262 hedge funds and large institutions have $9.23B invested in Fortis in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
Holders Change %
0%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
26
Increased
95
Reduced
95
Closed
24
Calls
$24.7M
Puts
$12.5M
Net Calls
+$12.2M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
226
Financial Gravity Asset Management
Texas
$24K +$1.35K +35 +6%
SPIA
227
Steward Partners Investment Advisory
New York
$24K +$24K +617 New
HWA
228
Heritage Wealth Advisors
Virginia
$23.5K
NFG
229
Next Financial Group
Texas
$21K +$21K +526 New
SSB
230
Sandy Spring Bank
Maryland
$19K
LWM
231
Lenox Wealth Management
Ohio
$17K
CI
232
CX Institutional
Indiana
$16K
TCOV
233
Trust Company of Vermont
Vermont
$16K
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$848 +22 +6%
PCP
235
Proficio Capital Partners
Massachusetts
$16K +$4.75K +122 +42%
CAL
236
Capital Analysts LLC
Pennsylvania
$15K
FHA
237
First Horizon Advisors
Tennessee
$15K
HPC
238
HM Payson & Co
Maine
$15K +$15K +368 New
APA
239
American Portfolios Advisors
New York
$14.5K
CSS
240
Cubist Systematic Strategies
Connecticut
$14K -$1.05M -25,800 -99%
MWM
241
Mascoma Wealth Management
New Hampshire
$14K
FHA
242
Flagship Harbor Advisors
Massachusetts
$13K +$7.71K +201 +146%
TCM
243
Tradewinds Capital Management
Washington
$12K
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$8K +$8K +197 New
WT
245
Whittier Trust
California
$7K
CFGS
246
Concourse Financial Group Securities
Alabama
$7K +$2.81K +75 +67%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$6K
AF
248
Allworth Financial
California
$6K
AIS
249
AlphaOne Investment Services
Pennsylvania
$5K
OIA
250
OneDigital Investment Advisors
Kansas
$5K