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Fortive
FTV

Overview Fund Activity

861 hedge funds and large institutions have $28.6B invested in Fortive in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+49
Holders Change %
+6.03%
% of All Funds
12.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
104
Increased
291
Reduced
297
Closed
47
Calls
$66.1M
Puts
$13.6M
Net Calls
+$52.5M
Net Calls Change
+$15.1M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$177M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$172M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$133M
4
Boston Partners
Boston Partners
Massachusetts
+$89.6M
5
Select Equity Group
Select Equity Group
New York
+$62.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$344M
2
Capital World Investors
Capital World Investors
California
-$221M
3
BlackRock
BlackRock
New York
-$114M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$98.9M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
651
FSM Wealth Advisors
Ohio
$215K +$215K +2,503 New
BCFD
652
Boit C.F. David
$215K – – –
QCG
653
Quadrant Capital Group
Ohio
$214K -$20.5K -238 -9%
BFC
654
Bedel Financial Consulting
Indiana
$210K +$210K +2,445 New
GD
655
Grandfield & Dodd
New York
$209K +$209K +2,432 New
SB
656
Strategic Blueprint
Georgia
$209K +$209K +2,430 New
GAG
657
GM Advisory Group
New York
$207K +$207K +2,412 New
SPIA
658
Steward Partners Investment Advisory
New York
$206K +$55.7K +647 +37%
FCP
659
Fidelis Capital Partners
Florida
$206K +$206K +2,391 New
CAM
660
CPA Asset Management
Florida
$205K +$205K +2,381 New
CI
661
Conning Inc
Connecticut
$204K +$204K +2,374 New
PTC
662
Petrus Trust Company
Texas
$204K -$365K -4,242 -64%
EFS
663
Essex Financial Services
Connecticut
$203K +$203K +2,361 New
CB
664
CNB Bank
Pennsylvania
$202K – – –
DSC
665
Duncker Streett & Co
Missouri
$202K -$200K -2,325 -50%
SA
666
SpiderRock Advisors
Delaware
$201K +$201K +2,363 New
JDR
667
Jay D. Rosenbaum
$200K +$200K +2,328 New
SOW
668
State of Wyoming
Wyoming
$200K +$94.5K +1,098 +90%
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$184K +$184K +2,142 New
WT
670
Washington Trust
Rhode Island
$179K -$6.02K -70 -3%
CWM
671
Compass Wealth Management
Connecticut
$170K – – –
TH
672
TCTC Holdings
Texas
$163K – – –
SIM
673
Sentry Investment Management
Wisconsin
$160K – – –
HT
674
Headlands Technologies
Illinois
$158K +$154K +1,790 +4,366%
FIM
675
Fernwood Investment Management
Massachusetts
$152K +$152K +1,768 New
25 26
27
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