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425 hedge funds and large institutions have $4.06B invested in Vontier in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 117 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

199% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $3.31M

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

42% more capital invested

Capital invested by funds: $2.86B → $4.06B (+$1.2B)

3% more funds holding

Funds holding: 412425 (+13)

1.19% more ownership

Funds ownership: 94.41%95.6% (+1.2%)

19% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 145

Holders
425
Holders Change
+13
Holders Change %
+3.16%
% of All Funds
6.77%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.1%
New
60
Increased
117
Reduced
145
Closed
42
Calls
$9.92M
Puts
$3.31M
Net Calls
+$6.61M
Net Calls Change
+$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$433M -$3.24M -134,080 -0.8%
BlackRock
2
BlackRock
New York
$383M -$3.24M -133,908 -0.9%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$208M +$24.7M +1,021,095 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$198M -$25M -1,036,347 -13%
PI
5
Putnam Investments
Massachusetts
$194M -$234K -9,666 -0.1%
State Street
6
State Street
Massachusetts
$130M +$5.54M +229,362 +5%
RRAM
7
River Road Asset Management
Kentucky
$91.7M -$1.09M -45,276 -1%
Artisan Partners
8
Artisan Partners
Wisconsin
$82.6M -$4.25M -175,789 -5%
American Century Companies
9
American Century Companies
Missouri
$80.3M -$19.1M -790,742 -21%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$66.2M -$250K -10,353 -0.4%
TCAM
11
Turtle Creek Asset Management
Ontario, Canada
$65.7M +$56.7M +2,344,168 +4,077%
TSW
12
Thompson Siegel & Walmsley
Virginia
$63.5M -$13.1M -540,970 -19%
AIA
13
Avalon Investment & Advisory
Texas
$62.3M +$16.7M +690,283 +43%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$60.2M +$1.53M +63,221 +3%
AQR Capital Management
15
AQR Capital Management
Connecticut
$58.3M -$13.6M -561,977 -21%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$55.3M +$2.71M +112,204 +6%
ACA
17
Anchor Capital Advisors
Massachusetts
$54.7M +$1.26M +52,308 +3%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$51.3M -$15.4M -636,153 -25%
Select Equity Group
19
Select Equity Group
New York
$50M +$44.2M +1,829,153 New
KP
20
Kiltearn Partners
United Kingdom
$47.7M -$5.22M -215,800 -11%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$47.4M -$2.06M -85,100 -5%
N
22
Nuveen
North Carolina
$47.4M -$8.67M -358,908 -17%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$47.3M +$4.59M +190,051 +12%
RA
24
Royce & Associates
New York
$44.6M -$8.16M -337,711 -17%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$43.7M -$8.88M -367,476 -19%

VNT Hedge Fund Activity: Q1 2023 in Review

425 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vontier (VNT) for Q1 2023, worth a combined $4.06B — up 42% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VNT positions and 42 closed out — a net gain of 18 holders — while 117 added to existing stakes and 145 trimmed.

The largest buyer was Turtle Creek Asset Management, adding an estimated $56.7M. The largest seller was Adage Capital Partners, cutting an estimated $32.7M.

  • 425 institutional investors held Vontier (VNT) as of Q1 2023, up from 412 in Q4 2022.
  • Funds reported $4.06B of Vontier stock for Q1 2023, up 42% quarter-over-quarter.
  • 60 funds opened new Vontier positions in Q1 2023 and 42 closed out, a net change of +18 holders.
  • The largest Vontier buyer in Q1 2023 was Turtle Creek Asset Management, an estimated $56.7M added.
  • The largest Vontier seller in Q1 2023 was Adage Capital Partners, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2023.