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Fortive

774 hedge funds and large institutions have $25.3B invested in Fortive in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 256 increasing their positions, 267 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $15.9M

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

2% more funds holding

Funds holding: 758774 (+16)

0.35% more ownership

Funds ownership: 128.26%128.61% (+0.35%)

1% less capital invested

Capital invested by funds: $25.5B → $25.3B (-$211M)

4% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 267

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
80
Increased
256
Reduced
267
Closed
52
Calls
$41.1M
Puts
$15.9M
Net Calls
+$25.2M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
701
Oliver Lagore Vanvalin Investment Group
Michigan
$9.05K
BWM
702
Baystate Wealth Management
Massachusetts
$8.8K +$6.73K +117 +293%
NCM
703
Northwest Capital Management
Oregon
$8.75K
OA
704
Operose Advisors
Wisconsin
$8.75K +$9.03K +157 New
JWA
705
JFS Wealth Advisors
Pennsylvania
$8.16K
Kayne Anderson Rudnick Investment Management
706
Kayne Anderson Rudnick Investment Management
California
$7.86K
CFGS
707
Concourse Financial Group Securities
Alabama
$7.86K
Capstone Investment Advisors
708
Capstone Investment Advisors
New York
$7.71K -$13.5K -235 -63%
SWA
709
Sutton Wealth Advisors
Florida
$7.71K +$2.07K +36 +35%
IFS
710
Intelligent Financial Strategies
Minnesota
$7.42K
PO
711
Private Ocean
California
$7.42K
RWPA
712
Richard W. Paul & Associates
Michigan
$7.42K
ATC
713
Adirondack Trust Company
New York
$7.42K
PP
714
PFS Partners
New Jersey
$6.88K
BCMLT
715
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.88K
BAM
716
Bellevue Asset Management
Washington
$6.82K
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.53K
RTL
718
Red Tortoise LLC
Georgia
$6.23K
BWAM
719
Boyd Watterson Asset Management
Ohio
$5.93K
KFI
720
Key Financial Inc
Pennsylvania
$5.93K
BFPW
721
BOK Financial Private Wealth
Colorado
$5.93K +$6.1K +106 New
USB
722
Union Savings Bank
Connecticut
$5.86K +$6.04K +105 New
BIA
723
Bell Investment Advisors
California
$5.19K -$1.67K -29 -24%
APC
724
Aspire Private Capital
North Carolina
$5.04K
TWM
725
Tradition Wealth Management
Minnesota
$5K

FTV Hedge Fund Activity: Q3 2023 in Review

774 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q3 2023, worth a combined $25.3B — down 0.83% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new FTV positions and 52 closed out — a net gain of 28 holders — while 256 added to existing stakes and 267 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $444M. The largest seller was Viking Global Investors, cutting an estimated $112M.

  • 774 institutional investors held Fortive (FTV) as of Q3 2023, up from 758 in Q2 2023.
  • Funds reported $25.3B of Fortive stock for Q3 2023, down 0.83% quarter-over-quarter.
  • 80 funds opened new Fortive positions in Q3 2023 and 52 closed out, a net change of +28 holders.
  • The largest Fortive buyer in Q3 2023 was Capital World Investors, an estimated $444M added.
  • The largest Fortive seller in Q3 2023 was Viking Global Investors, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2023.