Fortive
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.
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: 4 → 5 (+1)
0.89% more ownership
Funds ownership: 131.97% → 132.87% (+0.89%)
13% less funds holding
Funds holding: 827 → 719 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$301M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$287M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$214M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$156M |
| 5 |
BlackRock
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$248M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$205M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$169M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$137M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$117M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
THWM
851
Taylor Hoffman Wealth Management
Richmond,
Virginia
| – | -$1K | -29 | Closed |
|
|
FPFS
852
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1K | -27 | Closed |
|
853
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -21 | Closed |
|
|
FIA
854
FNY Investment Advisers
New York
| – | +$87 | +2 | New |
|
|
CAN
855
Claraphi Advisory Network
Aliso Viejo,
United States
| – | +$568 | +13 | New |
|
|
ETC
856
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | +$568 | +13 | New |
|
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.