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Fortive

825 hedge funds and large institutions have $22.2B invested in Fortive in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 279 increasing their positions, 314 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $31.9M | Put options by funds: $20.2M

1.72% more ownership

Funds ownership: 129.83%131.54% (+1.7%)

4% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 53

1% more capital invested

Capital invested by funds: $22B → $22.2B (+$119M)

1% less funds holding

Funds holding: 830825 (-5)

11% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 314

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
825
Holders Change
-5
Holders Change %
-0.6%
% of All Funds
18.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
55
Increased
279
Reduced
314
Closed
53
Calls
$31.9M
Puts
$20.2M
Net Calls
+$11.7M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
776
Benjamin F. Edwards & Company
Missouri
$9K -$7.59K -159 -46%
GWS
777
Glassman Wealth Services
Virginia
$9K
NCM
778
Nelson Capital Management
California
$8K -$50K -1,046 -87%
GRP
779
Global Retirement Partners
California
$8K
PCA
780
Providence Capital Advisors
North Carolina
$8K
RWA
781
River Wealth Advisors
Pennsylvania
$8K +$7.59K +159 New
QCIG
782
Quad-Cities Investment Group
Iowa
$8K +$7.79K +163 New
WOC
783
West Oak Capital
California
$7.71K -$17K -356 -69%
MWM
784
Mascoma Wealth Management
New Hampshire
$7K
CIA
785
CSat Investment Advisory
Michigan
$7K +$6.97K +146 New
AIM
786
Advantage Investment Management
Iowa
$6K
HDIM
787
Hanson & Doremus Investment Management
Vermont
$6K
NWM
788
Northwest Wealth Management
Iowa
$6K
OFW
789
Omnia Family Wealth
Florida
$6K
PSC
790
Prentiss Smith & Co
Vermont
$6K
LFA
791
Legacy Financial Advisors
Kentucky
$6K +$1.48K +31 +32%
FPB
792
First PREMIER Bank
South Dakota
$5K
MYIA
793
Mount Yale Investment Advisors
Colorado
$5K
PWAG
794
Polaris Wealth Advisory Group
California
$5K
KTC
795
Kistler-Tiffany Companies
Pennsylvania
$5K +$5.06K +106 New
OSAM
796
O'Shaughnessy Asset Management
Connecticut
$4K
TDC
797
Thompson Davis & Co
Virginia
$4K
FWM
798
Focused Wealth Management
New York
$4K +$3.77K +79 New
RWP
799
RWA Wealth Partners
Massachusetts
$3K -$28.4K -594 -91%
BWM
800
Baystate Wealth Management
Massachusetts
$3K