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Fortive

825 hedge funds and large institutions have $22.2B invested in Fortive in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 279 increasing their positions, 314 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $31.9M | Put options by funds: $20.2M

1.72% more ownership

Funds ownership: 129.83%131.54% (+1.7%)

4% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 53

1% more capital invested

Capital invested by funds: $22B → $22.2B (+$119M)

1% less funds holding

Funds holding: 830825 (-5)

11% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 314

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
825
Holders Change
-5
Holders Change %
-0.6%
% of All Funds
18.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
55
Increased
279
Reduced
314
Closed
53
Calls
$31.9M
Puts
$20.2M
Net Calls
+$11.7M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
676
BDO Wealth Advisors
Florida
$124K
CPIG
677
Chicago Partners Investment Group
Illinois
$122K -$21.6K -452 -15%
FL
678
Fort LP
Maryland
$122K +$120K +2,515 New
JCM
679
Jacobi Capital Management
Pennsylvania
$119K
SWM
680
SeaCrest Wealth Management
New York
$119K +$2.39K +50 +2%
MCM
681
Manchester Capital Management
Vermont
$111K
TFA
682
Toth Financial Advisory
Virginia
$106K +$53.4K +1,118 +105%
SWA
683
Sutton Wealth Advisors
Florida
$105K
BWL
684
Bogart Wealth LLC
Virginia
$99K +$13.3K +279 +16%
MRCM
685
M&R Capital Management
New Jersey
$96K
WC
686
Whitnell & Co
Illinois
$93K
CLOS
687
Compagnie Lombard Odier SCmA
Switzerland
$92K +$90.8K +1,901 New
FC
688
Ferris Capital
Massachusetts
$86K
ST
689
Smithfield Trust
Pennsylvania
$81K +$8.36K +175 +12%
WTB
690
Washington Trust Bank
Washington
$80K +$12.9K +270 +20%
PCG
691
Private Capital Group
Connecticut
$79K +$2.1K +44 +3%
TSW
692
Thompson Siegel & Walmsley
Virginia
$78K
OIA
693
OneDigital Investment Advisors
Kansas
$74K
CAPTRUST Financial Advisors
694
CAPTRUST Financial Advisors
North Carolina
$70K +$7.4K +155 +12%
PG
695
Patten Group
Tennessee
$67K -$9.46K -198 -13%
IFAM
696
Institutional & Family Asset Management
Colorado
$67K
NIMI
697
Natixis Investment Managers International
France
$66K -$416K -8,717 -86%
MUS
698
Mitsubishi UFJ Securities
Japan
$66K
M
699
MOTCO
Texas
$65K -$13.7K -287 -18%
GLI
700
Guardian Life Insurance
New York
$65K +$10.7K +225 +20%