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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
GSEP
276
Golden State Equity Partners
California
$1.95K +$1.84K +43 New
CPG
277
Cornerstone Planning Group
New Jersey
$1.6K +$256 +6 +19%
W
278
WealthCollab
Washington
$1.5K
RWM
279
Reston Wealth Management
Virginia
$1.32K +$1.24K +29 New
AWM
280
Avior Wealth Management
Nebraska
$1.18K +$256 +6 +30%
MG
281
Mather Group
Illinois
$1.14K
PCM
282
Penserra Capital Management
California
$1K
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$1K +$342 +8 +89%
TWD
284
True Wealth Design
Ohio
$955
S
285
Sachetta
Massachusetts
$864 +$812 +19 New
GRP
286
Global Retirement Partners
California
$863 -$13.7K -321 -94%
LFG
287
Larson Financial Group
Missouri
$772
SN
288
Sittner & Nelson
Oregon
$136 +$128 +3 New
HNB
289
Huntington National Bank
Ohio
$45
DB
290
Danske Bank
Denmark
$45 +$43 +1 New
APG Asset Management
291
APG Asset Management
Netherlands
-$8.17M -225,442 Closed
VNA
292
Valley National Advisers
Pennsylvania
-$1.78M -45,826 Closed
PIC
293
PCJ Investment Counsel
Ontario, Canada
-$1.53M -39,410 Closed
QT
294
Quantbot Technologies
New York
-$1.16M -29,873 Closed
FRA
295
Frank Rimerman Advisors
California
-$1.09M -27,998 Closed
Acadian Asset Management
296
Acadian Asset Management
Massachusetts
-$948K -24,420 Closed
Two Sigma Investments
297
Two Sigma Investments
New York
-$418K -10,750 Closed
CC
298
Centiva Capital
New York
-$369K -9,502 Closed
CF
299
Convergence Financial
Missouri
-$214K -5,507 Closed
Mitsubishi UFJ Trust & Banking
300
Mitsubishi UFJ Trust & Banking
Japan
-$68K -1,750 Closed