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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
LFG
901
Larson Financial Group
Missouri
$6.91K +$6.27K +84 New
TSWM
902
Tyler-Stone Wealth Management
Ohio
$6.25K +$5.67K +76 New
DEM
903
Disciplined Equity Management
Florida
$6.17K +$5.6K +75 New
FCT
904
First Community Trust
Iowa
$6.17K +$5.6K +75 New
JWA
905
JFS Wealth Advisors
Pennsylvania
$6.17K +$5.6K +75 New
GKIM
906
GW&K Investment Management
Massachusetts
$6K +$5K +67 New
OAJ
907
Ogorek Anthony Joseph
New York
$6K +$6.35K +85 New
NFA
908
Northwest Financial Advisors
Virginia
$5.68K +$5.15K +69 New
HCM
909
Highlander Capital Management
New Jersey
$5.43K +$4.93K +66 New
LFA
910
Level Financial Advisors
New York
$5.43K +$4.93K +66 New
AWM
911
Abound Wealth Management
Tennessee
$5.26K +$4.78K +64 New
BC
912
Barrett & Company
Rhode Island
$5.18K +$4.7K +63 New
Credit Agricole
913
Credit Agricole
France
$5.1K +$463K +6,203 New
PP
914
PFS Partners
New Jersey
$5.1K +$4.63K +62 New
APW
915
Acima Private Wealth
Virginia
$5.02K +$4.55K +61 New
FA
916
Financial Avengers
California
$5.02K +$4.55K +61 New
FMP
917
Financial Management Professionals
Texas
$5K -$3.88K -52 -46%
FWM
918
FSA Wealth Management
Massachusetts
$5K +$4.48K +60 New
IRC
919
Investors Research Corp
Georgia
$4.85K +$4.41K +59 New
PWMG
920
Prestige Wealth Management Group
New Jersey
$4.7K +$4.26K +57 New
TIM
921
Thompson Investment Management
Wisconsin
$4.61K +$4.18K +56 New
EBA
922
Eagle Bay Advisors
New York
$4.52K +$4.11K +55 New
TC
923
Trium Capital
United Kingdom
$4.47K +$4.06M +54,394 New
BWL
924
Bogart Wealth LLC
Virginia
$4.28K +$3.88K +52 New
TCA
925
Trifecta Capital Advisors
Illinois
$4.28K +$3.88K +52 New