274 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
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
4.78%
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
$2.45M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
Parallel Advisors
California
$60K +$21.8K +490 +57%
SPIA
227
Steward Partners Investment Advisory
New York
$55K -$13.7K -312 -20%
EVM
228
Eaton Vance Management
Massachusetts
$49K +$49K +1,106 New
Credit Agricole
229
Credit Agricole
France
$48K +$7.88K +180 +20%
ASN
230
Advisory Services Network
Georgia
$45K +$45K +1,021 New
FGAM
231
Financial Gravity Asset Management
Texas
$44K
LC
232
Lindbrook Capital
California
$41K +$794 +18 +2%
VCM
233
Versant Capital Management
Arizona
$33K
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$33K
HI
235
Harbour Investments
Wisconsin
$30K
AWA
236
Arkadios Wealth Advisors
Georgia
$29K +$130 +3 +0.5%
APA
237
American Portfolios Advisors
New York
$25.4K
AF
238
Advisornet Financial
Minnesota
$22K
TH
239
TCTC Holdings
Texas
$22K
GWM
240
Geneos Wealth Management
Colorado
$22K
SFP
241
Sterling Financial Planning
New Jersey
$22K +$22K +500 New
CI
242
CX Institutional
Indiana
$18K
HPC
243
HM Payson & Co
Maine
$16K
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
AIL
245
AGF Investments LLC
Ontario, Canada
$13K -$22.5K -493 -63%
CWP
246
Concord Wealth Partners
Virginia
$13K
TFIPS
247
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12K
BBL
248
Beck Bode LLC
Massachusetts
$12K +$12K +278 New
MGIM
249
M&G Investment Management
United Kingdom
$11.7K +$370 +8,340 +3%
ETC
250
Exchange Traded Concepts
Oklahoma
$11K +$11K +242 New