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769 hedge funds and large institutions have $19.2B invested in Fortive in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 259 increasing their positions, 308 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $23.5M

0.8% less ownership

Funds ownership: 133.36%132.56% (-0.8%)

4% less funds holding

Funds holding: 804769 (-35)

16% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 308

16% less capital invested

Capital invested by funds: $23B → $19.2B (-$3.74B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

34% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 89

Holders
769
Holders Change
-35
Holders Change %
-4.35%
% of All Funds
16.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
259
Reduced
308
Closed
89
Calls
$32.5M
Puts
$23.5M
Net Calls
+$8.98M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
751
Bogart Wealth LLC
Virginia
$2K
Kayne Anderson Rudnick Investment Management
752
Kayne Anderson Rudnick Investment Management
California
$2K
LFG
753
LifePlan Financial Group
Ohio
$2K
PK
754
Pflug Koory
Nebraska
$2K
SQA
755
Simon Quick Advisors
New Jersey
$2K
WCG
756
Weaver Consulting Group
California
$2K
BC
757
Barnett & Company
Tennessee
$2K +$1.98K +43 New
POIA
758
Pin Oak Investment Advisors
Texas
$1K -$2.54K -55 -70%
BCI
759
Brinker Capital Investments
Pennsylvania
$1K
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$1K
PCFFS
761
Pacific Center for Financial Services
California
$1K
PFGIA
762
Patriot Financial Group Insurance Agency
Massachusetts
$1K
THWM
763
Taylor Hoffman Wealth Management
Virginia
$1K
JWA
764
JFS Wealth Advisors
Pennsylvania
$1K +$1.48K +32 New
UB
765
UMB Bank
Missouri
$368 -$114K -2,481 -23%
AA
766
Advisory Alpha
Michigan
$324 +$369 +8 New
ACM
767
Atlanta Capital Management
Georgia
-$35.8M -696,186 Closed
Jennison Associates
768
Jennison Associates
New York
-$31.2M -606,274 Closed
DekaBank Deutsche Girozentrale
769
DekaBank Deutsche Girozentrale
Germany
-$29.1M -571,787 Closed
ESCM
770
Echo Street Capital Management
New York
-$15.7M -305,487 Closed
CI Investments Inc
771
CI Investments Inc
Ontario, Canada
-$14.6M -284,829 Closed
Adage Capital Partners
772
Adage Capital Partners
Massachusetts
-$14.4M -279,450 Closed
USAA
773
United Services Automobile Association
Texas
-$7.8M -151,766 Closed
CP
774
Cumberland Partners
Ontario, Canada
-$7.41M -144,202 Closed
ACPU
775
Arrowgrass Capital Partners (US)
Delaware
-$5.56M -108,149 Closed

FTV Hedge Fund Activity: Q3 2019 in Review

769 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q3 2019, worth a combined $19.2B — down 16% from $23B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of FTV and 59 opened new positions — a net loss of 30 holders — while 308 trimmed existing stakes and 259 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $636M.

  • 769 institutional investors held Fortive (FTV) as of Q3 2019, down from 804 in Q2 2019.
  • Funds reported $19.2B of Fortive stock for Q3 2019, down 16% quarter-over-quarter.
  • 59 funds opened new Fortive positions in Q3 2019 and 89 closed out, a net change of -30 holders.
  • The largest Fortive buyer in Q3 2019 was Viking Global Investors, an estimated $354M added.
  • The largest Fortive seller in Q3 2019 was Fidelity Investments, an estimated $636M sold.

Based on aggregated 13F filings for Q3 2019.