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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
TCM
601
Tandem Capital Management
New Jersey
$290K +$263K +3,520 New
DWP
602
Daymark Wealth Partners
Ohio
$289K +$262K +3,510 New
GRP
603
Global Retirement Partners
California
$286K +$112K +1,494 +64%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$285K +$259K +3,469 New
LCM
605
Liberty Capital Management
Michigan
$284K +$258K +3,454 New
LIWM
606
Long Island Wealth Management
New York
$282K +$256K +3,425 New
BMO
607
Beck Mack & Oliver
New York
$281K +$255K +3,421 New
JIR
608
James Investment Research
Ohio
$280K +$254K +3,402 New
TCM
609
Traynor Capital Management
Pennsylvania
$278K +$253K +3,383 New
Dodge & Cox
610
Dodge & Cox
California
$278K +$253K +3,382 New
WP
611
WealthPLAN Partners
Nebraska
$277K +$252K +3,372 New
VCM
612
Virtue Capital Management
Tennessee
$277K +$269K +3,602 New
AF
613
Ally Financial
Michigan
$277K +$251K +3,367 New
UHC
614
Union Heritage Capital
Michigan
$276K +$251K +3,358 New
BCM
615
Bancreek Capital Management
California
$274K +$249K +3,336 New
KFBMI
616
Kentucky Farm Bureau Mutual Insurance
Kentucky
$274K +$249K +3,333 New
BAMCO Inc
617
BAMCO Inc
New York
$273K +$247K +3,314 New
RIL
618
Rothschild Investment LLC
Illinois
$272K +$247K +3,307 New
WIC
619
Woodmont Investment Counsel
Tennessee
$271K +$246K +3,298 New
MYAM
620
Meiji Yasuda Asset Management
Japan
$269K +$244K +3,272 New
GLA
621
Great Lakes Advisors
Illinois
$268K +$244K +3,264 New
ICM
622
IMS Capital Management
Oregon
$267K +$243K +3,251 New
SC
623
SouthState Corp
Florida
$266K +$241K +3,234 New
KFS
624
Kurt F. Somerville
$265K +$240K +3,221 New
HKAM
625
Horizon Kinetics Asset Management
New York
$264K +$240K +3,211 New