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290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$22.6M +$13.8M +324,005 +186%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$22.6M -$753K -17,625 -3%
UBS AM
53
UBS AM
Illinois
$22.3M -$14.7M -344,638 -41%
NEI
54
Northwest & Ethical Investments
Ontario, Canada
$21M +$36.5K +853 +0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
55
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21M -$265K -6,197 -1%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$20.4M +$1.81M +42,386 +10%
MSC
57
MUFG Securities (Canada)
New York
$20M +$7.63M +178,549 +68%
N
58
Nuveen
North Carolina
$19.8M -$128K -2,996 -0.7%
PE
59
Point72 Europe
United Kingdom
$18M +$13.6M +318,474 +414%
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$17.3M -$2.04M -47,633 -11%
BONST
61
Bank of Nova Scotia Trust
Ontario, Canada
$17.1M +$60.6K +1,418 +0.4%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.2M +$12.4M +291,028 New
CGH
63
Crossmark Global Holdings
Texas
$13.1M -$2.02M -47,342 -14%
GCAC
64
Guardian Capital Advisors (Canada)
Ontario, Canada
$13.1M +$408K +9,552 +3%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$12.9M -$64.3K -1,504 -0.5%
Baillie Gifford & Co
66
Baillie Gifford & Co
United Kingdom
$12.7M +$1.9M +44,495 +19%
VPI
67
Value Partners Investments
Manitoba, Canada
$11.8M +$3.66M +85,568 +64%
Franklin Resources
68
Franklin Resources
California
$11.7M -$1.08M -25,375 -9%
UBS Group
69
UBS Group
Switzerland
$11.5M +$3.5M +81,793 +48%
AC
70
Addenda Capital
Quebec, Canada
$11.4M -$1.71M -40,072 -18%
Federated Hermes
71
Federated Hermes
Pennsylvania
$11M +$547K +12,804 +6%
IIM
72
Intact Investment Management
Quebec, Canada
$10.3M +$6.04M +141,400 +164%
Pictet Asset Management
73
Pictet Asset Management
Switzerland
$9.33M +$221K +5,169 +3%
Northern Trust
74
Northern Trust
Illinois
$8.81M +$465K +10,884 +6%
Wells Fargo
75
Wells Fargo
California
$8.67M -$175K -4,089 -2%