FTS icon

Fortis
FTS

Overview Fund Activity

288 hedge funds and large institutions have $11.6B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 18 closing their positions.

Holders
288
Holders Change
+13
Holders Change %
+4.73%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
110
Reduced
94
Closed
18
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$1.12B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$71.1M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$402M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$236M
5
Bank of America
5
Bank of America
North Carolina
$137M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$197M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$93.5M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$378M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CPG
276
Cornerstone Planning Group
New Jersey
$1.6K 37 +6 +19%
W
277
WealthCollab
Washington
$1.5K 33 – –
RWM
278
Reston Wealth Management
Virginia
$1.32K 29 +29 New
AWM
279
Avior Wealth Management
Nebraska
$1.18K 26 +6 +30%
MG
280
Mather Group
Illinois
$1.14K 25 – –
PCM
281
Penserra Capital Management
California
$1K 39 – –
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$1K 17 +8 +89%
TWD
283
True Wealth Design
Ohio
$955 21 – –
S
284
Sachetta
Massachusetts
$864 19 +19 New
GRP
285
Global Retirement Partners
California
$863 19 -321 -94%
LFG
286
Larson Financial Group
Missouri
$772 17 – –
SN
287
Sittner & Nelson
Oregon
$136 3 +3 New
HNB
288
Huntington National Bank
Ohio
$45 1 – –
Norges Bank
289
Norges Bank
Norway
– – -3,743,390 Closed
APG Asset Management
290
APG Asset Management
Netherlands
– – -225,442 Closed
VNA
291
Valley National Advisers
Pennsylvania
– – -45,826 Closed
PIC
292
PCJ Investment Counsel
Ontario, Canada
– – -39,410 Closed
QT
293
Quantbot Technologies
New York
– – -29,873 Closed
FRA
294
Frank Rimerman Advisors
California
– – -27,998 Closed
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
– – -24,420 Closed
Two Sigma Investments
296
Two Sigma Investments
New York
– – -10,750 Closed
CC
297
Centiva Capital
New York
– – -9,502 Closed
CF
298
Convergence Financial
Missouri
– – -5,507 Closed
Mitsubishi UFJ Trust & Banking
299
Mitsubishi UFJ Trust & Banking
Japan
– – -1,750 Closed
CFM
300
Catalyst Funds Management
Australia
– – -1,600 Closed
9 10 11
12
13