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772 hedge funds and large institutions have $23.1B invested in Fortive in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 284 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $34.4M

19% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 59

11% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 257

8% more capital invested

Capital invested by funds: $21.4B → $23.1B (+$1.69B)

1.59% more ownership

Funds ownership: 125.73%127.32% (+1.6%)

0% less funds holding

Funds holding: 773772 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
772
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
12.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
70
Increased
284
Reduced
257
Closed
59
Calls
$50.5M
Puts
$34.4M
Net Calls
+$16M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
426
Empirical Asset Management
Massachusetts
$531K +$520K +10,333 New
SFI
427
Siemens Fonds Invest
Germany
$529K -$101K -2,016 -16%
LD
428
Lipe & Dalton
New York
$515K -$38.3K -762 -7%
DR
429
Davis Rea
Ontario, Canada
$513K -$236K -4,685 -32%
Cetera Investment Advisers
430
Cetera Investment Advisers
Illinois
$511K +$131K +2,611 +36%
HIG
431
Heritage Investment Group
Florida
$509K -$10K -199 -2%
SAM
432
Shell Asset Management
Netherlands
$498K
BG
433
Bahl & Gaynor
Ohio
$495K -$906 -18 -0.2%
Vontobel Holding
434
Vontobel Holding
Switzerland
$488K -$23.3K -463 -5%
QPBE
435
Quintet Private Bank (Europe)
Luxembourg
$485K +$475K +9,446 New
SRC
436
Stone Run Capital
New York
$485K
BF
437
BOK Financial
Oklahoma
$482K -$256K -5,087 -35%
SC
438
SouthState Corp
Florida
$481K +$165K +3,280 +54%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$479K +$13.1K +260 +3%
HCM
440
Howland Capital Management
Massachusetts
$477K
HNB
441
Huntington National Bank
Ohio
$459K -$36.5K -726 -8%
NSAM
442
North Star Asset Management
Wisconsin
$440K -$855 -17 -0.2%
MNBTD
443
Moody National Bank Trust Division
Texas
$438K
Baird Financial Group
444
Baird Financial Group
Wisconsin
$436K -$14.6K -290 -3%
FTDI
445
First Trust Direct Indexing
Massachusetts
$432K +$31K +616 +8%
SC
446
Savant Capital
Illinois
$421K +$412K +8,197 New
BP
447
Ballentine Partners
Massachusetts
$417K +$12.5K +249 +3%
CIM
448
Contravisory Investment Management
Massachusetts
$414K +$230K +4,564 +130%
SIA
449
Schechter Investment Advisors
Michigan
$410K +$84.6K +1,682 +27%
RA
450
RFG Advisory
Alabama
$409K +$4.18K +83 +1%