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719 hedge funds and large institutions have $15.6B invested in Fortive in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 307 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $26.5M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.89% more ownership

Funds ownership: 131.97%132.87% (+0.89%)

13% less funds holding

Funds holding: 827719 (-108)

21% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 307

27% less capital invested

Capital invested by funds: $21.3B → $15.6B (-$5.79B)

69% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 140

Holders
719
Holders Change
-108
Holders Change %
-13.06%
% of All Funds
15.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
44
Increased
241
Reduced
307
Closed
140
Calls
$36.6M
Puts
$26.5M
Net Calls
+$10.1M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
601
Pathstone Family Office
New Jersey
$39K +$8.39K +192 +21%
WWM
602
Willingdon Wealth Management
North Carolina
$34K -$97K -2,220 -69%
DWA
603
Dougherty Wealth Advisers
Minnesota
$34K
PCTC
604
Perkins Coie Trust Company
Washington
$33K
FMTCOCP
605
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K
MSFP
606
Mark Sheptoff Financial Planning
Connecticut
$30K
CFA
607
Carroll Financial Associates
North Carolina
$30K +$5.68K +130 +18%
SWM
608
Sugarloaf Wealth Management
Georgia
$29K
RWA
609
Ropes Wealth Advisors
Massachusetts
$29K +$16K +367 +79%
CAL
610
Capital Analysts LLC
Pennsylvania
$28K
GC
611
Grace Capital
Massachusetts
$28K
KPCM
612
Kings Point Capital Management
New York
$28K
SAM
613
S.A. Mason
Michigan
$28K
IFAM
614
Institutional & Family Asset Management
Colorado
$27K
GWM
615
Geneos Wealth Management
Colorado
$27K +$11.9K +273 +44%
TL
616
TrueWealth LLC
Georgia
$26K -$6.95K -159 -17%
ASN
617
Advisory Services Network
Georgia
$25K +$14.7K +336 +87%
CWP
618
CFM Wealth Partners
Texas
$23K
PCMK
619
Paragon Capital Management (Kansas)
Kansas
$23K +$28.4K +649 New
ADL
620
Asset Dedication LLC
California
$22K
BCM
621
Blume Capital Management
California
$22K
FCB
622
First Command Bank
Texas
$22K
FCFS
623
First Command Financial Services
Texas
$22K
PB
624
Pinnacle Bancorp
Nebraska
$22K
FCA
625
FinTrust Capital Advisors
South Carolina
$21K

FTV Hedge Fund Activity: Q1 2020 in Review

719 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q1 2020, worth a combined $15.6B — down 27% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of FTV and 44 opened new positions — a net loss of 96 holders — while 307 trimmed existing stakes and 241 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $248M sold.

  • 719 institutional investors held Fortive (FTV) as of Q1 2020, down from 827 in Q4 2019.
  • Funds reported $15.6B of Fortive stock for Q1 2020, down 27% quarter-over-quarter.
  • 44 funds opened new Fortive positions in Q1 2020 and 140 closed out, a net change of -96 holders.
  • The largest Fortive buyer in Q1 2020 was T. Rowe Price Associates, an estimated $301M added.
  • The largest Fortive seller in Q1 2020 was Winslow Capital Management, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2020.