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Fortis
FTS

Overview Fund Activity

265 hedge funds and large institutions have $9.57B invested in Fortis in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 17 closing their positions.

Holders
265
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
100
Reduced
92
Closed
17
Calls
$62.4M
Puts
$60.5M
Net Calls
+$1.98M
Net Calls Change
-$21.7M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.2B
2
Goldman Sachs
2
Goldman Sachs
New York
$69.7M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$263M
4
Amundi
4
Amundi
France
$41.4M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$20.3M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$2.96M
2
Fidelity International
2
Fidelity International
Bermuda
$553M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$55.6M
5
Bank of America
5
Bank of America
North Carolina
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$3.65K – – –
BCWM
252
Bartlett & Co Wealth Management
Ohio
$3.57K – – –
BCMLT
253
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.53K – – –
ETC
254
Exchange Traded Concepts
Oklahoma
$3.46K -$1.9K -50 -35%
MWM
255
Mascoma Wealth Management
New Hampshire
$3.46K – – –
FMP
256
Financial Management Professionals
Texas
$3K +$3K +85 New
MLA
257
MB, Levis & Associates
Pennsylvania
$2.93K – – –
PTC
258
Private Trust Company
Ohio
$2.85K – – –
CCM
259
Copeland Capital Management
Pennsylvania
$2.17K – – –
SL
260
Salomon & Ludwin
Virginia
$1.6K +$1.6K +42 New
PCM
261
Penserra Capital Management
California
$1K +$333 +13 +50%
AWM
262
Avior Wealth Management
Nebraska
$607 – – –
TWD
263
True Wealth Design
Ohio
$304 – – –
GWSG
264
GPS Wealth Strategies Group
Colorado
$38 – – –
HNB
265
Huntington National Bank
Ohio
$38 – – –
FGAM
266
Financial Gravity Asset Management
Texas
$27 +$27 +1 New
CFD
267
Creative Financial Designs
Indiana
$16 -$18 – –
MBI
268
Montrusco Bolton Investments
Quebec, Canada
– -$8.16M -189,146 Closed
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
– -$7.71M -178,933 Closed
AAF
270
Andra AP-fonden
Sweden
– -$3.76M -65,800 Closed
OPERF
271
Oregon Public Employees Retirement Fund
Oregon
– -$2.54M -58,800 Closed
LMIM
272
Lockheed Martin Investment Management
Maryland
– -$1.37M -31,800 Closed
PAMP
273
Polar Asset Management Partners
Ontario, Canada
– -$1.08M -25,000 Closed
WCM
274
Washington Capital Management
Washington
– -$603K -13,995 Closed
GCM
275
Genus Capital Management
British Columbia, Canada
– -$508K -11,770 Closed
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