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297 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290297 (+7)

1.33% less ownership

Funds ownership: 52.08%50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
301
W.H. Reaves & Co
New Jersey
-$1.54M -33,970 Closed
SEC
302
Seven Eight Capital
New York
-$1.05M -23,106 Closed
IMCOOI
303
Investment Management Corp of Ontario (IMCO)
Canada
-$999K -21,990 Closed
HF
304
HRT Financial
New York
-$718K -15,819 Closed
AM
305
AGF Management
Ontario, Canada
-$672K -10,936 Closed
IIM
306
INTECH Investment Management
Florida
-$497K -10,918 Closed
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
-$399K -9,116 Closed
FTDI
308
First Trust Direct Indexing
Massachusetts
-$357K -7,865 Closed
DR
309
Davis Rea
Ontario, Canada
-$354K -7,775 Closed
CAM
310
Cresset Asset Management
Illinois
-$336K -7,395 Closed
AAF
311
Andra AP-fonden
Sweden
-$320K -5,200 Closed
GAM
312
Gotham Asset Management
New York
-$221K -4,866 Closed
CT
313
Chicago Trust
Illinois
-$209K -4,600 Closed
Simplex Trading
314
Simplex Trading
Illinois
-$208K -4,578 Closed
Twin Tree Management
315
Twin Tree Management
Texas
-$109K -2,395 Closed
AA
316
Alta Advisers
United Kingdom
-$67.2K -1,478 Closed
RA
317
Rational Advisors
New York
-$39.4K -866 Closed
HT
318
Headlands Technologies
Illinois
-$33.1K -729 Closed
SFCL
319
Strengthening Families & Communities LLC
Massachusetts
-$4.99K -110 Closed
NSIM
320
North Star Investment Management
Illinois
-$3.58K -79 Closed
GSEP
321
Golden State Equity Partners
California
-$1.95K -43 Closed
RWM
322
Reston Wealth Management
Virginia
-$1.32K -29 Closed
GRP
323
Global Retirement Partners
California
-$863 -19 Closed
S
324
Sachetta
Massachusetts
-$864 -19 Closed
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
-$350 -8 -47%