We are live on ! Find out more

736 hedge funds and large institutions have $22.9B invested in Fortive in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 271 increasing their positions, 242 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 242

5.58% more ownership

Funds ownership: 123.16%128.74% (+5.6%)

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

3% more capital invested

Capital invested by funds: $22.1B → $22.9B (+$741M)

0% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $33.6M

1% less funds holding

Funds holding: 742736 (-6)

Holders
736
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
70
Increased
271
Reduced
242
Closed
67
Calls
$33.5M
Puts
$33.6M
Net Calls
-$39K
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
526
Segall Bryant & Hamill
Illinois
$259K -$1.99K -37 -0.7%
FDCDDQ
527
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K
CIC
528
Cornercap Investment Counsel
Georgia
$257K -$2.27M -42,164 -90%
BHWM
529
Bar Harbor Wealth Management
New Hampshire
$256K
EP
530
EPIQ Partners
Minnesota
$255K +$50.1K +929 +24%
HKAM
531
Horizon Kinetics Asset Management
New York
$253K -$11.4K -211 -4%
B
532
Bailard
California
$253K
RIG
533
Roosevelt Investment Group
New York
$252K
SIM
534
Sentry Investment Management
Wisconsin
$251K +$48.9K +908 +24%
Cetera Investment Advisers
535
Cetera Investment Advisers
Illinois
$248K +$254K +4,715 New
RIM
536
Regent Investment Management
Kentucky
$246K
PA
537
Parallel Advisors
California
$246K +$17.6K +327 +8%
CH
538
Canton Hathaway
Rhode Island
$244K
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$238K
PWA
540
Phoenix Wealth Advisors
North Carolina
$237K +$22K +409 +10%
BJL
541
Brighton Jones LLC
Washington
$235K +$16.1K +298 +7%
VVP
542
Venture Visionary Partners
Ohio
$232K
WIC
543
Woodmont Investment Counsel
Tennessee
$229K -$10.7K -199 -4%
AIIMS
544
Analyst IMS Investment Management Services
Israel
$227K
EFS
545
Essex Financial Services
Connecticut
$223K
MYLI
546
Meiji Yasuda Life Insurance
Japan
$223K +$229K +4,246 New
TCOO
547
Trust Company of Oklahoma
Oklahoma
$221K -$11.6K -216 -5%
CG
548
Colony Group
Massachusetts
$220K -$13.7K -254 -6%
ANTB
549
AMG National Trust Bank
Colorado
$220K -$13.4K -248 -6%
ABP
550
Arthur B. Page
$220K -$10.7K -199 -5%