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Fortive

768 hedge funds and large institutions have $22.8B invested in Fortive in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 96 increasing their positions, 572 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

3% more funds holding

Funds holding: 747768 (+21)

4% more capital invested

Capital invested by funds: $21.9B → $22.8B (+$864M)

11.4% less ownership

Funds ownership: 135.85%124.45% (-11%)

27% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $54.4M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

83% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 572

Holders
768
Holders Change
+21
Holders Change %
+2.81%
% of All Funds
13.59%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
100
Increased
96
Reduced
572
Closed
72
Calls
$39.9M
Puts
$54.4M
Net Calls
-$14.5M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
626
West Paces Advisors
Georgia
$76.6K -$51.1K -994 -41%
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$75K +$11.5K +223 +19%
FRA
628
Front Row Advisors
California
$74K -$14K -272 -16%
ST
629
Smithfield Trust
Pennsylvania
$73K -$13.6K -265 -16%
TSW
630
Thompson Siegel & Walmsley
Virginia
$72K -$13.5K -262 -16%
MCM
631
Manchester Capital Management
Vermont
$69K -$4.68K -91 -7%
CYG
632
Clean Yield Group
Vermont
$68K -$12.8K -249 -16%
MHR
633
Matthew Hamilton Rosenberg
$64K -$12K -233 -16%
PCG
634
Private Capital Group
Connecticut
$63K -$37.4K -728 -38%
M
635
MOTCO
Texas
$60K -$11.3K -220 -16%
PFO
636
Pathstone Family Office
New Jersey
$59K -$4.58K -89 -7%
TH
637
TCTC Holdings
Texas
$58K -$11K -213 -16%
APP
638
Alpha Paradigm Partners
Illinois
$58K +$55.5K +1,080 New
NIM
639
NuWave Investment Management
New Jersey
$56K +$53.9K +1,048 New
AssetMark Inc
640
AssetMark Inc
California
$52K -$19.2K -373 -28%
MS
641
Marshall & Sullivan
Washington
$51.7K -$3M -58,384 -92%
ED
642
Exane Derivatives
France
$45.9K +$44.2K +860 New
DWA
643
Dougherty Wealth Advisers
Minnesota
$44K -$8.23K -160 -16%
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$30.1K +585 +246%
VRM
645
Vectors Research Management
New York
$43K +$41.1K +800 New
ASN
646
Advisory Services Network
Georgia
$42K -$34.8K -676 -46%
CFA
647
Carroll Financial Associates
North Carolina
$40K -$11.8K -229 -23%
FMTCOCP
648
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K -$7.3K -142 -16%
MSFP
649
Mark Sheptoff Financial Planning
Connecticut
$39K -$7.3K -142 -16%
GWM
650
Geneos Wealth Management
Colorado
$38K -$7.2K -140 -16%