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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
BlackRock
1
BlackRock
New York
$143M +$4.96M +386,117 +3%
Goldman Sachs
2
Goldman Sachs
New York
$76.3M -$2.24M -174,080 -2%
CM
3
Corvex Management
New York
$43.7M +$1.74M +135,662 +3%
SC
4
Sessa Capital
New York
$43.3M +$7.71M +600,000 +15%
State Street
5
State Street
Massachusetts
$38.7M -$19.3K -1,499 -0%
VCM
6
Vanguard Capital Management
Pennsylvania
$38M +$51.9M +4,038,562 New
VPM
7
Vanguard Portfolio Management
Pennsylvania
$34.8M +$47.5M +3,696,749 New
AQR Capital Management
8
AQR Capital Management
Connecticut
$30.5M +$3.99M +310,360 +10%
Charles Schwab
9
Charles Schwab
California
$30.2M -$146K -11,356 -0.4%
Deutsche Bank
10
Deutsche Bank
Germany
$24.2M +$168K +13,081 +0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.3M +$1.13M +87,543 +4%
Morgan Stanley
12
Morgan Stanley
New York
$21.6M -$2.19M -170,057 -7%
PWAM
13
Park West Asset Management
California
$21.3M +$2.82M +219,165 +11%
LP
14
Longaeva Partners
Illinois
$19.3M +$23.1M +1,794,653 +712%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$17.2M +$23.4M +1,822,769 New
MIM
16
MetLife Investment Management
New Jersey
$17M +$5.61M +436,528 +32%
Ameriprise
17
Ameriprise
Minnesota
$14.9M +$14.4M +1,116,618 +241%
Renaissance Technologies
18
Renaissance Technologies
New York
$13.5M +$8.27M +643,000 +81%
EHI
19
Eagle Health Investments
Connecticut
$12.3M +$1.14M +89,000 +7%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$12.2M +$10.4M +807,081 +164%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$11.7M -$17.9M -1,396,019 -53%
AG
22
Algert Global
California
$10.7M +$7.97M +620,167 +120%
N
23
Nuveen
North Carolina
$10.1M -$13.2M -1,030,572 -49%
Northern Trust
24
Northern Trust
Illinois
$9.42M +$472K +36,709 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.96M +$5.86M +455,795 +82%