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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
PWA
926
Provenance Wealth Advisors
Florida
$3.06K
HIIFS
927
Harel Insurance Investments & Financial Services
Israel
$3K -$7.17K -75 -73%
TFGT
928
TS Financial Group (TSFG)
Illinois
$3K
GJIA
929
Glass Jacobson Investment Advisors
Maryland
$2.87K
AP
930
Aspect Partners
Virginia
$2.86K -$191 -2 -6%
BCM
931
Birch Capital Management
Texas
$2.86K
EPW
932
Evergreen Private Wealth
Colorado
$2.86K
PA
933
Pineridge Advisors
Missouri
$2.86K
CAS
934
Coppell Advisory Solutions
Texas
$2.86K +$2.87K +30 New
MCA
935
Maryland Capital Advisors
Maryland
$2.67K
LCM
936
Logan Capital Management
Pennsylvania
$2.67K
HGA
937
Hobbs Group Advisors
South Carolina
$2.67K +$2.68K +28 New
CCA
938
Criterion Capital Advisors
Tennessee
$2.58K
W
939
WealthCollab
Washington
$2.48K
TIM
940
Tortoise Investment Management
New York
$2.48K -$478 -5 -16%
PFSC
941
Peoples Financial Services Corp
Pennsylvania
$2.48K
DWA
942
Delos Wealth Advisors
Texas
$2.39K
RWM
943
Ruedi Wealth Management
Illinois
$2.29K +$1.72K +18 +300%
CSB
944
City State Bank
Iowa
$2.2K
MSG
945
Main Street Group
Virginia
$2.1K
PCM
946
Penserra Capital Management
California
$2K
AA
947
AlphaMark Advisors
Kentucky
$2K +$2.39K +25 New
AW
948
Avion Wealth
Texas
$2K +$2.49K +26 +867%
GWSG
949
GPS Wealth Strategies Group
Colorado
$1.91K -$1.15K -12 -38%
PCWA
950
Pacific Capital Wealth Advisors
California
$1.91K