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Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIPU
51
Caledonia Investments plc (UK)
United Kingdom
$21.7M 526,700 +33,000 +7%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$20.2M 490,760 +54,417 +12%
NEI
53
Northwest & Ethical Investments
Ontario, Canada
$19.4M 472,368 +57,831 +14%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$18.9M 457,143 +457,143 New
Baillie Gifford & Co
55
Baillie Gifford & Co
United Kingdom
$16.8M 406,552 +376,947 +1,273%
BONST
56
Bank of Nova Scotia Trust
Ontario, Canada
$15.7M 381,788 +41 +0%
CGH
57
Crossmark Global Holdings
Texas
$14.1M 343,573 -19,619 -5%
PGH
58
Partners Group Holding
Switzerland
$13.4M 331,008 -44,511 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
59
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.2M 321,696 -252,429 -44%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$13.2M 320,719 -214,300 -40%
Franklin Resources
61
Franklin Resources
California
$12.3M 297,767 -2,565,778 -90%
RCYC
62
Richard C. Young & Co
Rhode Island
$12.1M 294,192 +3,011 +1%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$11.4M 276,818 – –
DekaBank Deutsche Girozentrale
64
DekaBank Deutsche Girozentrale
Germany
$11M 270,406 -63,627 -19%
Federated Hermes
65
Federated Hermes
Pennsylvania
$10.7M 260,133 +11,724 +5%
GCA
66
Guardian Capital Advisors
Ontario, Canada
$10.4M 244,685 +19,785 +9%
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$9.97M 242,359 +56,350 +30%
AC
68
Addenda Capital
Quebec, Canada
$9.83M 180,329 +10,404 +6%
MSV
69
MN Services Vermogensbeheer
Netherlands
$9.5M 229,800 -1,900 -0.8%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$9.43M 229,196 +13,811 +6%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$9.07M 219,558 -10,121 -4%
LBA
72
Letko, Brosseau & Associates
Quebec, Canada
$8.75M 211,703 -700 -0.3%
Pictet Asset Management
73
Pictet Asset Management
Switzerland
$8.08M 195,527 +4,118 +2%
UBS Group
74
UBS Group
Switzerland
$8.01M 194,666 +26,860 +16%
PAS
75
Point72 Asia (Singapore)
Singapore
$7.62M 185,100 +185,100 New
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