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Fortis
FTS

Overview Fund Activity

245 hedge funds and large institutions have $7.39B invested in Fortis in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
5.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
24
Increased
84
Reduced
94
Closed
29
Calls
$10.3M
Puts
$5.96M
Net Calls
+$4.31M
Net Calls Change
-$15.4M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$90.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.11B
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$34.6M
4
Citadel Advisors
Citadel Advisors
Florida
$33.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$31.2M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$222M
2
UBS AM
UBS AM
Illinois
$981K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$784M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.65M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
226
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$5.41K +169 +151%
AssetMark Inc
227
AssetMark Inc
California
$8K – – –
PA
228
Parallel Advisors
California
$7K +$65 +2 +0.9%
LWM
229
Lenox Wealth Management
Ohio
$6K -$67.1K -1,992 -92%
WT
230
Whittier Trust
California
$6K – – –
WWM
231
Wagner Wealth Management
South Carolina
$6K – – –
AF
232
Allworth Financial
California
$5K -$4.15K -131 -45%
SWM
233
SeaCrest Wealth Management
New York
$5K – – –
FHA
234
Flagship Harbor Advisors
Massachusetts
$4K -$9.41K -320 -70%
AIS
235
AlphaOne Investment Services
Pennsylvania
$4K – – –
OIA
236
OneDigital Investment Advisors
Kansas
$4K – – –
WEC
237
Winslow Evans & Crocker
Massachusetts
$4K – – –
GAM
238
Gemmer Asset Management
California
$3K – – –
FPFS
239
First Personal Financial Services
North Carolina
$3K +$404 +12 +16%
MA
240
MUFG Americas
New York
$2K -$4.79K -134 -71%
SC
241
Sawyer & Company
Massachusetts
$2K – – –
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
DWM
243
Destination Wealth Management
California
$1K +$1K +22 New
BNP Paribas Financial Markets
244
BNP Paribas Financial Markets
France
$486 – – –
Envestnet Asset Management
245
Envestnet Asset Management
Illinois
– -$10.5M -328,836 Closed
UCFA
246
United Capital Financial Advisors
Texas
– -$10.2M -320,432 Closed
CC
247
Covalis Capital
United Kingdom
– -$5.51M -172,482 Closed
MWNA
248
Marshall Wace North America
New York
– -$4.3M -134,611 Closed
Marshall Wace
249
Marshall Wace
United Kingdom
– -$3.66M -114,600 Closed
SSA
250
Schonfeld Strategic Advisors
New York
– -$1.34M -42,034 Closed
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