We are live on ! Find out more

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
Morgan Stanley
26
Morgan Stanley
New York
$79.7M -$7.07M -161,729 -8%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$71.4M +$6.77M +154,851 +10%
Amundi
28
Amundi
France
$65.3M -$7.9M -180,584 -11%
Swiss National Bank
29
Swiss National Bank
Switzerland
$59.7M -$2.33M -53,300 -4%
Charles Schwab
30
Charles Schwab
California
$58.2M +$2.17M +49,560 +4%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$56.5M -$1.77M -40,540 -3%
Invesco
32
Invesco
Georgia
$56.5M +$2.69M +61,525 +5%
Renaissance Technologies
33
Renaissance Technologies
New York
$56.5M -$3.9M -89,100 -6%
BlackRock
34
BlackRock
New York
$51.9M +$8.4M +192,133 +18%
Goldman Sachs
35
Goldman Sachs
New York
$47.6M -$39.9M -913,348 -44%
First Trust Advisors
36
First Trust Advisors
Illinois
$45.9M -$1.25M -28,519 -3%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.5M -$3.11M -71,197 -6%
QI
38
QV Investors
Alberta, Canada
$44.6M +$2.64M +60,380 +6%
Aviva
39
Aviva
United Kingdom
$40.9M +$761K +17,402 +2%
DPIM
40
Duff & Phelps Investment Management
Illinois
$40.8M
CAM
41
Cidel Asset Management
Ontario, Canada
$38.6M -$84.9K -1,941 -0.2%
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$35.3M -$709K -16,214 -2%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$34M -$2.07M -47,236 -5%
Deutsche Bank
44
Deutsche Bank
Germany
$31.8M +$498K +11,400 +2%
MSC
45
MUFG Securities (Canada)
New York
$31.5M +$14M +319,884 +73%
GCC
46
Guardian Capital (Canada)
Ontario, Canada
$31.5M -$71.3K -1,630 -0.2%
MSRPS
47
Maryland State Retirement & Pension System
Maryland
$27.2M +$1.68M +38,393 +6%
Canada Life
48
Canada Life
Manitoba, Canada
$24.2M +$835K +19,105 +3%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$24M +$1.25M +28,642 +5%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$22.9M +$24.1M +551,058 New