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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
MYIA
476
Mount Yale Investment Advisors
Colorado
$356K +$94.7K +1,883 +37%
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
$352K -$1.66K -33 -0.5%
HI
478
Horizon Investments
North Carolina
$351K -$47.1K -936 -12%
AAIS
479
ABN AMRO Investment Solutions
$348K +$341K +6,772 New
HT
480
Heritage Trust
Oklahoma
$345K
UAML
481
US Asset Management LLC
Pennsylvania
$343K -$755 -15 -0.2%
AP
482
Appleton Partners
Massachusetts
$342K -$8.35K -166 -2%
HBT
483
Hills Bank & Trust
Iowa
$342K -$101 -2 -0%
SS
484
Simplicity Solutions
Minnesota
$340K +$333K +6,628 New
BFG
485
Bleakley Financial Group
New Jersey
$340K +$20.5K +408 +7%
AWS
486
Atria Wealth Solutions
New York
$339K +$47.9K +952 +17%
DSC
487
Duncker Streett & Co
Missouri
$339K -$6.69K -133 -2%
CA
488
Cetera Advisors
Colorado
$337K +$118K +2,342 +56%
AA
489
ALPS Advisors
Colorado
$333K +$326K +6,489 New
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$333K +$18.4K +365 +6%
LNC
491
Lincoln National Corp
Pennsylvania
$333K +$4.08K +81 +1%
WP
492
WMS Partners
Maryland
$332K +$1.36K +27 +0.4%
JIC
493
Johnson Investment Counsel
Ohio
$331K -$20K -398 -6%
BBHC
494
Brown Brothers Harriman & Co
New York
$327K -$3.02K -60 -0.9%
FCBT
495
First Citizens Bank & Trust
North Carolina
$327K -$201 -4 -0.1%
SPA
496
Sherbrooke Park Advisers
New York
$327K -$274K -5,440 -46%
CNBT
497
Canandaigua National Bank & Trust
New York
$327K +$320K +6,356 New
CSS
498
Cubist Systematic Strategies
Connecticut
$326K -$12.2M -241,774 -97%
BFM
499
Boston Financial Management
Massachusetts
$323K -$133K -2,649 -30%
PIM
500
Penobscot Investment Management
Massachusetts
$317K