We are live on ! Find out more
VLTO icon

Veralto

1,008 hedge funds and large institutions have $21.8B invested in Veralto in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 330 increasing their positions, 414 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more call options, than puts

Call options by funds: $110M | Put options by funds: $17.3M

11% more capital invested

Capital invested by funds: $19.7B → $21.8B (+$2.11B)

2.37% more ownership

Funds ownership: 90.29%92.66% (+2.4%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 1,0201,008 (-12)

20% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 414

Holders
1,008
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
14.56%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
95
Increased
330
Reduced
414
Closed
91
Calls
$110M
Puts
$17.3M
Net Calls
+$92.6M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
551
Boston Family Office
Massachusetts
$425K -$40.3K -421 -9%
SCTC
552
Sanibel Captiva Trust Company
Florida
$423K -$47.3K -495 -10%
GL
553
Graypoint LLC
New York
$421K +$15.3K +160 +4%
BP
554
Ballentine Partners
Massachusetts
$418K +$20.3K +212 +5%
CG
555
Caprock Group
Idaho
$416K +$416K +4,350 New
GRP
556
Global Retirement Partners
California
$415K +$36.7K +384 +10%
BRWA
557
B. Riley Wealth Advisors
Florida
$415K +$415K +4,342 New
FTDI
558
First Trust Direct Indexing
Massachusetts
$415K +$124K +1,299 +43%
WP
559
WMS Partners
Maryland
$413K -$11.6K -121 -3%
Fiera Capital (Canada)
560
Fiera Capital (Canada)
Quebec, Canada
$413K -$30.8K -322 -7%
FNT
561
First National Trust
Pennsylvania
$412K -$53.7K -562 -12%
MAM
562
Martingale Asset Management
Massachusetts
$408K -$12.8K -134 -3%
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$406K -$79.7K -833 -16%
MA
564
MJP Associates
Connecticut
$406K +$50.4K +527 +14%
CCT
565
Capital City Trust
Florida
$404K -$52K -544 -11%
DC
566
Davenport & Co
Virginia
$401K -$108K -1,129 -21%
HA
567
Harbor Advisors
Florida
$398K
Capstone Investment Advisors
568
Capstone Investment Advisors
New York
$394K +$147K +1,533 +59%
GD
569
Grandfield & Dodd
New York
$393K -$15.9K -166 -4%
CL
570
Choreo LLC
Illinois
$391K +$392K +4,097 New
WG
571
Winton Group
United Kingdom
$390K -$299K -3,126 -43%
GS
572
GTS Securities
New York
$388K +$389K +4,066 New
GC
573
Gratus Capital
Georgia
$387K +$388K +4,055 New
ONB
574
Old National Bancorp
Indiana
$386K -$329K -3,436 -46%
VFA
575
Voya Financial Advisors
Connecticut
$385K +$4.97K +52 +1%