We are live on ! Find out more

736 hedge funds and large institutions have $22.9B invested in Fortive in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 271 increasing their positions, 242 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 242

5.58% more ownership

Funds ownership: 123.16%128.74% (+5.6%)

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

3% more capital invested

Capital invested by funds: $22.1B → $22.9B (+$741M)

0% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $33.6M

1% less funds holding

Funds holding: 742736 (-6)

Holders
736
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
70
Increased
271
Reduced
242
Closed
67
Calls
$33.5M
Puts
$33.6M
Net Calls
-$39K
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
426
First Pacific Financial
Washington
$557K +$72.8K +1,350 +15%
IC
427
IEQ Capital
California
$557K +$277K +5,138 +94%
ATC
428
Argent Trust Co
Tennessee
$556K +$17.2K +319 +3%
BCM
429
Boltwood Capital Management
California
$546K
SEC
430
Seven Eight Capital
New York
$545K +$559K +10,367 New
EWM
431
Evercore Wealth Management
New York
$542K -$323 -6 -0.1%
WAM
432
World Asset Management
Michigan
$540K -$6.25K -116 -1%
PTC
433
Private Trust Company
Ohio
$531K -$76.5K -1,420 -12%
Rafferty Asset Management
434
Rafferty Asset Management
New York
$523K +$118K +2,196 +28%
BOC
435
Barbara Oil Co
Illinois
$520K
BFM
436
Boston Financial Management
Massachusetts
$519K -$30.4K -564 -5%
LNWWM
437
Laird Norton Wetherby Wealth Management
California
$507K -$13.8K -256 -3%
VPIM
438
Vanguard Personalized Indexing Management
California
$506K +$251K +4,651 +93%
TRCT
439
Tower Research Capital (TRC)
New York
$501K -$2.21M -41,007 -81%
B
440
BP
United Kingdom
$500K -$237K -4,400 -32%
CAN
441
Cetera Advisor Networks
California
$498K +$133K +2,470 +35%
SW
442
SVB Wealth
Massachusetts
$492K +$5.66K +105 +1%
MC
443
Machina Capital
France
$488K +$501K +9,289 New
V
444
VeraBank
Texas
$472K -$26.5K -491 -5%
NB
445
NBT Bank
New York
$469K
RA
446
RFG Advisory
Alabama
$467K -$11.8K -219 -2%
Nomura Holdings
447
Nomura Holdings
Japan
$466K +$477K +8,854 New
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$465K +$62.4K +1,158 +15%
CIBC World Market
449
CIBC World Market
Ontario, Canada
$462K +$473K +8,785 New
JIC
450
Johnson Investment Counsel
Ohio
$460K -$59.8K -1,110 -11%