We are live on ! Find out more
VLTO icon

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
MNBTD
676
Moody National Bank Trust Division
Texas
$216K +$196K +2,624 New
CI
677
Cigna Investments
Connecticut
$215K +$177K +2,366 New
GWM
678
Gitterman Wealth Management
New Jersey
$215K +$195K +2,613 New
BCM
679
Brookstone Capital Management
Illinois
$215K -$52K -696 -21%
TWA
680
TCI Wealth Advisors
Arizona
$213K +$193K +2,584 New
UM
681
UniSuper Management
Australia
$212K +$193K +2,581 New
CDH
682
Charles D. Hyman
$212K +$192K +2,575 New
TCM
683
Tufton Capital Management
Maryland
$212K +$192K +2,576 New
CWM
684
Connecticut Wealth Management
Connecticut
$212K +$192K +2,572 New
ANTB
685
AMG National Trust Bank
Colorado
$210K +$190K +2,547 New
AWS
686
Atria Wealth Solutions
New York
$210K +$190K +2,547 New
MCC
687
Money Concepts Capital
Florida
$209K +$190K +2,541 New
WOC
688
West Oak Capital
California
$209K +$206K +2,757 New
S
689
SignatureFD
Georgia
$208K +$184K +2,470 +4,660%
MAS
690
Meeder Advisory Services
Ohio
$207K +$188K +2,519 New
AEPWM
691
Atlantic Edge Private Wealth Management
Florida
$207K +$188K +2,513 New
VVP
692
Venture Visionary Partners
Ohio
$207K +$187K +2,511 New
EIA
693
Edgemoor Investment Advisors
Maryland
$206K +$187K +2,504 New
CCM
694
Cinctive Capital Management
New York
$206K +$187K +2,501 New
TH
695
TCTC Holdings
Texas
$204K +$185K +2,481 New
BSW
696
Buckingham Strategic Wealth
Missouri
$203K +$184K +2,466 New
CWM
697
Compass Wealth Management
Connecticut
$202K +$184K +2,458 New
Lazard Asset Management
698
Lazard Asset Management
New York
$202K +$184K +2,471 New
WFMPM
699
Woodley Farra Manion Portfolio Management
Indiana
$202K +$183K +2,449 New
HWP
700
Highline Wealth Partners
California
$201K +$182K +2,441 New