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255 hedge funds and large institutions have $10.3B invested in Fortis in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$182M)

0.76% more ownership

Funds ownership: 48.12%48.88% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 275255 (-20)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

70% less call options, than puts

Call options by funds: $7.19M | Put options by funds: $24M

Holders
255
Holders Change
-20
Holders Change %
-7.27%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
93
Reduced
90
Closed
27
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$1K
MAM
252
Meeder Asset Management
Ohio
$1K
TFM
253
TFC Financial Management
Massachusetts
$1K
EPFB
254
Employees Provident Fund Board
Malaysia
-$35.2M -640,894 Closed
Marshall Wace
255
Marshall Wace
United Kingdom
-$8.19M -184,723 Closed
CC
256
Coann Capital
Connecticut
-$5.06M -114,356 Closed
Citadel Advisors
257
Citadel Advisors
Florida
-$3.75M -82,884 Closed
PG
258
Pendal Group
Australia
-$3.23M -73,050 Closed
Daiwa Securities Group
259
Daiwa Securities Group
Japan
-$752K -17,000 Closed
ACM
260
AlphaCrest Capital Management
New York
-$718K -16,239 Closed
CSS
261
Cubist Systematic Strategies
Connecticut
-$671K -15,163 Closed
MWNA
262
Marshall Wace North America
New York
-$598K -13,500 Closed
QSS
263
Quantitative Systematic Strategies
Florida
-$452K -10,226 Closed
Ameriprise
264
Ameriprise
Minnesota
-$442K -10,017 Closed
LOAMS
265
Lombard Odier Asset Management (Switzerland)
Switzerland
-$447K -8,154 Closed
ECM
266
ExodusPoint Capital Management
New York
-$349K -7,883 Closed
GC
267
Guggenheim Capital
Illinois
-$345K -7,808 Closed
GT
268
Glenmede Trust
Pennsylvania
-$289K -6,540 Closed
SG Americas Securities
269
SG Americas Securities
New York
-$236K -5,346 Closed
CA
270
Calton & Associates
Florida
-$236K -5,340 Closed
BC
271
Bridgefront Capital
Texas
-$229K -5,175 Closed
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
-$210K -4,759 Closed
WP
273
WealthShield Partners
North Carolina
-$419K -4,754 Closed
FC
274
FORA Capital
Florida
-$184K -4,169 Closed
ASN
275
Advisory Services Network
Georgia
-$45K -1,021 Closed