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772 hedge funds and large institutions have $23.1B invested in Fortive in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 284 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $34.4M

19% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 59

11% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 257

8% more capital invested

Capital invested by funds: $21.4B → $23.1B (+$1.69B)

1.59% more ownership

Funds ownership: 125.73%127.32% (+1.6%)

0% less funds holding

Funds holding: 773772 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
772
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
12.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
70
Increased
284
Reduced
257
Closed
59
Calls
$50.5M
Puts
$34.4M
Net Calls
+$16M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$8.18K +$201 +4 +3%
AWM
702
Avior Wealth Management
Nebraska
$8.04K +$4.18K +83 +112%
DF
703
DecisionPoint Financial
Arizona
$7.57K +$7.39K +147 New
CFGS
704
Concourse Financial Group Securities
Alabama
$7.23K
LWANC
705
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.89K +$855 +17 +15%
ATC
706
Adirondack Trust Company
New York
$6.82K
IFS
707
Intelligent Financial Strategies
Minnesota
$6.82K
RWPA
708
Richard W. Paul & Associates
Michigan
$6.82K
IA
709
IFP Advisors
Florida
$6.57K -$66.8K -1,327 -92%
SC
710
Schubert & Co
Texas
$6.48K -$352 -7 -5%
PP
711
PFS Partners
New Jersey
$6.31K +$50 +1 +0.8%
BCMLT
712
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.27K
BAM
713
Bellevue Asset Management
Washington
$6.27K
SFG
714
Steward Financial Group
Texas
$6K +$3.77K +75 +144%
AF
715
Advisornet Financial
Minnesota
$6K -$252 -5 -4%
AIC
716
Archer Investment Corporation
Indiana
$5.93K
RTL
717
Red Tortoise LLC
Georgia
$5.73K
Kayne Anderson Rudnick Investment Management
718
Kayne Anderson Rudnick Investment Management
California
$5.66K
HS
719
Horan Securities
United States
$5.59K
BWAM
720
Boyd Watterson Asset Management
Ohio
$5.45K
KFI
721
Key Financial Inc
Pennsylvania
$5.45K
SWA
722
Sutton Wealth Advisors
Florida
$5.25K -$89.4K -1,778 -95%
APC
723
Aspire Private Capital
North Carolina
$4.64K
HI
724
Hoey Investments
Pennsylvania
$4.57K +$4.48K +89 New
MFT
725
Moisand Fitzgerald Tamayo
Florida
$4.43K