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Fortis
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Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Fortis in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
276
Holders Change
-5
Holders Change %
-1.78%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
104
Reduced
86
Closed
36
Calls
$52.5M
Puts
$38.8M
Net Calls
+$13.7M
Net Calls Change
+$35.8M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$212M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.06B
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239M
4
Fidelity International
4
Fidelity International
Bermuda
$656M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$249M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29B
2
WHRC
2
W.H. Reaves & Co
New Jersey
$2.98M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.09M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$450M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$17.9M 420,378 +16,707 +4%
NEI
52
Northwest & Ethical Investments
Ontario, Canada
$17.5M 412,743 +854 +0.2%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$16.7M 393,244 +41,272 +12%
BONST
54
Bank of Nova Scotia Trust
Ontario, Canada
$15.9M 373,288 +3,703 +1%
AIMCA
55
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.7M 345,519 +68,600 +25%
OPERF
56
Oregon Public Employees Retirement Fund
Oregon
$14.6M 344,500 +2,000 +0.6%
Amundi
57
Amundi
France
$14.5M 329,233 +84,630 +35%
DZ Bank
58
DZ Bank
Germany
$13.8M 325,636 -81,594 -20%
Goldman Sachs
59
Goldman Sachs
New York
$13.5M 317,305 +2,818 +0.9%
Kayne Anderson Rudnick Investment Management
60
Kayne Anderson Rudnick Investment Management
California
$12.7M 297,550 +3,845 +1%
RCYC
61
Richard C. Young & Co
Rhode Island
$12M 283,051 -574 -0.2%
UBS Group
62
UBS Group
Switzerland
$11.6M 272,631 -64,285 -19%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$11.4M 268,161 – –
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$10.9M 257,577 -3,042 -1%
Federated Hermes
65
Federated Hermes
Pennsylvania
$10.3M 241,859 +11,680 +5%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$9.73M 228,866 -92,043 -29%
AC
67
Addenda Capital
Quebec, Canada
$9.69M 168,619 +3,906 +2%
GCA
68
Guardian Capital Advisors
Ontario, Canada
$9.28M 208,966 +801 +0.4%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$8.77M 206,674 +41,112 +25%
BCIM
70
British Columbia Investment Management
British Columbia, Canada
$8.77M 206,286 +110,354 +115%
BG
71
Bollard Group
Massachusetts
$8.16M 191,911 +855 +0.4%
GF
72
Gabelli Funds
New York
$8.13M 191,550 – –
LBA
73
Letko, Brosseau & Associates
Quebec, Canada
$8.1M 190,875 +183,500 +2,488%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$8.09M 190,318 -159,733 -46%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$8.01M 189,005 +26,122 +16%
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