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742 hedge funds and large institutions have $22.1B invested in Fortive in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 266 increasing their positions, 271 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 271

3% less capital invested

Capital invested by funds: $22.8B → $22.1B (-$673M)

1.29% less ownership

Funds ownership: 124.45%123.16% (-1.3%)

3% less funds holding

Funds holding: 768742 (-26)

22% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 82

75% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $185M

Holders
742
Holders Change
-26
Holders Change %
-3.39%
% of All Funds
13.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
64
Increased
266
Reduced
271
Closed
82
Calls
$46.7M
Puts
$185M
Net Calls
-$138M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
601
BDO Wealth Advisors
Florida
$92K
AFS
602
Annapolis Financial Services
Maryland
$88K
BWM
603
BerganKDV Wealth Management
Minnesota
$87K
BC
604
Bartlett & Co
Ohio
$86K -$13.8K -266 -14%
BCWM
605
Bartlett & Co Wealth Management
Ohio
$85.6K -$13.8K -266 -14%
OIA
606
Optimum Investment Advisors
Illinois
$85K
PFPT
607
Pinnacle Financial Partners (Tennessee)
Tennessee
$85K
FCB
608
First Command Bank
Texas
$85K +$54.9K +1,061 +200%
FCFS
609
First Command Financial Services
Texas
$85K +$54.9K +1,061 +200%
HIA
610
Harbor Investment Advisory
Maryland
$84K
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$80K +$4.81K +93 +7%
CFA
612
Carroll Financial Associates
North Carolina
$78K +$36.3K +702 +92%
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$77K -$89.9K -1,738 -80%
FF
614
FourThought Financial
Florida
$77K
WPA
615
West Paces Advisors
Georgia
$76.4K
ST
616
Smithfield Trust
Pennsylvania
$73K
SWM
617
Spire Wealth Management
Virginia
$72K +$70.1K +1,355 New
MRCM
618
M&R Capital Management
New Jersey
$70K -$17.2K -332 -20%
MCM
619
Manchester Capital Management
Vermont
$68K
ETC
620
Exchange Traded Concepts
Oklahoma
$68K +$41.8K +809 +176%
PSB
621
Piscataqua Savings Bank
New Hampshire
$67K +$64.6K +1,249 New
FPS
622
Fieldpoint Private Securities
Connecticut
$66K -$110K -2,117 -63%
TSW
623
Thompson Siegel & Walmsley
Virginia
$64K -$6.72K -130 -10%
MHR
624
Matthew Hamilton Rosenberg
$64K
M
625
MOTCO
Texas
$60K