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854 hedge funds and large institutions have $24.9B invested in Fortive in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 263 increasing their positions, 318 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $22M | Put options by funds: $5.57M

30% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 83

2.77% more ownership

Funds ownership: 124.04%126.82% (+2.8%)

1% more funds holding

Funds holding: 844854 (+10)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $25.8B → $24.9B (-$970M)

17% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 318

Holders
854
Holders Change
+10
Holders Change %
+1.18%
% of All Funds
11.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
108
Increased
263
Reduced
318
Closed
83
Calls
$22M
Puts
$5.57M
Net Calls
+$16.4M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
826
Synergy Investment Management
Florida
$1.35K +$1.38K +24 New
SC
827
Stephens Consulting
Michigan
$975
TWD
828
True Wealth Design
Ohio
$975
VWM
829
Valley Wealth Managers
New Jersey
$975
WA
830
WPG Advisers
Maryland
$900 +$918 +16 New
TCA
831
Trifecta Capital Advisors
Illinois
$825
SO
832
Sierra Ocean
California
$751 +$746 +13 New
AT
833
Arlington Trust
Alabama
$750
CWC
834
Carolinas Wealth Consulting
North Carolina
$750 +$344 +6 +86%
WCM
835
WealthTrak Capital Management
Virginia
$750 +$746 +13 New
ACA
836
Atlas Capital Advisors
Wyoming
$675
PCFFS
837
Pacific Center for Financial Services
California
$675
LIS
838
Legacy Investment Solutions
Idaho
$633
LWMI
839
Legacy Wealth Management (Idaho)
Idaho
$633
OSNBOA
840
Old Second National Bank of Aurora
Illinois
$525 +$517 +9 New
WW
841
Winnow Wealth
Texas
$491 +$517 +9 New
SWA
842
SOA Wealth Advisors
New York
$456
CA
843
Continuum Advisory
Idaho
$450
OP
844
ORG Partners
Indiana
$450
AGWCA
845
Annis Gardner Whiting Capital Advisors
Florida
$450 +$459 +8 New
T
846
Transce3nd
Texas
$450 +$459 +8 New
CAM
847
Chesapeake Asset Management
New York
$375
PWM
848
Parkworth Wealth Management
California
$375 +$402 +7 New
AA
849
Ancora Advisors
Ohio
$225 -$22.6K -394 -99%
TFM
850
TFC Financial Management
Massachusetts
$150