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Fortis
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Overview Fund Activity

275 hedge funds and large institutions have $10.1B invested in Fortis in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 33 closing their positions.

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
118
Reduced
88
Closed
33
Calls
$45.3M
Puts
$47.6M
Net Calls
-$2.35M
Net Calls Change
-$39.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$854M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$326M
3
Charles Schwab
3
Charles Schwab
California
$49.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$358M
5
UBS AM
5
UBS AM
Illinois
$32.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.06B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$164M
5
Bank of America
5
Bank of America
North Carolina
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$19M 489,343 +21,059 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.2M 468,518 +468,518 New
NEI
53
Northwest & Ethical Investments
Ontario, Canada
$18M 461,978 -6,823 -1%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$17.6M 453,638 +207,828 +85%
PGH
55
Partners Group Holding
Switzerland
$17.5M 419,766 +89,552 +27%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$17.1M 438,929 -118,100 -21%
DekaBank Deutsche Girozentrale
57
DekaBank Deutsche Girozentrale
Germany
$16.5M 424,992 +124,483 +41%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$15.8M 405,935 +185,013 +84%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$14.6M 375,932 -4,034 -1%
CGH
60
Crossmark Global Holdings
Texas
$13.1M 336,319 +291 +0.1%
AC
61
Addenda Capital
Quebec, Canada
$12M 224,968 +2,003 +0.9%
Franklin Resources
62
Franklin Resources
California
$11.3M 290,508 -10,509 -3%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$11.1M 285,575 +8,757 +3%
GCA
64
Guardian Capital Advisors
Ontario, Canada
$11M 277,770 +17,913 +7%
RCYC
65
Richard C. Young & Co
Rhode Island
$10.7M 275,027 -15,202 -5%
MSC
66
MUFG Securities (Canada)
New York
$10.1M 260,951 +260,696 +102,234%
Baillie Gifford & Co
67
Baillie Gifford & Co
United Kingdom
$9.11M 234,386 -83,573 -26%
Federated Hermes
68
Federated Hermes
Pennsylvania
$8.93M 229,876 -15,099 -6%
LBA
69
Letko, Brosseau & Associates
Quebec, Canada
$8.58M 220,928 +5,000 +2%
APG Asset Management
70
APG Asset Management
Netherlands
$8.17M 225,442 +31,307 +16%
Pictet Asset Management
71
Pictet Asset Management
Switzerland
$7.87M 199,519 +2,486 +1%
Wells Fargo
72
Wells Fargo
California
$7.57M 194,987 +28,930 +17%
Northern Trust
73
Northern Trust
Illinois
$7.11M 183,103 +37,431 +26%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$6.95M 179,040 +46,722 +35%
GF
75
Gabelli Funds
New York
$6.77M 174,350 – –
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