271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M
Name Holding Trade Value Shares
Change
Shares
Change %
RWPA
226
Richard W. Paul & Associates
Michigan
$31.6K
VCM
227
Versant Capital Management
Arizona
$30.8K
IA
228
IFP Advisors
Florida
$30.5K -$6.99K -170 -19%
Bessemer Group
229
Bessemer Group
New Jersey
$26K +$13.1K +325 +101%
HCP
230
Hexagon Capital Partners
Arkansas
$18.6K +$12.1K +293 +184%
GIS
231
Grayhawk Investment Strategies
Alberta, Canada
$18.1K
GEA
232
Glen Eagle Advisors
New Jersey
$16.4K
HPC
233
HM Payson & Co
Maine
$15.1K
HI
234
Harbour Investments
Wisconsin
$13.9K
GRP
235
Global Retirement Partners
California
$13.6K +$164 +4 +1%
CWP
236
Concord Wealth Partners
Virginia
$12.3K
CBT
237
CoreFirst Bank & Trust
Kansas
$12.3K
EWA
238
EverSource Wealth Advisors
Alabama
$12.3K +$5.18K +126 +73%
AF
239
Allworth Financial
California
$12K +$1.03K +25 +9%
PFA
240
Pathway Financial Advisers
Indiana
$12K
TFIPS
241
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.2K +$11.2K +272 New
FHA
242
First Horizon Advisors
Tennessee
$7.73K +$3.78K +92 +96%
TVAMP
243
Tennessee Valley Asset Management Partners
Tennessee
$6.95K +$6.95K +169 New
FFA
244
Farther Finance Advisors
California
$6.7K +$6.7K +163 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.03K +51 +51%
W
246
WealthCollab
Washington
$5.68K +$5.68K +138 New
BBHC
247
Brown Brothers Harriman & Co
New York
$5.47K
TCG
248
Transcendent Capital Group
Oklahoma
$5.1K +$5.1K +124 New
CFGS
249
Concourse Financial Group Securities
Alabama
$4.61K
NF
250
Norwood Financial
Pennsylvania
$4.61K