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275 hedge funds and large institutions have $10.1B invested in Fortis in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
100
Reduced
92
Closed
25
Calls
$17.3M
Puts
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$63K -$241K -5,357 -79%
PA
227
Parallel Advisors
California
$60K +$22.1K +490 +57%
SPIA
228
Steward Partners Investment Advisory
New York
$55K -$14.1K -312 -20%
EVM
229
Eaton Vance Management
Massachusetts
$49K +$49.8K +1,106 New
Credit Agricole
230
Credit Agricole
France
$48K +$8.11K +180 +20%
ASN
231
Advisory Services Network
Georgia
$45K +$46K +1,021 New
FGAM
232
Financial Gravity Asset Management
Texas
$44K
LC
233
Lindbrook Capital
California
$41K +$811 +18 +2%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$33K
VCM
235
Versant Capital Management
Arizona
$33K
HI
236
Harbour Investments
Wisconsin
$30K
AWA
237
Arkadios Wealth Advisors
Georgia
$29K +$135 +3 +0.5%
APA
238
American Portfolios Advisors
New York
$25.4K
AF
239
Advisornet Financial
Minnesota
$22K
GWM
240
Geneos Wealth Management
Colorado
$22K
TH
241
TCTC Holdings
Texas
$22K
SFP
242
Sterling Financial Planning
New Jersey
$22K +$22.5K +500 New
CI
243
CX Institutional
Indiana
$18K
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
HPC
245
HM Payson & Co
Maine
$16K
AIL
246
AGF Investments LLC
Ontario, Canada
$13K -$22.2K -493 -63%
CWP
247
Concord Wealth Partners
Virginia
$13K
TFIPS
248
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12K
BBL
249
Beck Bode LLC
Massachusetts
$12K +$12.5K +278 New
MGIM
250
M&G Investment Management
United Kingdom
$11.7K +$376K +8,340 +3%