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Fortive
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Overview Fund Activity

768 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, 282 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
12.29%
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
282
Reduced
256
Closed
59
Calls
$50.5M
Puts
$34.4M
Net Calls
+$16M
Net Calls Change
-$5.36M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$215M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.1M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$58.8M
5
Ameriprise
Ameriprise
Minnesota
+$47.7M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$115M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$115M
3
WHG
Westwood Holdings Group
Texas
-$70.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$68.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
551
Phoenix Wealth Advisors
North Carolina
$239K – – –
MGIA
552
Moneta Group Investment Advisors
Missouri
$236K +$20.6K +302 +10%
FFM
553
Forum Financial Management
Illinois
$235K +$235K +3,452 New
AF
554
Alerus Financial
North Dakota
$230K -$2.25K -33 -1%
HWM
555
HB Wealth Management
Georgia
$228K +$228K +3,347 New
TWA
556
TCI Wealth Advisors
Arizona
$227K – – –
BB
557
Busey Bank
Illinois
$227K -$14.7K -215 -6%
Lido Advisors
558
Lido Advisors
California
$227K +$227K +3,324 New
SWP
559
Stratos Wealth Partners
Ohio
$227K +$205 +3 +0.1%
WIC
560
Woodmont Investment Counsel
Tennessee
$224K – – –
SAM
561
Sompo Asset Management
Japan
$222K +$222K +3,260 New
GCP
562
GSA Capital Partners
United Kingdom
$216K -$14K -206 -6%
VA
563
Valmark Advisers
Ohio
$216K +$216K +3,165 New
FI
564
Fractal Investments
Connecticut
$214K – – –
BC
565
Bridgefront Capital
Texas
$214K +$205 +3 +0.1%
EIA
566
Edgemoor Investment Advisors
Maryland
$211K +$211K +3,099 New
PAG
567
Private Advisor Group
New Jersey
$208K +$208K +3,047 New
RI
568
Redwood Investments
Massachusetts
$206K -$12.5K -183 -6%
APG
569
Abacus Planning Group
South Carolina
$204K +$204K +2,999 New
AWM
570
AE Wealth Management
Kansas
$201K +$201K +2,953 New
BJL
571
Brighton Jones LLC
Washington
$201K +$201K +2,950 New
STCOSD
572
Sageworth Trust Company of South Dakota
South Dakota
$195K – – –
CA
573
Clearstead Advisors
Ohio
$177K +$53K +777 +43%
QCG
574
Quadrant Capital Group
Ohio
$175K +$10.2K +149 +6%
BTI
575
Blue Trust Inc
Georgia
$173K -$7.88K -123 -4%
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