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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
DMIC
976
Dixon Mitchell Investment Counsel
British Columbia, Canada
$860 -$2.29K -24 -73%
NECFA
977
New England Capital Financial Advisors
Connecticut
$766
PAG
978
Paladin Advisory Group
Iowa
$764
TLA
979
Tanglewood Legacy Advisors
Texas
$764
YAL
980
Your Advocates Ltd
Texas
$764
RFG
981
REAP Financial Group
Texas
$670
TCA
982
Trifecta Capital Advisors
Illinois
$669
GJWM
983
Gilliland Jeter Wealth Management
Arkansas
$668
RWPA
984
Richard W. Paul & Associates
Michigan
$668
PCFFS
985
Pacific Center for Financial Services
California
$573
WWM
986
Wolff Wiese Magana
California
$573
NRG
987
Nemes Rush Group
Michigan
$477
OP
988
ORG Partners
Indiana
$476 +$478 +5 New
WIA
989
Wetzel Investment Advisors
Indiana
$443
VWA
990
Valued Wealth Advisors
Utah
$383
WAS
991
Winch Advisory Services
Wisconsin
$383
NC
992
NewSquare Capital
Pennsylvania
$382
AAG
993
Armstrong Advisory Group
Massachusetts
$287 +$287 +3 New
TAM
994
Tucker Asset Management
Colorado
$286
FNWA
995
Financial Network Wealth Advisors
Utah
$286 +$287 +3 New
UWS
996
Unique Wealth Strategies
Illinois
$266 +$287 +3 New
HH
997
HWG Holdings
Texas
$191 +$191 +2 New
IWA
998
IBEX Wealth Advisors
New Jersey
$191 +$191 +2 New
BMC
999
Bear Mountain Capital
Washington
$99
CIAS
1000
CBIZ Investment Advisory Services
Ohio
$96