FTS icon

Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $10.9B invested in Fortis in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
4.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
106
Reduced
83
Closed
27
Calls
$62.4M
Puts
$38.7M
Net Calls
+$23.7M
Net Calls Change
+$10M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$288M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.13B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$315M
5
Fidelity International
5
Fidelity International
Bermuda
$722M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$207M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$121M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.4M
4
Bank of America
4
Bank of America
North Carolina
$75.9M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
276
Asahi Life Asset Management
Japan
– -$324K -7,630 Closed
YIH
277
Y-Intercept (HK)
Hong Kong
– -$297K -6,982 Closed
UCFA
278
United Capital Financial Advisors
Texas
– -$276K -6,495 Closed
LOAMS
279
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$462K -5,956 Closed
Squarepoint
280
Squarepoint
New York
– -$208K -4,899 Closed
ASN
281
Advisory Services Network
Georgia
– -$187K -4,402 Closed
WB
282
Webster Bank
Connecticut
– -$150K -3,534 Closed
BNP Paribas Financial Markets
283
BNP Paribas Financial Markets
France
– -$106K -2,500 Closed
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
– -$43.7K -1,027 Closed
Acadian Asset Management
285
Acadian Asset Management
Massachusetts
– -$21K -500 Closed
AWM
286
Atticus Wealth Management
Florida
– -$12.9K -303 Closed
Optiver Holding
287
Optiver Holding
Netherlands
– -$9.44K -222 Closed
GFWA
288
Grey Fox Wealth Advisors
Delaware
– -$7.18K -169 Closed
SSC
289
Syverson Strege & Co
Iowa
– -$3.36K -79 Closed
BAM
290
Belpointe Asset Management
Nevada
– -$2.98K -70 Closed
SC
291
Schubert & Co
Texas
– -$2K -47 Closed
FGAM
292
Financial Gravity Asset Management
Texas
– -$29 -43 Closed
FMP
293
Financial Management Professionals
Texas
– -$1K -26 Closed
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
– -$255 -6 Closed
8 9 10 11
12