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Fortis
FTS

Overview Fund Activity

262 hedge funds and large institutions have $8.63B invested in Fortis in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
94
Reduced
90
Closed
27
Calls
$92.5M
Puts
$28.5M
Net Calls
+$64M
Net Calls Change
+$50.1M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$334M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$61M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$58.4M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$50.8M
5
IIM
5
Intact Investment Management
Quebec, Canada
$46.5M

Top Sellers

1
QI
1
QV Investors
Alberta, Canada
$143M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$59.8M
4
Canada Life
4
Canada Life
Manitoba, Canada
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$4K -$857 -24 -18%
SWM
252
SeaCrest Wealth Management
New York
$3K -$2.96K -69 -50%
GAM
253
Gemmer Asset Management
California
$3K – – –
FPFS
254
First Personal Financial Services
North Carolina
$3K – – –
SC
255
Sawyer & Company
Massachusetts
$2K – – –
LWA
256
Lenox Wealth Advisors
New York
$2K +$2K +48 New
SEI Investments
257
SEI Investments
Pennsylvania
$2K +$2K +54 New
GSWM
258
Golden State Wealth Management
California
$2K +$2K +55 New
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
CFA
260
Camarda Financial Advisors
Florida
$1K +$1K +17 New
GT
261
Glenmede Trust
Pennsylvania
$986 – – –
Adage Capital Partners
262
Adage Capital Partners
Massachusetts
– -$60.1M -1,802,424 Closed
Diamond Hill Capital Management
263
Diamond Hill Capital Management
Ohio
– -$15.3M -459,836 Closed
Arrowstreet Capital
264
Arrowstreet Capital
Massachusetts
– -$10.3M -307,967 Closed
Two Sigma Advisers
265
Two Sigma Advisers
New York
– -$7.58M -227,127 Closed
UH
266
Unigestion Holding
Switzerland
– -$5.47M -163,900 Closed
ATN
267
AMF Tjänstepension
Sweden
– -$4.13M -123,920 Closed
NIPH
268
NN Investment Partners Holdings
Netherlands
– -$2.59M -77,538 Closed
KLC
269
Knowledge Leaders Capital
Colorado
– -$1.16M -34,773 Closed
TAM
270
TFG Asset Management
Cayman Islands
– -$1.09M -32,500 Closed
PAMP
271
Polar Asset Management Partners
Ontario, Canada
– -$784K -23,500 Closed
CI
272
Conning Inc
Connecticut
– -$610K -18,279 Closed
Two Sigma Investments
273
Two Sigma Investments
New York
– -$442K -13,235 Closed
SSA
274
Schonfeld Strategic Advisors
New York
– -$437K -13,100 Closed
HW
275
Hedeker Wealth
Illinois
– -$346K -10,377 Closed
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