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722 hedge funds and large institutions have $20B invested in Fortive in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 286 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $15.6B → $20B (+$4.42B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $25.3M

6.09% more ownership

Funds ownership: 132.87%138.96% (+6.1%)

10% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 71

0% more funds holding

Funds holding: 720722 (+2)

22% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 286

Holders
722
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
14.8%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
78
Increased
223
Reduced
286
Closed
71
Calls
$28.9M
Puts
$25.3M
Net Calls
+$3.56M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$48M +$4.91M +125,886 +13%
Luther King Capital Management (LKCM)
52
Luther King Capital Management (LKCM)
Texas
$45.7M -$11.2M -287,287 -21%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$45M +$176K +4,505 +0.4%
Deutsche Bank
54
Deutsche Bank
Germany
$42.8M +$14.2M +364,242 +57%
IP
55
Interval Partners
New York
$38.7M +$22.9M +587,584 +183%
DLA
56
Douglas Lane & Associates
New York
$38.6M -$331K -8,490 -0.9%
Morgan Stanley
57
Morgan Stanley
New York
$37.4M -$16.4M -421,054 -32%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$35.7M +$101K +2,588 +0.3%
KBC Group
59
KBC Group
Belgium
$34.7M +$29.3M +750,502 +1,194%
APG Asset Management
60
APG Asset Management
Netherlands
$33.8M +$544K +13,955 +2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$33M -$2.39M -61,288 -7%
AllianceBernstein
62
AllianceBernstein
Tennessee
$32.4M -$7.68M -196,951 -21%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$32.2M -$1.33M -33,991 -4%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$32M +$993K +25,449 +4%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$31.9M +$2.28M +58,494 +8%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$31.8M +$7.56M +193,722 +35%
BCM
67
Bridgeway Capital Management
Texas
$30.2M -$4.41M -113,065 -14%
Stifel Financial
68
Stifel Financial
Missouri
$30M -$1.88M -48,140 -6%
Principal Financial Group
69
Principal Financial Group
Iowa
$29.9M +$915K +23,447 +3%
National Pension Service
70
National Pension Service
South Korea
$27.7M -$2.61M -66,884 -9%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$26.8M -$1.36M -34,901 -5%
CAG
72
Crestwood Advisors Group
Massachusetts
$26.1M +$103K +2,651 +0.4%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$25.8M +$3.59K +92 +0%
DWM
74
Destination Wealth Management
California
$25.2M +$1.39M +35,608 +6%
CI
75
Cooper Investors
Australia
$24.8M -$376K -9,636 -2%

FTV Hedge Fund Activity: Q2 2020 in Review

722 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q2 2020, worth a combined $20B — up 28% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FTV positions and 71 closed out — a net gain of 7 holders — while 223 added to existing stakes and 286 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $503M. The largest seller was Fidelity Investments, cutting an estimated $190M.

  • 722 institutional investors held Fortive (FTV) as of Q2 2020, up from 720 in Q1 2020.
  • Funds reported $20B of Fortive stock for Q2 2020, up 28% quarter-over-quarter.
  • 78 funds opened new Fortive positions in Q2 2020 and 71 closed out, a net change of +7 holders.
  • The largest Fortive buyer in Q2 2020 was Wellington Management Group, an estimated $503M added.
  • The largest Fortive seller in Q2 2020 was Fidelity Investments, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2020.