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773 hedge funds and large institutions have $21.4B invested in Fortive in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 232 increasing their positions, 282 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $27M | Put options by funds: $5.6M

151% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 45

8% more capital invested

Capital invested by funds: $19.8B → $21.4B (+$1.6B)

7% more funds holding

Funds holding: 721773 (+52)

1.08% less ownership

Funds ownership: 126.81%125.73% (-1.1%)

18% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 282

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
773
Holders Change
+52
Holders Change %
+7.21%
% of All Funds
12.43%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
113
Increased
232
Reduced
282
Closed
45
Calls
$27M
Puts
$5.6M
Net Calls
+$21.4M
Net Calls Change
+$9.68M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$301K -$48.1K -994 -14%
BFG
502
Bleakley Financial Group
New Jersey
$301K +$301K +6,214 New
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$299K +$20.1K +416 +7%
PIM
504
Penobscot Investment Management
Massachusetts
$299K
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$296K +$36.6K +755 +14%
SP
506
Symmetry Partners
Connecticut
$295K
SC
507
SouthState Corp
Florida
$294K +$245K +5,050 +491%
PTC
508
Petrus Trust Company
Texas
$293K +$293K +6,048 New
STA
509
Summit Trail Advisors
New York
$292K -$13.2K -273 -4%
WI
510
Wahed Invest
New York
$291K +$25.8K +532 +10%
CSC
511
Caldwell Sutter Capital
California
$288K +$288K +5,950 New
AOWM
512
Alpha Omega Wealth Management
Virginia
$288K -$1.94K -40 -0.7%
AIP
513
Ameritas Investment Partners
Nebraska
$286K -$19.5K -402 -7%
CI
514
Cigna Investments
Connecticut
$281K
AOI
515
Auto-Owners Insurance
Michigan
$279K +$280K +5,772 New
AWS
516
Atria Wealth Solutions
New York
$274K -$3.05K -63 -1%
KA
517
Kintegral Advisory
New York
$270K -$276K -5,698 -51%
MCM
518
McRae Capital Management
New Jersey
$270K
MCCA
519
Mill Creek Capital Advisors
Pennsylvania
$269K +$269K +5,563 New
DWT
520
Dorsey & Whitney Trust
South Dakota
$264K -$3.15K -65 -1%
BRWA
521
B. Riley Wealth Advisors
Florida
$262K +$263K +5,421 New
SA
522
Scarborough Advisors
Maryland
$261K
Pacer Advisors
523
Pacer Advisors
Pennsylvania
$261K +$214K +4,419 +459%
MC
524
Machina Capital
France
$259K +$259K +5,349 New
VFA
525
Valeo Financial Advisors
Indiana
$259K +$259K +5,344 New