Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FORTREA HLDGS INC (FTRE)

328 + Investors. Track Smart Money conviction in FTRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — FTRE

Based on 341 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FTRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
341 funds currently hold this stock — 84% of the 3.0-year high of 406 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FTRE is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

175 buying151 selling
Last quarter: 175 funds bought or added vs 151 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FTRE position: 74 → 65 → 63 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 26% medium ■ 27% new
161 out of 341 hedge funds have held FTRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+103% value, -1% shares)

Value
+103%
Shares
-1%
Last quarter: total value of institutional FTRE holdings rose +103% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~69 new funds/quarter

72 → 74 → 65 → 63 → 69 new funds/Q
New funds entering each quarter: 74 → 65 → 63 → 69. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 15% 1-2yr ■ 31% new
Of 345 current holders: 186 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
50 of 341 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FTRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FTRE

In 2025 Q4, 175 hedge funds were net buyers of FTRE (69 opened a new position, 106 added to an existing one), while 151 reduced or exited (97 trimmed, 54 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 51% of total institutional value in FTRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 341.

Hedge Fund Ownership: FTRE

How many hedge funds hold FTRE — quarterly history vs. share price
Quarterly hedge fund ownership of FTRE vs. share price

Market Analysis: FTRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTRE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

50 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FTRE
2026 Q1 Stats Unlock in 2 days 328 + Investors

Track Smart Money conviction in FTRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 328 319 2.82%
13F Shares 95M 96M -1.11%
Total Value $1.65B $811M 103.06%
New Positions 65 62 +3
Increased Positions 104 81 +23
Closed Positions 55 66 -11
Reduced Positions 98 126 -28
Total Calls 3 6 -50.0%
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.33 0.67 Bullish

Statistics: FTRE

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Financial Highlights

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Institutional Holders (2026 Q1)

328 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of FTRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Health Investments LP 2.15% 1,307,560 $12.3M
2 Park West Asset Management LLC 1.80% 2,257,324 $21.3M
3 Corvex Management LP 1.74% 4,644,193 $43.7M
4 Ausbil Investment Management Ltd 1.39% 293,141 $2.8M
5 Olympiad Research LP 1.15% 39,967 $376K
6 Sessa Capital IM, L.P. 0.79% 4,593,550 $43.3M
7 Longaeva Partners L.P. 0.71% 2,046,727 $19.3M
8 PDT Partners, LLC 0.26% 473,507 $4.5M
9 Kerrisdale Advisers, LLC 0.26% 72,820 $686K
10 nVerses Capital, LLC 0.21% 24,379 $230K
11 BECK MACK & OLIVER LLC 0.18% 947,748 $8.9M
12 Cohen Capital Management, Inc. 0.18% 120,072 $1.1M
13 Gem Investment Advisors, LLC 0.17% 18,297 $172K
14 ALGERT GLOBAL LLC 0.16% 1,138,584 $11K
15 HAHN CAPITAL MANAGEMENT LLC 0.15% 26,167 $246K
16 Dynamic Technology Lab Private Ltd 0.15% 98,055 $924K
17 Cinctive Capital Management LP 0.11% 186,886 $1.8M
18 WINTON GROUP Ltd 0.10% 307,096 $2.9M
19 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0.10% 105,768 $996K
20 INTRUST BANK NA 0.09% 123,739 $1.2M
21 MetLife Investment Management, LLC 0.09% 1,805,184 $17.0M
22 Bradley & Co. Private Wealth Management, LLC 0.08% 16,384 $154K
23 Hillsdale Investment Management Inc. 0.08% 317,400 $3.0M
24 TWINBEECH CAPITAL LP 0.07% 72,282 $681K
25 State of Wyoming 0.06% 54,857 $517K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FORTREA HLDGS INC (FTRE)

What does the Smart Money Trend signal show for FTRE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FTRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FTRE?

Slight buying edge — 54% buying: Last quarter: 175 funds bought or added vs 151 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FTRE holders?

Elite ownership — 51% AUM from top-100 funds: 50 of 341 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FTRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FTRE?

47% of holders stayed for 2+ years: 161 out of 341 hedge funds have held FTRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.