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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
RIM
951
Rockbridge Investment Management
New York
$2.71K +$2.46K +33 New
DFA
952
DHJJ Financial Advisors
Illinois
$2.63K +$2.39K +32 New
AP
953
Aspect Partners
Virginia
$2.63K +$2.39K +32 New
GWSG
954
GPS Wealth Strategies Group
Colorado
$2.63K +$2.39K +32 New
KWAG
955
Kiely Wealth Advisory Group
North Carolina
$2.48K +$2.39K +32 New
EPW
956
Evergreen Private Wealth
Colorado
$2.47K +$2.24K +30 New
GJIA
957
Glass Jacobson Investment Advisors
Maryland
$2.47K +$2.24K +30 New
FFA
958
Frazier Financial Advisors
Ohio
$2.3K +$2.09K +28 New
MCA
959
Maryland Capital Advisors
Maryland
$2.3K +$2.09K +28 New
BGAI
960
Bruce G. Allen Investments
Colorado
$2.3K +$2.09K +28 New
HGA
961
Hobbs Group Advisors
South Carolina
$2.3K +$2.09K +28 New
LCM
962
Logan Capital Management
Pennsylvania
$2.3K +$2.09K +28 New
NCM
963
Northwest Capital Management
Oregon
$2.3K +$2.09K +28 New
W
964
WealthCollab
Washington
$2.14K +$1.94K +26 New
SC
965
Stephens Consulting
Michigan
$2.06K +$1.87K +25 New
T
966
Tidemark
California
$2.06K +$1.87K +25 New
CAS
967
Coppell Advisory Solutions
Texas
$2.06K +$1.87K +25 New
CSB
968
City State Bank
Iowa
$2K +$1.72K +23 New
TIM
969
Tortoise Investment Management
New York
$1.81K +$1.64K +22 New
MSG
970
Main Street Group
Virginia
$1.81K +$1.64K +22 New
PCWA
971
Pacific Capital Wealth Advisors
California
$1.65K +$1.49K +20 New
RG
972
Retirement Group
California
$1.65K +$1.49K +20 New
LAM
973
Lummis Asset Management
Texas
$1.56K +$1.42K +19 New
ACA
974
Atlas Capital Advisors
Wyoming
$1.56K +$1.42K +19 New
BWM
975
BKM Wealth Management
Wisconsin
$1.56K +$1.42K +19 New