We are live on ! Find out more

262 hedge funds and large institutions have $9.23B invested in Fortis in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.5M

7% more capital invested

Capital invested by funds: $8.63B → $9.23B (+$600M)

2.39% more ownership

Funds ownership: 53.58%55.96% (+2.4%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 262262 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 95

Holders
262
Holders Change
Holders Change %
0%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
26
Increased
95
Reduced
95
Closed
24
Calls
$24.7M
Puts
$12.5M
Net Calls
+$12.2M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
76
Första AP-fonden
Sweden
$11.8M -$242K -6,400 -2%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$11.8M +$2.17M +57,318 +24%
HAI
78
Hennessy Advisors Inc
California
$11.7M -$1.44M -38,000 -11%
NEI
79
Northwest & Ethical Investments
Ontario, Canada
$11.7M -$6.43K -170 -0.1%
Citigroup
80
Citigroup
New York
$11.1M +$1.71M +45,289 +19%
UBS Group
81
UBS Group
Switzerland
$9.76M -$2.02M -53,338 -18%
FWCM
82
Ferguson Wellman Capital Management
Oregon
$9.66M +$182K +4,820 +2%
TA
83
Tiedemann Advisors
New York
$8.76M -$613K -16,220 -7%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$8.74M +$1.48M +39,259 +22%
MSV
85
MN Services Vermogensbeheer
Netherlands
$8.68M +$5.52M +145,900 +199%
Allianz Asset Management
86
Allianz Asset Management
Germany
$8.54M -$1.19M -31,369 -13%
RCYC
87
Richard C. Young & Co
Rhode Island
$8.12M +$835K +22,090 +12%
H
88
Hexavest
Quebec, Canada
$7.11M -$3.91M -103,507 -37%
BG
89
Bollard Group
Massachusetts
$6.59M +$32.1K +848 +0.5%
MHI
90
Miller Howard Investments
New York
$6.58M -$1.09M -28,791 -15%
Barclays
91
Barclays
United Kingdom
$6.53M +$826K +21,845 +15%
Axa
92
Axa
France
$6.46M -$257K -6,805 -4%
Wells Fargo
93
Wells Fargo
California
$6.42M -$9.15K -242 -0.1%
Point72 Asset Management
94
Point72 Asset Management
Connecticut
$6.32M +$378K +10,000 +7%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$6.22M -$148K -3,917 -2%
Aviva
96
Aviva
United Kingdom
$6.2M -$6.39M -169,079 -52%
DZ Bank
97
DZ Bank
Germany
$5.99M +$4.77M +126,100 +498%
Dimensional Fund Advisors
98
Dimensional Fund Advisors
Texas
$5.43M +$198K +5,249 +4%
BA
99
Bridgewater Associates
Connecticut
$5.4M
GCAC
100
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.22M -$19.4K -512 -0.5%