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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
SLF
701
Sun Life Financial
Ontario, Canada
$64K +$54.8K +1,147 +671%
PMFA
702
Plante Moran Financial Advisors
Michigan
$62K -$6.83K -143 -10%
CFA
703
Carroll Financial Associates
North Carolina
$62K +$17.1K +359 +39%
ADL
704
Asset Dedication LLC
California
$60K
FGAM
705
Financial Gravity Asset Management
Texas
$60K +$1K +21 +2%
RWA
706
Ropes Wealth Advisors
Massachusetts
$59K
FPS
707
Fieldpoint Private Securities
Connecticut
$58K
FMB
708
Field & Main Bank
Kentucky
$58K +$4.06K +85 +8%
KA
709
Kaizen Advisory
Illinois
$57K +$34K +712 +152%
AW
710
Alpha Windward
Massachusetts
$53K -$1.05K -22 -2%
SIAS
711
Shine Investment Advisory Services
Colorado
$52K -$3.73K -78 -7%
VanEck Associates
712
VanEck Associates
New York
$52K
FMTCOCP
713
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K
ClearBridge Investments
714
ClearBridge Investments
New York
$48K
CB
715
CNB Bank
Pennsylvania
$48K
RCAG
716
Rehmann Capital Advisory Group
Michigan
$46.4K +$11K +230 +32%
1IA
717
1834 Investment Advisors
Wisconsin
$46K
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$42K
MMG
719
Monetary Management Group
Missouri
$42K
PK
720
Pflug Koory
Nebraska
$41K
MFBTD
721
MB Financial Bank - Trust Department
Illinois
$39K -$67.4K -1,411 -64%
DBT
722
Dubuque Bank & Trust
Iowa
$39K
GC
723
Grace Capital
Massachusetts
$39K +$37.9K +793 New
CF
724
Centaurus Financial
California
$38K +$36.9K +772 New
GWM
725
Geneos Wealth Management
Colorado
$37K -$907 -19 -2%