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867 hedge funds and large institutions have $28.6B invested in Fortive in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 292 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.1M | Put options by funds: $13.6M

126% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 47

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.73B)

6% more funds holding

Funds holding: 816867 (+51)

2% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 298

1.78% less ownership

Funds ownership: 127.48%125.7% (-1.8%)

Holders
867
Holders Change
+51
Holders Change %
+6.25%
% of All Funds
12.49%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
106
Increased
292
Reduced
298
Closed
47
Calls
$66.1M
Puts
$13.6M
Net Calls
+$52.5M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
601
Members Trust
Florida
$282K +$668 +11 +0.3%
GM
602
GeoWealth Management
Illinois
$279K +$261K +4,302 New
MWM
603
Modera Wealth Management
New Jersey
$278K -$18.2K -300 -7%
EIA
604
Edgemoor Investment Advisors
Maryland
$277K -$2K -33 -0.8%
NRD
605
Nebula Research & Development
New York
$276K -$197K -3,251 -43%
PA
606
Pinnacle Associates
New York
$271K +$254K +4,183 New
EWM
607
Evermay Wealth Management
Virginia
$271K -$3.22K -53 -1%
WIC
608
Woodmont Investment Counsel
Tennessee
$271K -$1.64K -27 -0.6%
BRWA
609
B. Riley Wealth Advisors
Florida
$269K +$44.9K +739 +18%
OAM
610
Ostrum Asset Management
France
$268K
DA
611
Duality Advisers
Florida
$268K +$251K +4,140 New
DC
612
Davenport & Co
Virginia
$268K +$6.43K +106 +3%
BCA
613
Bay Colony Advisors
Massachusetts
$267K +$250K +4,126 New
HIC
614
Hartline Investment Corp
Illinois
$267K +$250K +4,126 New
FI
615
Fractal Investments
Connecticut
$267K
APG
616
Abacus Planning Group
South Carolina
$266K +$7.95K +131 +3%
LSAG
617
Lake Street Advisors Group
New Hampshire
$264K +$6.68K +110 +3%
OGF
618
Orin Green Financial
California
$258K -$242K -3,981 Closed
WPC
619
Wedmont Private Capital
Pennsylvania
$256K +$8.62K +142 +4%
FCB
620
First County Bank
Connecticut
$255K -$19.1K -314 -7%
BBA
621
Braun-Bostich & Associates
Pennsylvania
$255K -$118K -1,940 -33%
AAS
622
Avantax Advisory Services
Texas
$253K +$237K +3,911 New
STCOSD
623
Sageworth Trust Company of South Dakota
South Dakota
$252K +$5.58K +92 +2%
CA
624
Cambridge Advisors
Nebraska
$251K -$24.2K -399 -9%
CA
625
Cullinan Associates
Kentucky
$249K -$435K -7,166 -65%