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290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
226
Macquarie Group
Australia
$69.7K +$641 +15 +1%
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$67.7K
AA
228
Alta Advisers
United Kingdom
$67.2K +$63.2K +1,478 New
GIBU
229
Gulf International Bank (UK)
United Kingdom
$62K -$83.8K -1,961 -59%
NA
230
NewEdge Advisors
Louisiana
$61.6K +$43 +1 +0.1%
CAM
231
Clarity Asset Management
Iowa
$46.7K -$43 -1 -0.1%
BNP Paribas Financial Markets
232
BNP Paribas Financial Markets
France
$44.3K +$41.7K +976 New
EWA
233
EverSource Wealth Advisors
Alabama
$42K +$6.11K +143 +18%
RA
234
Rational Advisors
New York
$39.4K -$6.24K -146 -14%
SPIA
235
Steward Partners Investment Advisory
New York
$38K -$470 -11 -1%
RI
236
Ridgewood Investments
New Jersey
$36.3K -$684 -16 -2%
RWPA
237
Richard W. Paul & Associates
Michigan
$34.9K
VCM
238
Versant Capital Management
Arizona
$34.1K
HT
239
Headlands Technologies
Illinois
$33.1K +$31.2K +729 New
CHA
240
Carmichael Hill & Associates
Maryland
$27.5K -$7.39K -173 -22%
DMIC
241
Dixon Mitchell Investment Counsel
British Columbia, Canada
$23.2K -$43K -1,007 -66%
HCP
242
Hexagon Capital Partners
Arkansas
$21.4K +$2.39K +56 +13%
AF
243
Allworth Financial
California
$20.8K +$4.53K +106 +30%
HPC
244
HM Payson & Co
Maine
$16.7K
FFA
245
Farther Finance Advisors
California
$16.4K +$3.38K +79 +28%
Bessemer Group
246
Bessemer Group
New Jersey
$16K -$13.7K -321 -48%
HI
247
Harbour Investments
Wisconsin
$15.4K
FHA
248
First Horizon Advisors
Tennessee
$14K +$4.45K +104 +51%
CWP
249
Concord Wealth Partners
Virginia
$13.6K
CBT
250
CoreFirst Bank & Trust
Kansas
$13.6K +$12.8K +300 New