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Fortis
FTS

Overview Fund Activity

274 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
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
4.78%
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
$2.45M
Net Calls
+$14.8M
Net Calls Change
+$8.29M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$296M
2
Fidelity International
Fidelity International
Bermuda
$682M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1B
4
QI
QV Investors
Alberta, Canada
$56M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$488M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$41.4M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$314M
3
OAC
OMERS Administration Corp
Ontario, Canada
$0
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$198M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
276
Arrowstreet Capital
Massachusetts
– -$6.68M -154,000 Closed
VF
277
Virtu Financial
New York
– -$3.33M -76,811 Closed
Millennium Management
278
Millennium Management
New York
– -$2.25M -51,957 Closed
Assenagon Asset Management
279
Assenagon Asset Management
Luxembourg
– -$2.12M -48,784 Closed
Point72 Asset Management
280
Point72 Asset Management
Connecticut
– -$2M -46,000 Closed
PAMP
281
Polar Asset Management Partners
Ontario, Canada
– -$1.08M -25,000 Closed
MME
282
Meag Munich Ergo
Germany
– -$1.04M -24,061 Closed
Acadian Asset Management
283
Acadian Asset Management
Massachusetts
– -$924K -21,300 Closed
WANY
284
Wealthspire Advisors (New York)
New York
– -$541K -12,464 Closed
MFM
285
MD Financial Management
Ontario, Canada
– -$423K -9,784 Closed
FBC
286
Fairfield, Bush & Co
Connecticut
– -$391K -9,024 Closed
FAIM
287
Financial Advocates Investment Management
Washington
– -$463K -8,872 Closed
VFA
288
Voya Financial Advisors
Connecticut
– -$311K -7,207 Closed
GAM
289
Gotham Asset Management
New York
– -$203K -4,679 Closed
MS
290
Maven Securities
Jersey
– -$104K -2,400 Closed
EP
291
Eudaimonia Partners
Tennessee
– -$23K -527 Closed
MWM
292
Mascoma Wealth Management
New Hampshire
– -$15K -345 Closed
SFPG
293
Stonebridge Financial Planning Group
Florida
– -$15K -338 Closed
IAIM
294
International Assets Investment Management
Florida
– -$10K -234 Closed
WWM
295
Wagner Wealth Management
South Carolina
– -$9K -200 Closed
SFS
296
Sowell Financial Services
Arkansas
– -$8K -182 Closed
RWM
297
RBA Wealth Management
California
– -$4.51K -104 Closed
VFA
298
Valeo Financial Advisors
Indiana
– -$1K -31 Closed
WAP
299
Wealthcare Advisory Partners
Pennsylvania
– -$1K -27 Closed
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