270 hedge funds and large institutions have $10.4B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
40
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Shares
Change %
AIL
226
AGF Investments LLC
Ontario, Canada
$58K
WEC
227
Winslow Evans & Crocker
Massachusetts
$54K
Simplex Trading
228
Simplex Trading
Illinois
$51K +$51K +1,230 New
GWM
229
Geneos Wealth Management
Colorado
$45K
FGAM
230
Financial Gravity Asset Management
Texas
$42K -$351K -410 -89%
RWA
231
Ropes Wealth Advisors
Massachusetts
$42K
PA
232
Parallel Advisors
California
$36K -$4.68K -113 -12%
AIM
233
AIA Investment Management
Singapore
$34K +$15K +364 +79%
SCA
234
Stonebridge Capital Advisors
Minnesota
$33K
CLOS
235
Compagnie Lombard Odier SCmA
Switzerland
$31K
VCM
236
Versant Capital Management
Arizona
$31K
SPIA
237
Steward Partners Investment Advisory
New York
$30K +$1.98K +49 +7%
SSB
238
Sandy Spring Bank
Maryland
$20K
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$1.32K +31 +7%
CI
240
CX Institutional
Indiana
$17K
FHA
241
Flagship Harbor Advisors
Massachusetts
$17K +$170 +4 +1%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$17K +$417 +10 +3%
LWM
243
Lenox Wealth Management
Ohio
$16K -$2.36K -58 -13%
TCOV
244
Trust Company of Vermont
Vermont
$16K
APA
245
American Portfolios Advisors
New York
$15.2K
HPC
246
HM Payson & Co
Maine
$15K
SFPG
247
Stonebridge Financial Planning Group
Florida
$14K +$14K +338 New
AWA
248
Artemis Wealth Advisors
New York
$13.8K +$13.8K +332 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$11K +$11K +258 New
FPFS
250
First Personal Financial Services
North Carolina
$9K -$1.7K -39 -16%