We are live on ! Find out more
FTRE icon

Fortrea Holdings

349 hedge funds and large institutions have $1.78B invested in Fortrea Holdings in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 82 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.8M

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 352349 (-3)

3.23% less ownership

Funds ownership: 109.58%106.35% (-3.2%)

9% less capital invested

Capital invested by funds: $1.96B → $1.78B (-$184M)

37% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 130

Holders
349
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
82
Reduced
130
Closed
65
Calls
$29.1M
Puts
$20.8M
Net Calls
+$8.31M
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
TH
201
TCTC Holdings
Texas
$46.6K
SSB
202
Sandy Spring Bank
Maryland
$45.9K -$18.5K -950 -28%
TCOV
203
Trust Company of Vermont
Vermont
$38.9K -$4.48K -230 -10%
MIM
204
MetLife Investment Management
New Jersey
$36.7K -$175 -9 -0.5%
GFM
205
GF Fund Management
China
$35.1K +$36.7K +1,883 New
PAS
206
Point72 Asia (Singapore)
Singapore
$30K +$31.4K +1,609 New
AIM
207
Anchor Investment Management
South Carolina
$29K -$6.72K -345 -18%
BTI
208
Blue Trust Inc
Georgia
$28K -$1.31K -67 -4%
MCM
209
MAI Capital Management
Ohio
$26.2K +$27.3K +1,403 New
BCWM
210
Bartlett & Co Wealth Management
Ohio
$24.6K -$14.4K -739 -36%
HBW
211
Hazlett, Burt & Watson
West Virginia
$23K -$24.9K -1,277 -52%
EWA
212
EverSource Wealth Advisors
Alabama
$22.5K -$3.29K -169 -12%
KFI
213
Key Financial Inc
Pennsylvania
$21.9K -$7.95K -408 -26%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$21.9K +$9.9K +508 +76%
OIA
215
Optimum Investment Advisors
Illinois
$18.6K -$2.92K -150 -13%
AP
216
Atwood & Palmer
Missouri
$18.6K
TF
217
Tompkins Financial
New York
$18.6K
GI
218
GAMMA Investing
California
$17.5K -$4K -205 -18%
CTC
219
Central Trust Company
Missouri
$17.2K +$1.31K +67 +8%
DSC
220
Duncker Streett & Co
Missouri
$16.8K
WB
221
Webster Bank
Connecticut
$16.3K
SAM
222
Smartleaf Asset Management
Massachusetts
$15.7K +$14K +716 +519%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$13.5K +$682 +35 +5%
AAP
224
Arax Advisory Partners
Colorado
$13.4K +$6.53K +335 +88%
AWM
225
Avior Wealth Management
Nebraska
$13.2K +$1.64K +84 +13%

FTRE Hedge Fund Activity: Q4 2024 in Review

349 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fortrea Holdings (FTRE) for Q4 2024, worth a combined $1.78B — down 9.4% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FTRE positions and 65 closed out — a net gain of 3 holders — while 82 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $63.6M. The largest seller was Baupost Group, exiting entirely with an estimated $45.9M sold.

  • 349 institutional investors held Fortrea Holdings (FTRE) as of Q4 2024, down from 352 in Q3 2024.
  • Funds reported $1.78B of Fortrea Holdings stock for Q4 2024, down 9.4% quarter-over-quarter.
  • 68 funds opened new Fortrea Holdings positions in Q4 2024 and 65 closed out, a net change of +3 holders.
  • The largest Fortrea Holdings buyer in Q4 2024 was Fidelity Investments, an estimated $63.6M added.
  • The largest Fortrea Holdings seller in Q4 2024 was Baupost Group, an estimated $45.9M sold.

Based on aggregated 13F filings for Q4 2024.