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Roper Technologies

1,210 hedge funds and large institutions have $56.2B invested in Roper Technologies in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 427 increasing their positions, 439 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $305M | Put options by funds: $106M

170% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 67

16% more capital invested

Capital invested by funds: $48.4B → $56.2B (+$7.77B)

9% more funds holding

Funds holding: 1,1101,210 (+100)

2.94% more ownership

Funds ownership: 93.67%96.61% (+2.9%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 439

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
1,210
Holders Change
+100
Holders Change %
+9.01%
% of All Funds
17.64%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.31%
New
181
Increased
427
Reduced
439
Closed
67
Calls
$305M
Puts
$106M
Net Calls
+$198M
Net Calls Change
+$93.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
601
Wellington Shields Capital Management
New York
$1.56M +$541K +1,050 +58%
BIAS
602
Beacon Investment Advisory Services
New Jersey
$1.56M
HWM
603
HB Wealth Management
Georgia
$1.54M -$22.1K -43 -1%
IEFM
604
IQ EQ Fund Management
Ireland
$1.54M -$24.7K -48 -2%
SF
605
Synovus Financial
Georgia
$1.54M -$1.31M -2,538 -47%
WT
606
Whittier Trust
California
$1.53M -$711K -1,380 -33%
JWM
607
JPL Wealth Management
Colorado
$1.53M +$1.44M +2,802 New
RFC
608
Regions Financial Corp
Alabama
$1.51M -$178K -346 -11%
IAA
609
Independent Advisor Alliance
North Carolina
$1.5M -$253K -492 -15%
BMCM
610
Bryn Mawr Capital Management
Pennsylvania
$1.5M +$912K +1,770 +182%
SYBT
611
Stock Yards Bank & Trust
Kentucky
$1.5M -$258K -501 -15%
BIA
612
Benchmark Investment Advisors
Illinois
$1.5M +$91.2K +177 +7%
SAM
613
Sawgrass Asset Management
Florida
$1.49M
LSAG
614
Lake Street Advisors Group
New Hampshire
$1.47M +$1.39M +2,690 New
VFA
615
Values First Advisors
Tennessee
$1.46M -$268K -520 -16%
UFF
616
USA Financial Formulas
Michigan
$1.45M +$1.12M +2,168 +436%
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$1.44M +$503K +976 +59%
DA
618
Duality Advisers
Florida
$1.44M +$1.36M +2,641 New
KWA
619
Kingswood Wealth Advisors
California
$1.44M -$517K -1,004 -28%
TAM
620
Townsend Asset Management
North Carolina
$1.43M -$20.6K -40 -1%
AIMCA
621
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.42M -$14.7M -28,506 -92%
WC
622
Waterloo Capital
Texas
$1.41M +$23.2K +45 +2%
FI
623
FJ Investments
Utah
$1.41M +$1.33M +2,588 New
BBA
624
Baader Bank Aktiengesellschaft
Germany
$1.41M -$139K -270 -9%
FTDI
625
First Trust Direct Indexing
Massachusetts
$1.41M +$201K +391 +18%

ROP Hedge Fund Activity: Q4 2023 in Review

1,210 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Roper Technologies (ROP) for Q4 2023, worth a combined $56.2B — up 16% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ROP positions and 67 closed out — a net gain of 114 holders — while 427 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.78B. The largest seller was T. Rowe Price Associates, cutting an estimated $798M.

  • 1,210 institutional investors held Roper Technologies (ROP) as of Q4 2023, up from 1,110 in Q3 2023.
  • Funds reported $56.2B of Roper Technologies stock for Q4 2023, up 16% quarter-over-quarter.
  • 181 funds opened new Roper Technologies positions in Q4 2023 and 67 closed out, a net change of +114 holders.
  • The largest Roper Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $1.78B added.
  • The largest Roper Technologies seller in Q4 2023 was T. Rowe Price Associates, an estimated $798M sold.

Based on aggregated 13F filings for Q4 2023.