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258 hedge funds and large institutions have $9.41B invested in Fortis in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more call options, than puts

Call options by funds: $35M | Put options by funds: $19.5M

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $8.96B → $9.41B (+$451M)

0% more funds holding

Funds holding: 257258 (+1)

1.58% less ownership

Funds ownership: 50.67%49.08% (-1.6%)

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
101
Reduced
77
Closed
23
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$20.1M +$4.04M +101,066 +26%
QI
52
QV Investors
Alberta, Canada
$20.1M -$848K -21,242 -4%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$19.3M -$38.5M -965,230 -67%
Allianz Asset Management
54
Allianz Asset Management
Germany
$19.1M -$1.13M -28,198 -6%
Goldman Sachs
55
Goldman Sachs
New York
$16.3M +$666K +16,670 +4%
AG
56
Aperio Group
California
$15M +$497K +12,449 +4%
BONST
57
Bank of Nova Scotia Trust
Ontario, Canada
$14.9M -$398K -9,960 -3%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$14.1M -$27.9K -699 -0.2%
AT
59
AMF Tjänstepension
Sweden
$13.3M +$509K +12,741 +4%
Kayne Anderson Rudnick Investment Management
60
Kayne Anderson Rudnick Investment Management
California
$12.5M +$5.59M +139,966 +85%
Marshall Wace
61
Marshall Wace
United Kingdom
$12.4M +$12.2M +304,331 New
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$11.6M +$2.6M +65,000 +30%
EIP
63
Energy Income Partners
Connecticut
$11.5M +$5.75M +143,906 +104%
Citigroup
64
Citigroup
New York
$11.2M +$643K +16,109 +6%
ACI
65
AMP Capital Investors
Australia
$10.7M +$543K +13,602 +5%
HAI
66
Hennessy Advisors Inc
California
$10.1M -$990K -24,800 -9%
Federated Hermes
67
Federated Hermes
Pennsylvania
$9.91M -$292K -7,313 -3%
RCYC
68
Richard C. Young & Co
Rhode Island
$9.73M +$334K +8,367 +4%
TIM
69
Thornburg Investment Management
New Mexico
$9.61M -$4.66M -116,600 -33%
MGIM
70
M&G Investment Management
United Kingdom
$9.61M +$245K +6,126 +3%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$9.53M +$1.68M +42,039 +22%
APG Asset Management
72
APG Asset Management
Netherlands
$9.47M +$178K +4,466 +2%
RJA
73
Raymond James & Associates
Florida
$8.93M -$66.7K -1,671 -0.8%
UBS Group
74
UBS Group
Switzerland
$8.54M +$1.02M +25,570 +14%
EPFB
75
Employees Provident Fund Board
Malaysia
$7.27M -$17.7M -443,491 -77%