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769 hedge funds and large institutions have $19.2B invested in Fortive in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 259 increasing their positions, 308 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $23.5M

0.8% less ownership

Funds ownership: 133.36%132.56% (-0.8%)

4% less funds holding

Funds holding: 804769 (-35)

16% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 308

16% less capital invested

Capital invested by funds: $23B → $19.2B (-$3.74B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

34% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 89

Holders
769
Holders Change
-35
Holders Change %
-4.35%
% of All Funds
16.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
259
Reduced
308
Closed
89
Calls
$32.5M
Puts
$23.5M
Net Calls
+$8.98M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$137M -$17.4M -376,952 -11%
Baillie Gifford & Co
27
Baillie Gifford & Co
United Kingdom
$129M +$325K +7,060 +0.2%
Goldman Sachs
28
Goldman Sachs
New York
$127M -$7.27M -157,802 -5%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$113M -$208K -4,514 -0.2%
William Blair & Company
30
William Blair & Company
Illinois
$93M -$241K -5,232 -0.2%
Parnassus Investments
31
Parnassus Investments
California
$89.3M +$24M +521,030 +34%
SEI Investments
32
SEI Investments
Pennsylvania
$88.6M +$17.3M +376,274 +22%
Charles Schwab
33
Charles Schwab
California
$88.6M +$3.39M +73,522 +4%
GCM
34
Gates Capital Management
New York
$86.4M +$31.2M +676,145 +51%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$84.3M -$85.6K -1,858 -0.1%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$83.8M -$454K -9,845 -0.5%
UBS AM
37
UBS AM
Illinois
$83.7M +$8.26M +179,290 +10%
Morgan Stanley
38
Morgan Stanley
New York
$77.2M -$190M -4,118,566 -70%
CS
39
Credit Suisse
Switzerland
$74.3M +$32.4M +702,348 +69%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$74.1M +$1.23M +26,621 +2%
LWCFA
41
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.3M -$6.53M -141,737 -8%
PPA
42
Parametric Portfolio Associates
Washington
$68.3M +$2.38M +51,717 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$68.3M +$1.02M +22,085 +1%
MWNA
44
Marshall Wace North America
New York
$67.5M +$71.9M +1,560,374 New
WJWM
45
Williams Jones Wealth Management
New York
$66.8M +$71.3M +1,545,950 New
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$66M +$43.7M +947,736 +163%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$65.6M +$2.13M +46,262 +3%
MVIP
48
Mar Vista Investment Partners
California
$64.4M +$2.65M +57,531 +4%
Invesco
49
Invesco
Georgia
$64.4M -$19.4M -421,328 -22%
First Manhattan
50
First Manhattan
New York
$59M -$1.69M -36,724 -3%

FTV Hedge Fund Activity: Q3 2019 in Review

769 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q3 2019, worth a combined $19.2B — down 16% from $23B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of FTV and 59 opened new positions — a net loss of 30 holders — while 308 trimmed existing stakes and 259 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $636M.

  • 769 institutional investors held Fortive (FTV) as of Q3 2019, down from 804 in Q2 2019.
  • Funds reported $19.2B of Fortive stock for Q3 2019, down 16% quarter-over-quarter.
  • 59 funds opened new Fortive positions in Q3 2019 and 89 closed out, a net change of -30 holders.
  • The largest Fortive buyer in Q3 2019 was Viking Global Investors, an estimated $354M added.
  • The largest Fortive seller in Q3 2019 was Fidelity Investments, an estimated $636M sold.

Based on aggregated 13F filings for Q3 2019.