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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
VCM
576
Virtue Capital Management
Tennessee
$380K -$9.66K -101 -3%
IIM
577
Ipswich Investment Management
Massachusetts
$377K +$16.7K +175 +5%
VF
578
Virtu Financial
New York
$376K -$316K -3,302 -46%
GFS
579
GYL Financial Synergies
Connecticut
$375K -$24K -251 -6%
SCA
580
Snowden Capital Advisors
New York
$373K -$55.5K -580 -13%
RC
581
Roundview Capital
New Jersey
$373K +$8.13K +85 +2%
AA
582
ALPS Advisors
Colorado
$372K -$1.53K -16 -0.4%
KWM
583
Kingsview Wealth Management
Oregon
$366K -$17.2K -180 -4%
IWC
584
Integrated Wealth Concepts
Massachusetts
$365K +$103K +1,078 +39%
SPIA
585
Steward Partners Investment Advisory
New York
$364K +$38.6K +404 +12%
MYAM
586
Meiji Yasuda Asset Management
Japan
$363K +$47.4K +496 +15%
BMM
587
Buffington Mohr McNeal
Idaho
$362K +$19.1K +200 +6%
CFB
588
Cullen/Frost Bankers
Texas
$361K +$5.26K +55 +1%
NA
589
NewEdge Advisors
Louisiana
$360K +$261K +2,733 +263%
HSA
590
HBK Sorce Advisory
Pennsylvania
$358K +$8.42K +88 +2%
BBHC
591
Brown Brothers Harriman & Co
New York
$358K -$23.1K -242 -6%
CWAG
592
Compton Wealth Advisory Group
Virginia
$358K -$44K -460 -11%
Kovitz Investment Group Partners
593
Kovitz Investment Group Partners
Illinois
$352K -$340K -3,559 -49%
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$352K +$23.8K +249 +7%
RP
595
Rice Partnership
Hawaii
$347K +$34.8K +364 +11%
CCM
596
Cullen Capital Management
New York
$346K +$58.8K +615 +20%
OAM
597
Oppenheimer Asset Management
New York
$343K +$108K +1,133 +46%
VFA
598
Valeo Financial Advisors
Indiana
$337K +$16.1K +168 +5%
CT
599
Coastline Trust
Rhode Island
$335K +$336K +3,511 New
MWM
600
Mission Wealth Management
California
$334K -$9.28K -97 -3%