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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
SG Americas Securities
551
SG Americas Securities
New York
$242K -$1.06M -21,139 -82%
MWM
552
Merriman Wealth Management
Washington
$242K +$26.7K +530 +13%
PWA
553
Phoenix Wealth Advisors
North Carolina
$239K
MGIA
554
Moneta Group Investment Advisors
Missouri
$236K +$20.1K +400 +10%
FFM
555
Forum Financial Management
Illinois
$235K +$230K +4,581 New
AF
556
Alerus Financial
North Dakota
$230K -$2.21K -44 -1%
HWM
557
HB Wealth Management
Georgia
$228K +$223K +4,441 New
TWA
558
TCI Wealth Advisors
Arizona
$227K
BB
559
Busey Bank
Illinois
$227K -$14.3K -285 -6%
Lido Advisors
560
Lido Advisors
California
$227K +$222K +4,411 New
SWP
561
Stratos Wealth Partners
Ohio
$227K +$201 +4 +0.1%
WIC
562
Woodmont Investment Counsel
Tennessee
$224K
SAM
563
Sompo Asset Management
Japan
$222K +$218K +4,326 New
GCP
564
GSA Capital Partners
United Kingdom
$216K -$13.8K -274 -6%
VA
565
Valmark Advisers
Ohio
$216K +$211K +4,200 New
FI
566
Fractal Investments
Connecticut
$214K
BC
567
Bridgefront Capital
Texas
$214K +$201 +4 +0.1%
EIA
568
Edgemoor Investment Advisors
Maryland
$211K +$207K +4,112 New
PAG
569
Private Advisor Group
New Jersey
$208K +$203K +4,043 New
RI
570
Redwood Investments
Massachusetts
$206K -$12.2K -243 -6%
APG
571
Abacus Planning Group
South Carolina
$204K +$200K +3,980 New
AWM
572
AE Wealth Management
Kansas
$201K +$197K +3,919 New
BJL
573
Brighton Jones LLC
Washington
$201K +$197K +3,915 New
STCOSD
574
Sageworth Trust Company of South Dakota
South Dakota
$195K
CA
575
Clearstead Advisors
Ohio
$177K +$51.9K +1,031 +43%