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Veralto

1,048 hedge funds and large institutions have $18.4B invested in Veralto in 2023 Q4 according to their latest regulatory filings, with 969 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,669% more first-time investments, than exits

New positions opened: 969 | Existing positions closed: 35

812% more capital invested

Capital invested by funds: $2.02B → $18.4B (+$16.4B)

811% more funds holding

Funds holding: 1151,048 (+933)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

90.97% more ownership

Funds ownership: 0%90.97% (+91%)

75% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $14.1M

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

Holders
1,048
Holders Change
+933
Holders Change %
+811.3%
% of All Funds
15.28%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
969
Increased
47
Reduced
27
Closed
35
Calls
$24.8M
Puts
$14.1M
Net Calls
+$10.6M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
401
Azzad Asset Management
Virginia
$894K +$811K +10,864 New
Edgewood Management
402
Edgewood Management
Connecticut
$883K +$802K +10,737 New
Bank Julius Baer & Co
403
Bank Julius Baer & Co
Switzerland
$882K +$801K +10,722 New
ONB
404
Old National Bancorp
Indiana
$876K +$795K +10,652 New
NB
405
NBT Bank
New York
$874K +$793K +10,620 New
JPMIA
406
J.P. Marvel Investment Advisors
Massachusetts
$873K +$792K +10,612 New
TI
407
Tidal Investments
Wisconsin
$868K +$788K +10,552 New
FT
408
Fiduciary Trust
Massachusetts
$854K +$775K +10,380 New
TPCW
409
TD Private Client Wealth
New York
$853K +$774K +10,366 New
D.E. Shaw & Co
410
D.E. Shaw & Co
New York
$846K +$768K +10,281 New
LA
411
LBP AM
France
$828K +$751K +10,061 New
MIG
412
McGuire Investment Group
Rhode Island
$818K +$743K +9,947 New
SCM
413
Shelton Capital Management
Colorado
$816K +$741K +9,921 New
VCM
414
Violich Capital Management
California
$809K -$325K -4,357 -31%
NAMM
415
NorthStar Asset Management (Massachusetts)
Massachusetts
$802K +$728K +9,754 New
SAM
416
Shell Asset Management
Netherlands
$799K +$726K +9,719 New
MCM
417
MAI Capital Management
Ohio
$797K +$723K +9,688 New
JWBC
418
J.W. Burns & Co
New York
$785K +$713K +9,548 New
BPWM
419
Badgley Phelps Wealth Managers
Washington
$782K +$709K +9,491 New
HT
420
Heritage Trust
Oklahoma
$781K +$709K +9,494 New
WWP
421
WR Wealth Planners
Missouri
$759K +$689K +9,224 New
TIAA Trust, National Association
422
TIAA Trust, National Association
North Carolina
$753K +$684K +9,158 New
BFA
423
Bragg Financial Advisors
North Carolina
$748K +$679K +9,097 New
RMC
424
Resources Management Corp
Connecticut
$744K +$676K +9,048 New
CTA
425
Chesley Taft & Associates
Illinois
$740K +$671K +8,992 New