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719 hedge funds and large institutions have $15.6B invested in Fortive in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 307 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $26.5M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.89% more ownership

Funds ownership: 131.97%132.87% (+0.89%)

13% less funds holding

Funds holding: 827719 (-108)

21% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 307

27% less capital invested

Capital invested by funds: $21.3B → $15.6B (-$5.79B)

69% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 140

Holders
719
Holders Change
-108
Holders Change %
-13.06%
% of All Funds
15.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
44
Increased
241
Reduced
307
Closed
140
Calls
$36.6M
Puts
$26.5M
Net Calls
+$10.1M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
676
Ellis Investment Partners
Pennsylvania
$5K +$6.29K +144 New
Simplex Trading
677
Simplex Trading
Illinois
$5K +$6.95K +159 New
WQ
678
Wealth Quarterback
New Jersey
$4.11K +$87 +2 +2%
FPB
679
First PREMIER Bank
South Dakota
$4K
RCA
680
Ranch Capital Advisors
Florida
$4K
IA
681
IFP Advisors
Florida
$4K +$1.09K +25 +22%
WLPWM
682
Walled Lake Planning & Wealth Management
Illinois
$3K -$20.8K -477 -83%
CI
683
CX Institutional
Indiana
$3K -$2.14K -49 -38%
BFEC
684
Benjamin F. Edwards & Company
Missouri
$3K -$1.79K -41 -34%
CHA
685
Carmichael Hill & Associates
Maryland
$3K
CCA
686
Column Capital Advisors
Indiana
$3K
MF
687
Manchester Financial
California
$3K
NL
688
NVWM LLC
Pennsylvania
$3K
PFGIA
689
Patriot Financial Group Insurance Agency
Massachusetts
$3K
SIC
690
Salem Investment Counselors
North Carolina
$3K
SFSIG
691
San Francisco Sentry Investment Group
California
$3K +$1.88K +43 +93%
PWMG
692
Prestige Wealth Management Group
New Jersey
$3K +$3.45K +79 New
BWL
693
Bogart Wealth LLC
Virginia
$2K
FWM
694
FSA Wealth Management
Massachusetts
$2K
IBOK
695
Independence Bank of Kentucky
Kentucky
$2K
IRC
696
Investors Research Corp
Georgia
$2K
PFSC
697
Peoples Financial Services Corp
Pennsylvania
$2K
PA
698
Procyon Advisors
Connecticut
$2K
WCG
699
Weaver Consulting Group
California
$2K
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.75K +40 +148%

FTV Hedge Fund Activity: Q1 2020 in Review

719 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q1 2020, worth a combined $15.6B — down 27% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of FTV and 44 opened new positions — a net loss of 96 holders — while 307 trimmed existing stakes and 241 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $248M sold.

  • 719 institutional investors held Fortive (FTV) as of Q1 2020, down from 827 in Q4 2019.
  • Funds reported $15.6B of Fortive stock for Q1 2020, down 27% quarter-over-quarter.
  • 44 funds opened new Fortive positions in Q1 2020 and 140 closed out, a net change of -96 holders.
  • The largest Fortive buyer in Q1 2020 was T. Rowe Price Associates, an estimated $301M added.
  • The largest Fortive seller in Q1 2020 was Winslow Capital Management, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2020.