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Veralto

1,047 hedge funds and large institutions have $25.3B invested in Veralto in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 354 increasing their positions, 400 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $236M | Put options by funds: $30.7M

76% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $21.8B → $25.3B (+$3.47B)

4% more funds holding

Funds holding: 1,0081,047 (+39)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.86% less ownership

Funds ownership: 92.66%91.8% (-0.86%)

12% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 400

Holders
1,047
Holders Change
+39
Holders Change %
+3.87%
% of All Funds
15.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
116
Increased
354
Reduced
400
Closed
66
Calls
$236M
Puts
$30.7M
Net Calls
+$205M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1026
Valued Wealth Advisors
Utah
$449
NC
1027
NewSquare Capital
Pennsylvania
$447
OP
1028
ORG Partners
Indiana
$446 -$106 -1 -20%
NRG
1029
Nemes Rush Group
Michigan
$443
PIS
1030
POM Investment Strategies
North Carolina
$336 -$1.27K -12 -80%
TAM
1031
Tucker Asset Management
Colorado
$336
PS
1032
Planned Solutions
California
$336 +$317 +3 New
RWPA
1033
Richard W. Paul & Associates
Michigan
$224 -$528 -5 -71%
RFS
1034
Richardson Financial Services
Massachusetts
$207 +$106 +1 +100%
BMC
1035
Bear Mountain Capital
Washington
$113
CIAS
1036
CBIZ Investment Advisory Services
Ohio
$112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1037
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112
IWP
1038
IAG Wealth Partners
Wisconsin
$112
SIC
1039
SJS Investment Consulting
Ohio
$112
FPFS
1040
First Personal Financial Services
North Carolina
$112 +$106 +1 New
FCM
1041
Fourpath Capital Management
Oklahoma
$112 +$106 +1 New
MFG
1042
Mendota Financial Group
Wisconsin
$112 +$106 +1 New
PGAM
1043
Princeton Global Asset Management
New Jersey
$112 +$106 +1 New
GWP
1044
Gen-Wealth Partners
Michigan
$103
CB
1045
Centennial Bank
Arkansas
$37
DWM
1046
Dogwood Wealth Management
Kansas
$3
MFA
1047
McClarren Financial Advisors
Pennsylvania
$1 -$8.35K -79 -83%
CMP
1048
Coston McIsaac & Partners
Maine
$1
TC
1049
TwinBeech Capital
New York
-$27.7M -290,411 Closed
Capital World Investors
1050
Capital World Investors
California
-$19M -198,614 Closed