Fortive
748 hedge funds and large institutions have $21.9B invested in Fortive in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 268 increasing their positions, 240 reducing their positions, and 61 closing their positions.
62% more call options, than puts
Call options by funds: $187M | Put options by funds: $116M
49% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 61
12% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 240
10% more capital invested
Capital invested by funds: $20B → $21.9B (+$1.97B)
4% more funds holding
Funds holding: 722 → 748 (+26)
3.11% less ownership
Funds ownership: 138.96% → 135.85% (-3.1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$450M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$368M |
| 3 |
TP
Third Point
New York
|
+$217M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$192M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.54B |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$184M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$141M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$89.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
801
Procyon Advisors
Shelton,
Connecticut
| – | -$2K | -48 | Closed |
|
802
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$2K | -36 | Closed |
|
|
DI
803
Disciplined Investments
Tulsa,
Oklahoma
| – | -$1K | -32 | Closed |
|
|
THWM
804
Taylor Hoffman Wealth Management
Richmond,
Virginia
| – | -$1K | -29 | Closed |
|
|
AWM
805
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$1K | -13 | Closed |
|
|
AWA
806
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$414 | -10 | Closed |
|
807
Fidelity International
Hamilton,
Bermuda
| – | +$365 | +8 | New |
|
FTV Hedge Fund Activity: Q3 2020 in Review
748 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q3 2020, worth a combined $21.9B — up 9.9% from $20B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new FTV positions and 61 closed out — a net gain of 30 holders — while 268 added to existing stakes and 240 trimmed.
The largest buyer was Vanguard Group, adding an estimated $450M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.54B.
- 748 institutional investors held Fortive (FTV) as of Q3 2020, up from 722 in Q2 2020.
- Funds reported $21.9B of Fortive stock for Q3 2020, up 9.9% quarter-over-quarter.
- 91 funds opened new Fortive positions in Q3 2020 and 61 closed out, a net change of +30 holders.
- The largest Fortive buyer in Q3 2020 was Vanguard Group, an estimated $450M added.
- The largest Fortive seller in Q3 2020 was T. Rowe Price Associates, an estimated $2.54B sold.
Based on aggregated 13F filings for Q3 2020.