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Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.9M 2,352,366 +221,043 +10%
Renaissance Technologies
27
Renaissance Technologies
New York
$85.4M 2,077,102 -68,176 -3%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$82.3M 1,962,022 +66,049 +3%
First Trust Advisors
29
First Trust Advisors
Illinois
$68.2M 1,659,304 -54,397 -3%
Invesco
30
Invesco
Georgia
$66.7M 1,620,873 -224,527 -12%
Swiss National Bank
31
Swiss National Bank
Switzerland
$65.2M 1,581,882 -40,700 -3%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$60.2M 1,456,008 – –
CS
33
Credit Suisse
Switzerland
$57.7M 1,058,163 -1,249 -0.1%
GC
34
Guardian Capital
Ontario, Canada
$52.4M 1,268,517 -35,957 -3%
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$49.8M 1,204,145 +589,117 +96%
CAM
36
Cidel Asset Management
Ontario, Canada
$49.1M 1,187,731 -30,446 -2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$47.2M 1,143,816 +12,773 +1%
BlackRock
38
BlackRock
New York
$43.2M 1,051,417 -33,257 -3%
QI
39
QV Investors
Alberta, Canada
$42M 1,016,319 +155,821 +18%
Amundi
40
Amundi
France
$40.6M 829,813 -52,189 -6%
DPIM
41
Duff & Phelps Investment Management
Illinois
$40.6M 981,900 – –
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$38.3M 930,618 +648,866 +230%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$34.3M 830,542 -12,562 -1%
DZ Bank
44
DZ Bank
Germany
$31.1M 751,664 -471,144 -39%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.1M 685,372 +72,688 +12%
Aviva
46
Aviva
United Kingdom
$29.1M 704,876 +46,867 +7%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$25.1M 610,388 -40,629 -6%
MSRPS
48
Maryland State Retirement & Pension System
Maryland
$24.1M 585,887 +1,056 +0.2%
Deutsche Bank
49
Deutsche Bank
Germany
$22M 534,296 +8,758 +2%
Canada Life
50
Canada Life
Manitoba, Canada
$21.8M 532,782 -7,287 -1%
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