FTRE icon

Fortrea Holdings
FTRE

Overview Fund Activity

413 hedge funds and large institutions have $2.55B invested in Fortrea Holdings in 2023 Q3 according to their latest regulatory filings, with 390 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+380
Holders Change %
+1,151.52%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
390
Increased
15
Reduced
5
Closed
10
Calls
$5.88M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.47M

Top Buyers

1
BlackRock
1
BlackRock
New York
$484M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M
3
SC
3
Sessa Capital
New York
$151M
4
UBS Group
4
UBS Group
Switzerland
$107M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$91.9M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
JCP
2
Jennifer C. Price
$0
3
ZIM
3
Zacks Investment Management
Illinois
$0
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$0
5
Cerity Partners
5
Cerity Partners
New York
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
Stonebridge Capital Advisors
Minnesota
$277K +$277K +9,684 New
FC
202
Forte Capital
New York
$275K +$275K +9,611 New
RJT
203
Raymond James Trust
Florida
$274K +$274K +9,574 New
RBC
204
Romano Brothers & Co
Illinois
$272K +$272K +9,526 New
Allianz Asset Management
205
Allianz Asset Management
Germany
$271K +$271K +9,486 New
IPW
206
Inlet Private Wealth
Florida
$262K +$262K +9,170 New
MML Investors Services
207
MML Investors Services
Massachusetts
$259K +$259K +9,075 New
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$259K +$259K +9,058 New
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$258K +$258K +9,037 New
QP
210
Quilter Plc
United Kingdom
$257K +$257K +258 New
EHC
211
Everett Harris & Co
California
$249K +$249K +8,716 New
US Bancorp
212
US Bancorp
Minnesota
$249K +$249K +8,698 New
CAN
213
Cetera Advisor Networks
California
$245K +$245K +8,560 New
LAM
214
Lountzis Asset Management
Pennsylvania
$243K – – –
NIC
215
Northwest Investment Counselors
Oregon
$239K +$239K +8,372 New
GC
216
Guggenheim Capital
Illinois
$239K +$239K +8,353 New
PA
217
Paralel Advisors
Colorado
$239K +$239K +8,345 New
SJL
218
Shayne & Jacobs LLC
Tennessee
$238K +$238K +8,330 New
FMWA
219
Forvis Mazars Wealth Advisors
Missouri
$235K +$235K +8,228 New
APCM
220
Arbiter Partners Capital Management
New York
$232K +$232K +8,100 New
RCA
221
Riverview Capital Advisers
Massachusetts
$231K +$231K +8,084 New
Creative Planning
222
Creative Planning
Kansas
$229K +$229K +8,011 New
MGWM
223
Marks Group Wealth Management
Minnesota
$229K +$229K +8,000 New
ECM
224
ExodusPoint Capital Management
New York
$223K +$223K +7,795 New
AIM
225
Anchor Investment Management
South Carolina
$215K +$215K +7,514 New
7 8
9
10 11