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272 hedge funds and large institutions have $10.5B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $13.9M

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

5% more capital invested

Capital invested by funds: $9.94B → $10.5B (+$537M)

1.39% more ownership

Funds ownership: 53.51%54.9% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 273272 (-1)

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
76
Hennessy Advisors Inc
California
$11.8M -$491K -12,000 -4%
OTPPB
77
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.6M -$3.19M -77,959 -23%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$10.1M
TA
79
Tiedemann Advisors
New York
$9.89M +$383K +9,355 +4%
RCYC
80
Richard C. Young & Co
Rhode Island
$9.32M +$442K +10,800 +5%
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$9.31M +$9.13M +223,360 New
RJA
82
Raymond James & Associates
Florida
$9.13M +$7.31M +178,775 +429%
FAF
83
Första AP-fonden
Sweden
$8.98M -$2.45M -59,800 -22%
NEI
84
Northwest & Ethical Investments
Ontario, Canada
$8.9M -$1.73M -42,360 -16%
MHI
85
Miller Howard Investments
New York
$8.68M +$1.79M +43,785 +26%
Marshall Wace
86
Marshall Wace
United Kingdom
$8.25M +$5.64M +137,900 +227%
APG Asset Management
87
APG Asset Management
Netherlands
$7.69M +$4.22M +103,176 +99%
Federated Hermes
88
Federated Hermes
Pennsylvania
$7.64M -$7.41M -181,287 -50%
Dimensional Fund Advisors
89
Dimensional Fund Advisors
Texas
$7.09M +$1.27M +31,003 +22%
BG
90
Bollard Group
Massachusetts
$7M +$30.9K +756 +0.5%
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$6.8M -$7M -171,057 -51%
IMPI
92
Ilmarinen Mutual Pension Insurance
Finland
$6.51M +$270K +6,600 +4%
Aviva
93
Aviva
United Kingdom
$6.32M -$286 -7 -0%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$6.3M +$486K +11,881 +8%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$6.25M -$7.47M -182,615 -55%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$6.13M -$7.36M -179,875 -55%
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
$6.08M +$678K +16,578 +13%
Citadel Advisors
98
Citadel Advisors
Florida
$5.8M -$30.5M -746,742 -84%
N
99
Natixis
France
$5.68M +$618K +15,106 +12%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$5.65M +$314K +7,666 +6%