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719 hedge funds and large institutions have $15.6B invested in Fortive in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 307 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $26.5M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.89% more ownership

Funds ownership: 131.97%132.87% (+0.89%)

13% less funds holding

Funds holding: 827719 (-108)

21% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 307

27% less capital invested

Capital invested by funds: $21.3B → $15.6B (-$5.79B)

69% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 140

Holders
719
Holders Change
-108
Holders Change %
-13.06%
% of All Funds
15.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
44
Increased
241
Reduced
307
Closed
140
Calls
$36.6M
Puts
$26.5M
Net Calls
+$10.1M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
801
Raymond James Trust
Florida
-$230K -4,772 Closed
APG
802
Abacus Planning Group
South Carolina
-$229K -4,756 Closed
TSS
803
Two Sigma Securities
New York
-$208K -4,751 Closed
TCA
804
Transcend Capital Advisors
New Jersey
-$228K -4,724 Closed
SIM
805
Sterling Investment Management
Arizona
-$225K -4,664 Closed
LIM
806
Leavell Investment Management
Alabama
-$224K -4,653 Closed
CB
807
Cadence Bank
Mississippi
-$222K -4,615 Closed
IHL
808
Investment House LLC
California
-$220K -4,577 Closed
KIA
809
KCM Investment Advisors
California
-$219K -4,554 Closed
IFWM
810
Institute for Wealth Management
Colorado
-$215K -4,456 Closed
ECM
811
Evergreen Capital Management
Washington
-$213K -4,421 Closed
NP
812
NorthRock Partners
Minnesota
-$213K -4,421 Closed
IIC
813
Integrated Investment Consultants
Michigan
-$212K -4,396 Closed
BG
814
Bahl & Gaynor
Ohio
-$212K -4,393 Closed
HSA
815
HBK Sorce Advisory
Pennsylvania
-$211K -4,378 Closed
MLIC
816
Mandatum Life Insurance Company
Finland
-$210K -4,366 Closed
PWPS
817
Pinnacle Wealth Planning Services
Ohio
-$209K -4,340 Closed
SW
818
SkyOak Wealth
Michigan
-$205K -4,266 Closed
MWM
819
Mission Wealth Management
California
-$204K -4,245 Closed
FCBT
820
First Citizens Bank & Trust
North Carolina
-$204K -4,226 Closed
AAM
821
Aureus Asset Management
Massachusetts
-$203K -4,210 Closed
ACM
822
Anfield Capital Management
California
-$150K -3,070 Closed
AA
823
Argent Advisors
Louisiana
-$76K -1,554 Closed
GDP
824
Great Diamond Partners
Maine
-$74K -1,552 Closed
GLI
825
Guardian Life Insurance
New York
-$66K -1,380 Closed

FTV Hedge Fund Activity: Q1 2020 in Review

719 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q1 2020, worth a combined $15.6B — down 27% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of FTV and 44 opened new positions — a net loss of 96 holders — while 307 trimmed existing stakes and 241 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $248M sold.

  • 719 institutional investors held Fortive (FTV) as of Q1 2020, down from 827 in Q4 2019.
  • Funds reported $15.6B of Fortive stock for Q1 2020, down 27% quarter-over-quarter.
  • 44 funds opened new Fortive positions in Q1 2020 and 140 closed out, a net change of -96 holders.
  • The largest Fortive buyer in Q1 2020 was T. Rowe Price Associates, an estimated $301M added.
  • The largest Fortive seller in Q1 2020 was Winslow Capital Management, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2020.