We are live on ! Find out more

736 hedge funds and large institutions have $22.9B invested in Fortive in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 271 increasing their positions, 242 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 242

5.58% more ownership

Funds ownership: 123.16%128.74% (+5.6%)

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

3% more capital invested

Capital invested by funds: $22.1B → $22.9B (+$741M)

0% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $33.6M

1% less funds holding

Funds holding: 742736 (-6)

Holders
736
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
70
Increased
271
Reduced
242
Closed
67
Calls
$33.5M
Puts
$33.6M
Net Calls
-$39K
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
CX Institutional
Indiana
$52K +$12.3K +228 +30%
LSA
627
Leonteq Securities AG
Switzerland
$51.9K +$42.5K +788 +396%
ED
628
Exane Derivatives
France
$49.5K -$4.53K -84 -8%
CFA
629
Carroll Financial Associates
North Carolina
$46K -$31.1K -577 -39%
AF
630
Allworth Financial
California
$44K -$669K -12,418 -94%
DWA
631
Dougherty Wealth Advisers
Minnesota
$43K
SWM
632
Spire Wealth Management
Virginia
$41K -$30.8K -572 -42%
PCG
633
Private Capital Group
Connecticut
$39K
SWM
634
Sugarloaf Wealth Management
Georgia
$37K
GWM
635
Geneos Wealth Management
Colorado
$36K -$1.4K -26 -4%
FMTCOCP
636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K -$3.61K -67 -9%
KPCM
637
Kings Point Capital Management
New York
$35K
SAM
638
S.A. Mason
Michigan
$35K
IFAM
639
Institutional & Family Asset Management
Colorado
$34K
PCTC
640
Perkins Coie Trust Company
Washington
$33K
MSFP
641
Mark Sheptoff Financial Planning
Connecticut
$31K
ZB
642
Zions Bancorporation
Utah
$30K +$54 +1 +0.2%
APC
643
Aspire Private Capital
North Carolina
$29K
SIC
644
Salem Investment Counselors
North Carolina
$29K
FCB
645
First Command Bank
Texas
$28K -$57.2K -1,061 -67%
FCFS
646
First Command Financial Services
Texas
$28K -$57.2K -1,061 -67%
BCM
647
Blume Capital Management
California
$28K
FMB
648
Field & Main Bank
Kentucky
$28K
CAL
649
Capital Analysts LLC
Pennsylvania
$27K -$9.86K -183 -26%
CFO
650
CVA Family Office
Colorado
$27K