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258 hedge funds and large institutions have $9.41B invested in Fortis in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more call options, than puts

Call options by funds: $35M | Put options by funds: $19.5M

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $8.96B → $9.41B (+$451M)

0% more funds holding

Funds holding: 257258 (+1)

1.58% less ownership

Funds ownership: 50.67%49.08% (-1.6%)

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
101
Reduced
77
Closed
23
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$30K
OSNBOA
227
Old Second National Bank of Aurora
Illinois
$27K +$26K +650 New
TH
228
TCTC Holdings
Texas
$20K
PFO
229
Pathstone Family Office
New Jersey
$19K +$18.4K +460 New
GWM
230
Geneos Wealth Management
Colorado
$18K -$26.1K -653 -59%
CI
231
CX Institutional
Indiana
$17K
TCOV
232
Trust Company of Vermont
Vermont
$16K
HPC
233
HM Payson & Co
Maine
$15K
APA
234
American Portfolios Advisors
New York
$14.9K
SFPG
235
Stonebridge Financial Planning Group
Florida
$14K
AIM
236
AIA Investment Management
Singapore
$14K +$1.32K +33 +11%
FHA
237
Flagship Harbor Advisors
Massachusetts
$12K +$120 +3 +1%
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
BC
239
Bartlett & Co
Ohio
$9K
OAJ
240
Ogorek Anthony Joseph
New York
$9K
BCWM
241
Bartlett & Co Wealth Management
Ohio
$8.71K
FPFS
242
First Personal Financial Services
North Carolina
$8K
SFS
243
Sowell Financial Services
Arkansas
$8K +$80 +2 +1%
WT
244
Whittier Trust
California
$7K
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$7K +$2.79K +70 +61%
AF
246
Allworth Financial
California
$6K
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$6K
CFGS
248
Concourse Financial Group Securities
Alabama
$5K
FHA
249
First Horizon Advisors
Tennessee
$5K
PB
250
Pinnacle Bancorp
Nebraska
$5K