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Fortive
FTV

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: 758 → 774 (+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: 7 → 6 (-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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$444M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$147M
3
Holocene Advisors
Holocene Advisors
New York
+$79.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$56.6M
5
Bank of America
Bank of America
North Carolina
+$29.3M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$112M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$99.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$91.9M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$75.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Geneos Wealth Management
Colorado
$2.38K – – –
TCM
752
Tradewinds Capital Management
Washington
$2.37K – – –
EBA
753
Eagle Bay Advisors
New York
$2.23K – – –
JWM
754
Janiczek Wealth Management
Colorado
$1.85K +$1.9K +33 New
PWA
755
Provenance Wealth Advisors
Florida
$1.78K +$1.84K +32 New
TIM
756
Tortoise Investment Management
New York
$1.71K – – –
BONH
757
Bank of New Hampshire
New Hampshire
$1.48K – – –
NSIM
758
North Star Investment Management
Illinois
$1.19K – – –
TFGT
759
TS Financial Group (TSFG)
Illinois
$1K – – –
TWP
760
TFO Wealth Partners
Ohio
$972 +$575 +10 +143%
SC
761
Stephens Consulting
Michigan
$965 – – –
LSA
762
Leonteq Securities AG
Switzerland
$964 – – –
SWA
763
SOA Wealth Advisors
New York
$894 – – –
HCP
764
Hexagon Capital Partners
Arkansas
$816 -$58 -1 -6%
TCA
765
Trifecta Capital Advisors
Illinois
$816 – – –
OP
766
ORG Partners
Indiana
$815 +$863 +15 New
PCFFS
767
Pacific Center for Financial Services
California
$668 – – –
ACA
768
Atlas Capital Advisors
Wyoming
$667 – – –
IBOK
769
Independence Bank of Kentucky
Kentucky
$593 – – –
FWM
770
Focused Wealth Management
New York
$451 – – –
TWD
771
True Wealth Design
Ohio
$371 – – –
CWC
772
Carolinas Wealth Consulting
North Carolina
$326 – – –
FGAM
773
Financial Gravity Asset Management
Texas
$182 +$173 +3 New
CTA
774
Colonial Trust Advisors
South Carolina
$148 – – –
SIG
775
Senator Investment Group
New York
– -$61.7M -1,094,775 Closed
29 30
31
32 33

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.