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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $10.9B invested in Fortis in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
4.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
106
Reduced
83
Closed
27
Calls
$62.4M
Puts
$38.7M
Net Calls
+$23.7M
Net Calls Change
+$10M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$288M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.13B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$315M
5
Fidelity International
5
Fidelity International
Bermuda
$722M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$207M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$121M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.4M
4
Bank of America
4
Bank of America
North Carolina
$75.9M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$266M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$21.8M 503,053 +11,030 +2%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$19.2M 445,412 +187,835 +73%
CIPU
53
Caledonia Investments plc (UK)
United Kingdom
$18.6M 431,700 – –
NEI
54
Northwest & Ethical Investments
Ontario, Canada
$17.9M 414,204 +1,461 +0.4%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$17.7M 410,981 -9,397 -2%
PE
56
Point72 Europe
United Kingdom
$16.3M 377,800 +377,800 New
BONST
57
Bank of Nova Scotia Trust
Ontario, Canada
$16.2M 377,114 +3,826 +1%
PGH
58
Partners Group Holding
Switzerland
$16.2M 376,379 -48,868 -11%
Amundi
59
Amundi
France
$14.8M 341,827 +12,594 +4%
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$14.1M 332,696 +143,691 +76%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$14M 324,380 -68,864 -18%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$13.9M 323,303 +288,470 +828%
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$12.7M 294,339 -3,211 -1%
RCYC
64
Richard C. Young & Co
Rhode Island
$12.4M 287,552 +4,501 +2%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$11.9M 276,818 +8,657 +3%
Federated Hermes
66
Federated Hermes
Pennsylvania
$11.1M 256,976 +15,117 +6%
MSV
67
MN Services Vermogensbeheer
Netherlands
$10M 231,700 +95,000 +69%
AC
68
Addenda Capital
Quebec, Canada
$9.72M 170,297 +1,678 +1%
LBA
69
Letko, Brosseau & Associates
Quebec, Canada
$9.16M 212,403 +21,528 +11%
GCA
70
Guardian Capital Advisors
Ontario, Canada
$8.84M 212,912 +3,946 +2%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$8.47M 196,338 +6,020 +3%
BG
72
Bollard Group
Massachusetts
$8.33M 193,310 +1,399 +0.7%
GF
73
Gabelli Funds
New York
$8.26M 191,550 – –
MBI
74
Montrusco Bolton Investments
Quebec, Canada
$8.16M 189,146 +2,228 +1%
PAMS
75
Pictet Asset Management (Switzerland)
Switzerland
$8.07M 187,163 -891 -0.5%
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