We are live on ! Find out more
FTV icon

Fortive

774 hedge funds and large institutions have $25.3B invested in Fortive in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 256 increasing their positions, 267 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $15.9M

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

2% more funds holding

Funds holding: 758774 (+16)

0.35% more ownership

Funds ownership: 128.26%128.61% (+0.35%)

1% less capital invested

Capital invested by funds: $25.5B → $25.3B (-$211M)

4% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 267

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
80
Increased
256
Reduced
267
Closed
52
Calls
$41.1M
Puts
$15.9M
Net Calls
+$25.2M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$1.73M -$5.75K -100 -0.3%
AWM
302
AE Wealth Management
Kansas
$1.73M +$1.56M +27,123 +723%
UIM
303
USS Investment Management
United Kingdom
$1.71M
TC
304
Telemus Capital
Michigan
$1.71M -$110K -1,906 -6%
Two Sigma Investments
305
Two Sigma Investments
New York
$1.71M
Pacer Advisors
306
Pacer Advisors
Pennsylvania
$1.7M +$39.2K +681 +2%
VPIM
307
Vanguard Personalized Indexing Management
California
$1.68M +$116K +2,025 +7%
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$1.66M +$1.71M +29,673 New
AL
309
Arnhold LLC
New York
$1.66M
GC
310
Guggenheim Capital
Illinois
$1.65M -$1.78M -30,990 -51%
Squarepoint
311
Squarepoint
New York
$1.64M +$655K +11,384 +63%
Jacobs Levy Equity Management
312
Jacobs Levy Equity Management
New Jersey
$1.64M -$22.4M -388,726 -93%
CAM
313
Cresset Asset Management
Illinois
$1.63M +$54.1K +940 +3%
PWM
314
Pinnacle Wealth Management
California
$1.63M +$1.68M +29,207 New
LFAS
315
Level Four Advisory Services
Texas
$1.63M +$1.67M +29,080 New
LSERS
316
Louisiana State Employees Retirement System
Louisiana
$1.62M -$7.59K -132 -0.5%
QCM
317
QRG Capital Management
Illinois
$1.53M +$1.58M +27,413 New
IMRF
318
Illinois Municipal Retirement Fund
Illinois
$1.51M
TFA
319
Teamwork Financial Advisors
Texas
$1.51M +$1.56M +27,063 New
LWMM
320
Legacy Wealth Management (Mississippi)
Mississippi
$1.5M
QCM
321
Quantinno Capital Management
New York
$1.49M +$462K +8,035 +43%
AE
322
AMH Equity
New York
$1.48M +$15.2K +265 New
PCP
323
Pacific Capital Partners
$1.48M +$1.53M +26,540 New
RSVP
324
Ramsay Stattman Vela & Price
Colorado
$1.45M -$38.2K -664 -2%
CIBC World Market
325
CIBC World Market
Ontario, Canada
$1.45M -$186K -3,242 -11%