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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
LSAG
651
Lake Street Advisors Group
New Hampshire
$249K +$3.44K +36 +1%
LI
652
Lafayette Investments
Maryland
$249K +$27.9K +292 +13%
BPWM
653
Badgley Phelps Wealth Managers
Washington
$247K -$19.2K -201 -7%
LCM
654
Liberty Capital Management
Michigan
$244K -$6.98K -73 -3%
TWA
655
TCI Wealth Advisors
Arizona
$242K +$383 +4 +0.2%
NIM
656
Northeast Investment Management
Massachusetts
$242K -$378K -3,952 -61%
CI
657
Cigna Investments
Connecticut
$242K
CDH
658
Charles D. Hyman
$241K
PI
659
PEAK6 Investments
Illinois
$241K -$12.7K -133 -5%
LIM
660
Leavell Investment Management
Alabama
$239K +$1.24K +13 +0.5%
CFG
661
Citizens Financial Group
Rhode Island
$237K +$237K +2,481 New
NCFG
662
New Century Financial Group
New Jersey
$234K +$235K +2,454 New
AEPWM
663
Atlantic Edge Private Wealth Management
Florida
$234K -$4.59K -48 -2%
HWP
664
Highline Wealth Partners
California
$233K
CG
665
Corundum Group
Colorado
$233K -$7.65K -80 -3%
CWM
666
Connecticut Wealth Management
Connecticut
$232K +$2.77K +29 +1%
EIA
667
Edgemoor Investment Advisors
Maryland
$231K -$861 -9 -0.4%
EFS
668
Essex Financial Services
Connecticut
$230K +$205K +2,148 New
HIC
669
Holderness Investments Company
North Carolina
$227K
HKAM
670
Horizon Kinetics Asset Management
New York
$227K -$5.83K -61 -3%
JPWM
671
Jamison Private Wealth Management
Georgia
$224K
FHA
672
Flagship Harbor Advisors
Massachusetts
$224K -$6.41K -67 -3%
MCC
673
Money Concepts Capital
Florida
$223K -$7.94K -83 -3%
CIA
674
Choate Investment Advisors
Massachusetts
$223K -$20.3K -212 -8%
EWM
675
Evermay Wealth Management
Virginia
$223K -$13.2K -138 -6%