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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
GWP
251
Gen-Wealth Partners
Michigan
$13.1K -$6.63K -155 -34%
HWM
252
Hemington Wealth Management
Virginia
$13K +$13.3K +312 New
TFIPS
253
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.4K
FCA
254
FinTrust Capital Advisors
South Carolina
$10.2K
VWM
255
Venturi Wealth Management
Texas
$9.22K +$4.53K +106 +109%
CA
256
CoreCap Advisors
Michigan
$7.05K +$6.63K +155 New
FMP
257
Financial Management Professionals
Texas
$6K
TCG
258
Transcendent Capital Group
Oklahoma
$5.63K
SAM
259
Smartleaf Asset Management
Massachusetts
$5.47K
GM
260
GeoWealth Management
Illinois
$5.27K +$4.96K +116 New
HWA
261
HHM Wealth Advisors
Tennessee
$5.23K +$4.92K +115 New
CFGS
262
Concourse Financial Group Securities
Alabama
$5.09K
SFCL
263
Strengthening Families & Communities LLC
Massachusetts
$4.99K -$3.46K -81 -42%
AF
264
Advisornet Financial
Minnesota
$4.54K
BCWM
265
Bartlett & Co Wealth Management
Ohio
$4.27K
GWSG
266
GPS Wealth Strategies Group
Colorado
$4.22K +$43 +1 +1%
MWM
267
Mascoma Wealth Management
New Hampshire
$4.13K
NRG
268
Nemes Rush Group
Michigan
$3.83K
BCMLT
269
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.73K
NSIM
270
North Star Investment Management
Illinois
$3.58K +$3.38K +79 New
MLA
271
MB, Levis & Associates
Pennsylvania
$3.5K
PTC
272
Private Trust Company
Ohio
$3.41K
PS
273
Principal Securities
Iowa
$2.77K
BTI
274
Blue Trust Inc
Georgia
$2.72K +$2.44K +57 +438%
CCM
275
Copeland Capital Management
Pennsylvania
$2.59K +$2.44K +57 New