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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
NS
676
NBC Securities
Alabama
$223K +$42.4K +443 +23%
FFM
677
Forum Financial Management
Illinois
$221K -$3.16K -33 -1%
ACC
678
Acorn Creek Capital
Colorado
$219K +$219K +2,295 New
SB
679
Strategic Blueprint
Georgia
$219K +$219K +2,292 New
EWM
680
Evercore Wealth Management
New York
$218K -$334K -3,488 -60%
B
681
Bailard
California
$217K +$218K +2,278 New
AWS
682
Atria Wealth Solutions
New York
$216K -$25.6K -268 -11%
TCOV
683
Trust Company of Vermont
Vermont
$216K +$7.46K +78 +4%
CH
684
Canton Hathaway
Rhode Island
$216K -$146K -1,523 -40%
CAL
685
Capital Analysts LLC
Pennsylvania
$216K -$34.9K -365 -14%
HIA
686
Harbor Investment Advisory
Maryland
$214K -$12.6K -132 -6%
BSW
687
Buckingham Strategic Wealth
Missouri
$214K -$12.4K -130 -5%
TC
688
TownSquare Capital
Utah
$213K -$41.5K -434 -16%
PTC
689
Private Trust Company
Ohio
$211K -$22.9K -239 -10%
HWM
690
HB Wealth Management
Georgia
$211K +$212K +2,212 New
FFA
691
Farther Finance Advisors
California
$210K +$88.9K +930 +73%
GC
692
Grimes & Company
Massachusetts
$208K +$208K +2,175 New
NP
693
NorthRock Partners
Minnesota
$207K +$207K +2,164 New
MS
694
Marshall & Sullivan
Washington
$206K -$81.1K -848 -28%
STA
695
Summit Trail Advisors
New York
$206K +$206K +2,155 New
CPIG
696
Chicago Partners Investment Group
Illinois
$205K +$183K +1,914 New
MMM
697
Mendel Money Management
Illinois
$202K -$60.8K -636 -23%
AWM
698
AE Wealth Management
Kansas
$202K +$203K +2,118 New
OCM
699
One Capital Management
California
$202K +$203K +2,118 New
PAM
700
Palisade Asset Management
Minnesota
$202K -$6.03K -63 -3%