
– – – –
GS
496
GTS Securities
New York
– – – –
PCM
497
Penserra Capital Management
California
$0 6 – –
16 17 18 19
20