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275 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

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
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
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
251
Exchange Traded Concepts
Oklahoma
$11K +$10.9K +242 New
BU
252
BBVA USA
Alabama
$10K +$10.4K +231 New
BCWM
253
Bartlett & Co Wealth Management
Ohio
$9.42K
FF
254
FourThought Financial
Florida
$9K -$10.4K -230 -53%
BC
255
Bartlett & Co
Ohio
$9K
FPFS
256
First Personal Financial Services
North Carolina
$9K
WT
257
Whittier Trust
California
$8K
AF
258
Allworth Financial
California
$7K
HC
259
Hoese & Co
Minnesota
$7K +$6.76K +150 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$6K
PB
261
Pinnacle Bancorp
Nebraska
$6K
CFGS
262
Concourse Financial Group Securities
Alabama
$5K
FHA
263
First Horizon Advisors
Tennessee
$5K
PMFA
264
Plante Moran Financial Advisors
Michigan
$5K
AA
265
Addison Advisors
Vermont
$5K +$4.96K +110 New
CCM
266
Copeland Capital Management
Pennsylvania
$3K
EARNEST Partners
267
EARNEST Partners
Georgia
$3K
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$3K +$3.06K +68 New
ACA
269
Atlas Capital Advisors
Wyoming
$2.21K
Bessemer Group
270
Bessemer Group
New Jersey
$2K -$85.7K -1,902 -98%
GAM
271
Gemmer Asset Management
California
$2K
TFGT
272
TS Financial Group (TSFG)
Illinois
$2K +$2.39K +53 New
IA
273
IFP Advisors
Florida
$1K
MAM
274
Meeder Asset Management
Ohio
$1K
TFM
275
TFC Financial Management
Massachusetts
$1K +$1.4K +31 New