281 hedge funds and large institutions have $10.2B invested in Fortis in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 22 closing their positions.

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
98
Reduced
100
Closed
22
Calls
$68.4M
Puts
$31.6M
Net Calls
+$36.8M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$48.8K -$3.36K -85 -6%
LWANC
227
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.2K
IA
228
IFP Advisors
Florida
$45K +$15.7K +398 +54%
RA
229
Rational Advisors
New York
$42.5K
GIS
230
Grayhawk Investment Strategies
Alberta, Canada
$40.4K +$22.6K +423 +127%
Bessemer Group
231
Bessemer Group
New Jersey
$40K +$14K +346 +54%
CAM
232
Clarity Asset Management
Iowa
$37.7K -$158 -4 -0.4%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$35.4K +$35.4K +900 New
CHA
234
Carmichael Hill & Associates
Maryland
$30.8K
RWPA
235
Richard W. Paul & Associates
Michigan
$30.4K
VCM
236
Versant Capital Management
Arizona
$29.6K
EWA
237
EverSource Wealth Advisors
Alabama
$26.2K +$14.5K +368 +123%
HCP
238
Hexagon Capital Partners
Arkansas
$18.5K +$672 +17 +4%
GWP
239
Gen-Wealth Partners
Michigan
$18.1K +$18.1K +459 New
HPC
240
HM Payson & Co
Maine
$14.5K
HI
241
Harbour Investments
Wisconsin
$13.4K
GRP
242
Global Retirement Partners
California
$13.3K +$119 +3 +0.9%
CWP
243
Concord Wealth Partners
Virginia
$11.9K
CBT
244
CoreFirst Bank & Trust
Kansas
$11.9K
TFIPS
245
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.7K
AF
246
Allworth Financial
California
$10.6K -$988 -25 -9%
MSC
247
MUFG Securities (Canada)
New York
$10.1K +$10.1K +255 New
FCA
248
FinTrust Capital Advisors
South Carolina
$8.89K +$8.89K +225 New
Optiver Holding
249
Optiver Holding
Netherlands
$7.78K +$7.78K +197 New
FHA
250
First Horizon Advisors
Tennessee
$7.43K