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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
Morgan Stanley
26
Morgan Stanley
New York
$94.5M -$19.3M -452,338 -18%
Goldman Sachs
27
Goldman Sachs
New York
$93.5M -$87.7M -2,050,694 -50%
Amundi
28
Amundi
France
$76.5M +$20.1M +470,965 +42%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$71.1M +$66.9M +1,565,235 New
Swiss National Bank
30
Swiss National Bank
Switzerland
$67.8M +$492K +11,500 +0.8%
Renaissance Technologies
31
Renaissance Technologies
New York
$65.8M -$21.3M -497,450 -26%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$63.8M -$3.23M -75,490 -5%
Charles Schwab
33
Charles Schwab
California
$61.5M +$3.15M +73,682 +6%
Invesco
34
Invesco
Georgia
$59M -$7.95M -186,102 -13%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.2M +$370K +8,663 +0.7%
First Trust Advisors
36
First Trust Advisors
Illinois
$51.5M -$4.33M -101,410 -8%
BlackRock
37
BlackRock
New York
$48M -$1.1M -25,840 -2%
QI
38
QV Investors
Alberta, Canada
$46.1M -$125K -2,920 -0.3%
DPIM
39
Duff & Phelps Investment Management
Illinois
$44.7M
Aviva
40
Aviva
United Kingdom
$44.1M -$69K -1,614 -0.2%
CAM
41
Cidel Asset Management
Ontario, Canada
$42.4M +$6.39M +149,439 +19%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$39.4M +$288K +6,745 +0.8%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$39.4M -$1.11M -25,987 -3%
GCC
44
Guardian Capital (Canada)
Ontario, Canada
$34.6M -$6.06M -141,793 -16%
Deutsche Bank
45
Deutsche Bank
Germany
$34.2M +$7.11M +166,274 +28%
MSRPS
46
Maryland State Retirement & Pension System
Maryland
$28M +$704K +16,480 +3%
Canada Life
47
Canada Life
Manitoba, Canada
$25.7M +$501K +11,729 +2%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$24.9M +$2.54M +59,326 +12%
CIPU
49
Caledonia Investments plc (UK)
United Kingdom
$23.9M
DZ Bank
50
DZ Bank
Germany
$23.3M -$14M -326,574 -39%