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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
NC
1026
NewSquare Capital
Pennsylvania
$329 +$299 +4 New
OLVIG
1027
Oliver Lagore Vanvalin Investment Group
Michigan
$329 +$299 +4 New
RFS
1028
Richardson Financial Services
Massachusetts
$329 +$299 +4 New
TWP
1029
TFO Wealth Partners
Ohio
$329 +$299 +4 New
CAM
1030
Creekmur Asset Management
Illinois
$247 +$224 +3 New
LA
1031
LM Advisors
California
$247 +$224 +3 New
PS
1032
Planned Solutions
California
$247 +$224 +3 New
PIS
1033
POM Investment Strategies
North Carolina
$247 +$224 +3 New
TCCM
1034
Timber Creek Capital Management
Massachusetts
$246 +$224 +3 New
GA
1035
GoalVest Advisory
New York
$165 +$149 +2 New
FGAM
1036
Financial Gravity Asset Management
Texas
$106
SIC
1037
SJS Investment Consulting
Ohio
$83 +$75 +1 New
CP
1038
Castleview Partners
Texas
$82 +$75 +1 New
IWP
1039
IAG Wealth Partners
Wisconsin
$82 +$75 +1 New
IPW
1040
Impact Partnership Wealth
Georgia
$82 +$75 +1 New
IIM
1041
Intact Investment Management
Quebec, Canada
$82 +$75 +1 New
BMC
1042
Bear Mountain Capital
Washington
$75 +$75 +1 New
DWM
1043
Dogwood Wealth Management
Kansas
$3
FPCG
1044
Fort Pitt Capital Group
Pennsylvania
-$4.9M -57,891 Closed
BWC
1045
Blue Whale Capital
United Kingdom
-$3.38M -40,000 Closed
SCP
1046
Sandhill Capital Partners
New York
-$2.84M -33,307 Closed
FFA
1047
First Foundation Advisors
California
-$2.65M -31,348 Closed
FIA
1048
FNY Investment Advisers
New York
-$2M -26,833 -100%
Verition Fund Management
1049
Verition Fund Management
Connecticut
-$2.11M -25,000 Closed
ICP
1050
Ironvine Capital Partners
Nebraska
-$1.84M -21,712 Closed