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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
CFFP
926
Center for Financial Planning
Michigan
$4.11K +$3.73K +50 New
FMB
927
Field & Main Bank
Kentucky
$4.11K +$3.73K +50 New
PCA
928
Providence Capital Advisors
North Carolina
$4.03K +$3.66K +49 New
MCM
929
MidAtlantic Capital Management
Virginia
$3.95K +$3.58K +48 New
AFS
930
Annapolis Financial Services
Maryland
$3.87K +$3.51K +47 New
CFD
931
Creative Financial Designs
Indiana
$3.87K +$3.51K +47 New
KA
932
Kozak & Associates
Colorado
$3.73K -$373 -5 -9%
BFPW
933
BOK Financial Private Wealth
Colorado
$3.71K +$3.36K +45 New
AFIA
934
America First Investment Advisors
Nebraska
$3.62K +$3.29K +44 New
CTB
935
Country Trust Bank
Illinois
$3.62K +$3.29K +44 New
SIS
936
Sound Income Strategies
Florida
$3.62K +$3.29K +44 New
CPA
937
Clear Point Advisors
New York
$3.37K +$3.06K +41 New
DF
938
Dunhill Financial
United Kingdom
$3.37K +$3.06K +41 New
BNP Paribas Financial Markets
939
BNP Paribas Financial Markets
France
$3.3K +$2.99K +40 New
MCM
940
MV Capital Management
Maryland
$3.29K +$2.99K +40 New
CWP
941
Concord Wealth Partners
Virginia
$3.29K +$2.99K +40 New
MFT
942
Moisand Fitzgerald Tamayo
Florida
$3.21K -$1.72K -23 -37%
SC
943
Steph & Co
Wisconsin
$3.21K +$2.91K +39 New
OIAM
944
OFI Invest Asset Management
France
$3.2K +$3.21K +43 New
CMA
945
Cedar Mountain Advisors
Oregon
$3.13K -$2.02K -27 -42%
POIA
946
Pin Oak Investment Advisors
Texas
$3K -$747 -10 -22%
RDIA
947
RE Dickinson Investment Advisors
Iowa
$3K +$2.46K +33 New
GEA
948
Glen Eagle Advisors
New Jersey
$2.96K +$2.69K +36 New
CIA
949
Cape Investment Advisory
Georgia
$2.8K +$2.54K +34 New
FP
950
Financial Perspectives
Minnesota
$2.71K +$2.46K +33 New