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719 hedge funds and large institutions have $15.6B invested in Fortive in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 307 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $26.5M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.89% more ownership

Funds ownership: 131.97%132.87% (+0.89%)

13% less funds holding

Funds holding: 827719 (-108)

21% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 307

27% less capital invested

Capital invested by funds: $21.3B → $15.6B (-$5.79B)

69% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 140

Holders
719
Holders Change
-108
Holders Change %
-13.06%
% of All Funds
15.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
44
Increased
241
Reduced
307
Closed
140
Calls
$36.6M
Puts
$26.5M
Net Calls
+$10.1M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$97.5M +$91.2M +2,087,614 +292%
Wells Fargo
27
Wells Fargo
California
$94.1M -$19M -435,587 -14%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$75M +$14.9M +340,462 +19%
Charles Schwab
29
Charles Schwab
California
$73.8M +$1.44M +33,036 +2%
MVIP
30
Mar Vista Investment Partners
California
$73.4M -$3.65M -83,422 -4%
William Blair & Company
31
William Blair & Company
Illinois
$70.9M -$8.24M -188,532 -8%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$68M +$61.7M +1,412,669 +261%
SEI Investments
33
SEI Investments
Pennsylvania
$66.2M -$13.6M -311,192 -14%
PPA
34
Parametric Portfolio Associates
Washington
$66M +$9.5M +217,369 +13%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$65.6M +$5.74M +131,344 +7%
Swiss National Bank
36
Swiss National Bank
Switzerland
$64.7M +$15.3M +350,295 +23%
UBS AM
37
UBS AM
Illinois
$63.6M +$3.44M +78,700 +5%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$58.4M -$11.6M -264,636 -14%
Invesco
39
Invesco
Georgia
$57.7M +$2.37M +54,308 +3%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$57.1M -$4.15M -94,899 -5%
Select Equity Group
41
Select Equity Group
New York
$54.2M +$19.1M +437,968 +39%
William Blair Investment Management
42
William Blair Investment Management
Illinois
$52.4M +$4.22M +96,470 +7%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$50.2M -$1.35M -30,940 -2%
First Manhattan
44
First Manhattan
New York
$49.8M +$2.91M +66,594 +5%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$47.3M -$10.4M -237,289 -15%
NC
46
Nicholas Company
Wisconsin
$46.3M -$92.5K -2,117 -0.2%
CS
47
Credit Suisse
Switzerland
$46M +$6.42M +146,927 +12%
Morgan Stanley
48
Morgan Stanley
New York
$45.2M +$2.64M +60,328 +5%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$42.1M -$464K -10,624 -0.9%
AAM
50
Ardevora Asset Management
United Kingdom
$40M +$1.31M +30,060 +3%

FTV Hedge Fund Activity: Q1 2020 in Review

719 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q1 2020, worth a combined $15.6B — down 27% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of FTV and 44 opened new positions — a net loss of 96 holders — while 307 trimmed existing stakes and 241 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $248M sold.

  • 719 institutional investors held Fortive (FTV) as of Q1 2020, down from 827 in Q4 2019.
  • Funds reported $15.6B of Fortive stock for Q1 2020, down 27% quarter-over-quarter.
  • 44 funds opened new Fortive positions in Q1 2020 and 140 closed out, a net change of -96 holders.
  • The largest Fortive buyer in Q1 2020 was T. Rowe Price Associates, an estimated $301M added.
  • The largest Fortive seller in Q1 2020 was Winslow Capital Management, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2020.