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748 hedge funds and large institutions have $21.9B invested in Fortive in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 268 increasing their positions, 240 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $187M | Put options by funds: $116M

49% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 61

12% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 240

10% more capital invested

Capital invested by funds: $20B → $21.9B (+$1.97B)

4% more funds holding

Funds holding: 722748 (+26)

3.11% less ownership

Funds ownership: 138.96%135.85% (-3.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
91
Increased
268
Reduced
240
Closed
61
Calls
$187M
Puts
$116M
Net Calls
+$71.2M
Net Calls Change
+$67.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$167M +$16.5M +360,755 +12%
DZ Bank
27
DZ Bank
Germany
$150M +$141M +3,088,006 +13,430%
Legal & General Group
28
Legal & General Group
United Kingdom
$139M -$3.39M -74,423 -3%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$124M -$18.4M -404,288 -14%
William Blair & Company
30
William Blair & Company
Illinois
$123M +$24M +525,910 +26%
Morgan Stanley
31
Morgan Stanley
New York
$118M +$71.8M +1,575,506 +180%
Goldman Sachs
32
Goldman Sachs
New York
$117M +$16.1M +352,607 +17%
SEI Investments
33
SEI Investments
Pennsylvania
$116M +$17.7M +387,372 +19%
Holocene Advisors
34
Holocene Advisors
New York
$112M +$106M +2,326,424 New
Charles Schwab
35
Charles Schwab
California
$108M +$4.42M +96,927 +5%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$108M +$2.38M +52,293 +2%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$105M +$45.9M +1,006,779 +86%
PPA
38
Parametric Portfolio Associates
Washington
$90.4M +$6.09M +133,534 +8%
Swiss National Bank
39
Swiss National Bank
Switzerland
$89.9M -$1.14M -24,896 -1%
UBS AM
40
UBS AM
Illinois
$88.3M +$12M +264,077 +17%
MVIP
41
Mar Vista Investment Partners
California
$84.7M -$4.41M -96,605 -5%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$80.7M -$4.56M -100,008 -5%
CS
43
Credit Suisse
Switzerland
$79M +$14.4M +314,743 +24%
William Blair Investment Management
44
William Blair Investment Management
Illinois
$71M -$1.52M -33,365 -2%
First Manhattan
45
First Manhattan
New York
$67.1M +$863K +18,920 +1%
UBS Group
46
UBS Group
Switzerland
$66.1M +$11.4M +250,771 +22%
NC
47
Nicholas Company
Wisconsin
$65.9M -$21.3K -468 -0%
Wells Fargo
48
Wells Fargo
California
$65.7M -$29.1M -637,127 -32%
WHG
49
Westwood Holdings Group
Texas
$64.7M +$6.49M +142,364 +12%
Invesco
50
Invesco
Georgia
$61.5M -$9.4M -206,076 -14%

FTV Hedge Fund Activity: Q3 2020 in Review

748 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q3 2020, worth a combined $21.9B — up 9.9% from $20B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new FTV positions and 61 closed out — a net gain of 30 holders — while 268 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, adding an estimated $450M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.54B.

  • 748 institutional investors held Fortive (FTV) as of Q3 2020, up from 722 in Q2 2020.
  • Funds reported $21.9B of Fortive stock for Q3 2020, up 9.9% quarter-over-quarter.
  • 91 funds opened new Fortive positions in Q3 2020 and 61 closed out, a net change of +30 holders.
  • The largest Fortive buyer in Q3 2020 was Vanguard Group, an estimated $450M added.
  • The largest Fortive seller in Q3 2020 was T. Rowe Price Associates, an estimated $2.54B sold.

Based on aggregated 13F filings for Q3 2020.