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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
NMG
1001
New Millennium Group
Utah
$658 +$597 +8 New
PAG
1002
Paladin Advisory Group
Iowa
$658 +$597 +8 New
RP
1003
Raelipskie Partnership
Ontario, Canada
$658 +$597 +8 New
TLA
1004
Tanglewood Legacy Advisors
Texas
$658 +$597 +8 New
WAS
1005
Winch Advisory Services
Wisconsin
$658 +$597 +8 New
YAL
1006
Your Advocates Ltd
Texas
$658 +$597 +8 New
DCBT
1007
Dakota Community Bank & Trust
North Dakota
$576 +$523 +7 New
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$576 +$523 +7 New
OCM
1009
Osterweis Capital Management
California
$576 +$523 +7 New
RFG
1010
REAP Financial Group
Texas
$576 +$523 +7 New
CCM
1011
Chilton Capital Management
Texas
$494 +$448 +6 New
JFA
1012
JNBA Financial Advisors
Minnesota
$494 +$448 +6 New
LIM
1013
Longfellow Investment Management
Massachusetts
$494 +$448 +6 New
PCFFS
1014
Pacific Center for Financial Services
California
$494 +$448 +6 New
RWM
1015
Ruedi Wealth Management
Illinois
$494 +$448 +6 New
WWM
1016
Wolff Wiese Magana
California
$494 +$448 +6 New
NRG
1017
Nemes Rush Group
Michigan
$412 +$373 +5 New
OSNBOA
1018
Old Second National Bank of Aurora
Illinois
$411 +$373 +5 New
PGAM
1019
Princeton Global Asset Management
New Jersey
$411 +$373 +5 New
OP
1020
ORG Partners
Indiana
$410 +$373 +5 New
BAM
1021
Byrne Asset Management
New Jersey
$333 +$299 +4 New
CTWM
1022
Cherry Tree Wealth Management
Minnesota
$330 +$299 +4 New
AIC
1023
Archer Investment Corporation
Indiana
$329 +$299 +4 New
DWMG
1024
DB Wealth Management Group
California
$329 +$299 +4 New
FWM
1025
Focused Wealth Management
New York
$329 +$299 +4 New