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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
GA
651
Geller Advisors
New York
$219K +$205K +3,381 New
CGL
652
Clarius Group LLC
Washington
$216K -$22.3K -368 -10%
ICG
653
InterOcean Capital Group
Tennessee
$216K -$53.7K -884 -21%
FWA
654
FSM Wealth Advisors
Ohio
$215K +$202K +3,321 New
BCFD
655
Boit C.F. David
$215K
QCG
656
Quadrant Capital Group
Ohio
$214K -$19.2K -316 -9%
BFC
657
Bedel Financial Consulting
Indiana
$210K +$197K +3,245 New
GD
658
Grandfield & Dodd
New York
$209K +$196K +3,227 New
SB
659
Strategic Blueprint
Georgia
$209K +$196K +3,225 New
GAG
660
GM Advisory Group
New York
$207K +$194K +3,201 New
SPIA
661
Steward Partners Investment Advisory
New York
$206K +$52.1K +859 +37%
FCP
662
Fidelis Capital Partners
Florida
$206K +$193K +3,173 New
CAM
663
CPA Asset Management
Florida
$205K +$192K +3,160 New
CI
664
Conning Inc
Connecticut
$204K +$191K +3,150 New
PTC
665
Petrus Trust Company
Texas
$204K -$342K -5,629 -64%
EFS
666
Essex Financial Services
Connecticut
$203K +$190K +3,133 New
CB
667
CNB Bank
Pennsylvania
$202K
DSC
668
Duncker Streett & Co
Missouri
$202K -$187K -3,085 -50%
SA
669
SpiderRock Advisors
Delaware
$201K +$190K +3,136 New
JDR
670
Jay D. Rosenbaum
$200K +$188K +3,089 New
SOW
671
State of Wyoming
Wyoming
$200K +$88.4K +1,457 +90%
Acadian Asset Management
672
Acadian Asset Management
Massachusetts
$184K +$173K +2,842 New
WT
673
Washington Trust
Rhode Island
$179K -$5.64K -93 -3%
CWM
674
Compass Wealth Management
Connecticut
$170K
TH
675
TCTC Holdings
Texas
$163K