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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
KPWS
501
Kestra Private Wealth Services
Texas
$317K +$310K +6,168 New
WI
502
Wahed Invest
New York
$317K +$7.39K +147 +2%
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$316K -$1.11K -22 -0.4%
VFA
504
Valeo Financial Advisors
Indiana
$316K +$40.4K +803 +15%
SP
505
Symmetry Partners
Connecticut
$313K
AssetMark Inc
506
AssetMark Inc
California
$310K +$117K +2,319 +63%
CSC
507
Caldwell Sutter Capital
California
$306K
CANY
508
Caxton Associates (New York)
New York
$305K +$299K +5,937 New
FHB
509
First Hawaiian Bank
Hawaii
$300K +$75.7K +1,504 +35%
AOI
510
Auto-Owners Insurance
Michigan
$297K
SWS
511
SYSTM Wealth Solutions
Illinois
$295K +$288K +5,734 New
FMAEN1
512
Fund Management at Engine No 1
California
$292K +$25.6K +509 +10%
AIP
513
Ameritas Investment Partners
Nebraska
$291K
CAG
514
Csenge Advisory Group
Florida
$288K +$282K +5,609 New
CI
515
Cigna Investments
Connecticut
$288K -$10.1K -201 -3%
MCM
516
McRae Capital Management
New Jersey
$286K
AOWM
517
Alpha Omega Wealth Management
Virginia
$286K -$18.7K -371 -6%
Renaissance Technologies
518
Renaissance Technologies
New York
$286K -$8.77M -174,368 -97%
MCCA
519
Mill Creek Capital Advisors
Pennsylvania
$285K -$553 -11 -0.2%
DWT
520
Dorsey & Whitney Trust
South Dakota
$279K -$906 -18 -0.3%
SA
521
Scarborough Advisors
Maryland
$277K
WEG
522
World Equity Group
Illinois
$277K +$508K +10,091 New
KA
523
Kintegral Advisory
New York
$272K -$14.3K -285 -5%
SFA
524
Sequoia Financial Advisors
Ohio
$270K +$2.67K +53 +1%
CG
525
Colony Group
Massachusetts
$269K -$523K -10,399 -66%