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Fortrea Holdings

328 hedge funds and large institutions have $942M invested in Fortrea Holdings in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,229% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $129K

49% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 78

3.77% more ownership

Funds ownership: 103.16%106.93% (+3.8%)

6% less funds holding

Funds holding: 348328 (-20)

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60

43% less capital invested

Capital invested by funds: $1.64B → $942M (-$702M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
328
Holders Change
-20
Holders Change %
-5.75%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
116
Reduced
78
Closed
60
Calls
$9.46M
Puts
$129K
Net Calls
+$9.33M
Net Calls Change
+$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$2.78M -$5.85M -455,268 -61%
Marshall Wace
52
Marshall Wace
United Kingdom
$2.78M +$3.48M +271,047 +1,141%
Millennium Management
53
Millennium Management
New York
$2.38M -$22.5M -1,751,961 -87%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$2.24M +$62.7K +4,877 +2%
Raymond James Financial
55
Raymond James Financial
Florida
$2.2M +$2.84M +220,753 +1,778%
EGM
56
Engineers Gate Manager
New York
$2.19M +$2.51M +195,214 +523%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$2.14M -$534K -41,542 -15%
Victory Capital Management
58
Victory Capital Management
Texas
$2.08M +$2.66M +207,058 +1,499%
SG Americas Securities
59
SG Americas Securities
New York
$2.05M +$827K +64,364 +42%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$2.05M +$895K +69,652 +47%
Legal & General Group
61
Legal & General Group
United Kingdom
$1.99M -$145K -11,257 -5%
Barclays
62
Barclays
United Kingdom
$1.83M -$1.95M -151,718 -44%
CCM
63
Cinctive Capital Management
New York
$1.76M +$2.4M +186,886 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.72M +$47.6K +3,700 +2%
SFA
65
Sequoia Financial Advisors
Ohio
$1.66M +$733 +57 +0%
TI
66
Tidal Investments
Wisconsin
$1.5M +$2.17M +168,849 New
QCM
67
Quantinno Capital Management
New York
$1.48M +$202K +15,727 +11%
Federated Hermes
68
Federated Hermes
Pennsylvania
$1.48M +$426K +33,133 +27%
UBS AM
69
UBS AM
Illinois
$1.43M +$542K +42,190 +39%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.39M +$502K +39,024 +36%
MSE
71
MUFG Securities EMEA
United Kingdom
$1.37M
VGA
72
Vanguard Global Advisers
Pennsylvania
$1.28M +$1.75M +136,240 New
Mariner
73
Mariner
Kansas
$1.26M +$132K +10,256 +8%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.25M +$419K +32,619 +33%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.25M +$577K +44,882 +51%