We are live on ! Find out more

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
DWM
76
Destination Wealth Management
California
$19.3M +$546K +12,496 +2%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$19.2M +$472K +10,792 +2%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$17.9M +$2.3M +52,520 +11%
Royal London Asset Management
79
Royal London Asset Management
United Kingdom
$17.2M +$915K +20,929 +4%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.2M +$3.97M +90,856 +23%
Prudential Financial
81
Prudential Financial
New Jersey
$16.8M +$146K +3,349 +0.7%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$16.8M -$4.34M -99,229 -17%
ZIC
83
ZWJ Investment Counsel
Georgia
$16.7M -$206K -4,719 -1%
WF
84
Welch & Forbes
Massachusetts
$16.5M +$194K +4,437 +0.9%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$16M -$155K -3,556 -0.7%
LM
86
Luminus Management
Texas
$15.6M -$24.1M -552,139 -55%
CS
87
Candriam SCA
Luxembourg
$15.3M
KFC
88
Klingenstein Fields & Co
New York
$15.3M +$19.3M +440,497 New
KeyBank National Association
89
KeyBank National Association
Ohio
$15.2M -$8.14M -186,272 -30%
WJWM
90
Williams Jones Wealth Management
New York
$15.1M -$30.7M -701,556 -62%
AG
91
Aperio Group
California
$15M +$1.24M +28,484 +7%
MPIA
92
Mountain Pacific Investment Advisers
Idaho
$14.8M +$773K +17,681 +4%
Baillie Gifford & Co
93
Baillie Gifford & Co
United Kingdom
$14.7M -$117M -2,666,613 -86%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$14.4M -$760K -17,395 -4%
MSV
95
MN Services Vermogensbeheer
Netherlands
$14.3M -$1.16M -26,482 -6%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$14.1M -$3.74M -85,554 -17%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$14M +$1.45M +33,062 +9%
LWCFA
98
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.7M -$21.4M -489,370 -55%
Canada Life
99
Canada Life
Manitoba, Canada
$13.6M -$583K -13,346 -3%
Ameriprise
100
Ameriprise
Minnesota
$13.2M +$3.8M +86,957 +30%

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.