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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
HWM
851
HighMark Wealth Management
Minnesota
$15.3K +$13.9K +186 New
PFSC
852
Peoples Financial Services Corp
Pennsylvania
$14.8K +$13.4K +180 New
EWA
853
EverSource Wealth Advisors
Alabama
$14.6K +$13.2K +177 New
DIP
854
DT Investment Partners
Pennsylvania
$14K +$13.4K +179 New
DAC
855
Dividend Assets Capital
South Carolina
$14K +$12.8K +172 New
LSA
856
Leonteq Securities AG
Switzerland
$13.7K +$12.5K +167 New
RFG
857
RFP Financial Group
Georgia
$12.8K +$11.6K +156 New
TC
858
Truvestments Capital
Florida
$12.8K +$11.6K +156 New
BCM
859
Blume Capital Management
California
$12.3K +$11.2K +150 New
FMTCOCP
860
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$10.6K +142 New
NBT
861
Northwest Bank & Trust
Iowa
$11.8K +$10.7K +143 New
SC
862
Solstein Capital
California
$11.6K +$10.5K +141 New
TFIPS
863
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.6K +$10.5K +141 New
PO
864
Private Ocean
California
$10.9K +$9.93K +133 New
JWM
865
Janiczek Wealth Management
Colorado
$10.5K +$9.56K +128 New
VCM
866
Versant Capital Management
Arizona
$10.4K +$9.41K +126 New
CWAF
867
Core Wealth Advisors (Florida)
Florida
$10.3K +$9.33K +125 New
HFS
868
Hantz Financial Services
Michigan
$10K +$8.74K +117 New
TCWA
869
Turtle Creek Wealth Advisors
Texas
$9.87K +$8.96K +120 New
DCM
870
Disciplina Capital Management
Tennessee
$9.79K +$8.88K +119 New
SWA
871
SOA Wealth Advisors
New York
$9.79K +$8.88K +119 New
CCA
872
Catalyst Capital Advisors
New York
$9.46K +$8.59K +115 New
KFI
873
Key Financial Inc
Pennsylvania
$9.46K +$8.59K +115 New
USB
874
Union Savings Bank
Connecticut
$9.46K +$8.59K +115 New
MAM
875
Marquette Asset Management
Minnesota
$9.38K +$8.51K +114 New