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Fortis
FTS

Overview Fund Activity

264 hedge funds and large institutions have $9.1B invested in Fortis in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+7
Holders Change %
+2.72%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
95
Reduced
96
Closed
20
Calls
$2.72M
Puts
$9.09M
Net Calls
-$6.36M
Net Calls Change
-$21.9M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$473M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$288M
3
OAC
OMERS Administration Corp
Ontario, Canada
$57.4M
4
Norges Bank
Norges Bank
Norway
$191M
5
VPI
Value Partners Investments
Manitoba, Canada
$41.6M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$364M
2
GQG Partners
GQG Partners
Florida
$0
3
Citadel Advisors
Citadel Advisors
Florida
$1.17M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$8.19M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Versant Capital Management
Arizona
$30K – – –
FC
227
FORA Capital
Florida
$23K -$78.7K -1,967 -77%
GWM
228
Geneos Wealth Management
Colorado
$21K +$2.1K +50 +11%
TH
229
TCTC Holdings
Texas
$20K – – –
CI
230
CX Institutional
Indiana
$17K – – –
FF
231
FourThought Financial
Florida
$17K +$17K +437 New
HPC
232
HM Payson & Co
Maine
$15K – – –
APA
233
American Portfolios Advisors
New York
$15K – – –
SFPG
234
Stonebridge Financial Planning Group
Florida
$14K – – –
CWP
235
Concord Wealth Partners
Virginia
$12K +$12K +300 New
TFIPS
236
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.1K +$11.1K +272 New
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
MGIM
238
M&G Investment Management
United Kingdom
$10.5K +$783 +19,164 +8%
IAIM
239
International Assets Investment Management
Florida
$10K +$10K +234 New
AWA
240
Arkadios Wealth Advisors
Georgia
$10K +$10K +250 New
OAJ
241
Ogorek Anthony Joseph
New York
$9K – – –
BC
242
Bartlett & Co
Ohio
$9K – – –
BCWM
243
Bartlett & Co Wealth Management
Ohio
$8.71K – – –
FPFS
244
First Personal Financial Services
North Carolina
$8K – – –
SFS
245
Sowell Financial Services
Arkansas
$8K +$80 +2 +1%
WT
246
Whittier Trust
California
$7K – – –
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$7K +$220 +6 +3%
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7K +180 New
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
AF
250
Allworth Financial
California
$6K – – –
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