We are live on ! Find out more

257 hedge funds and large institutions have $8.96B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $19M | Put options by funds: $11.2M

5% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 94

4% less capital invested

Capital invested by funds: $9.29B → $8.96B (-$329M)

1.58% less ownership

Funds ownership: 52.24%50.67% (-1.6%)

4% less funds holding

Funds holding: 267257 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
24
Increased
99
Reduced
94
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$6.99M -$2.49M -65,276 -26%
BG
77
Bollard Group
Massachusetts
$6.45M +$992 +26 +0%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$6.4M +$57.4K +1,504 +0.9%
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$6.3M -$99.5K -2,610 -2%
MHI
80
Miller Howard Investments
New York
$6.3M -$457K -11,993 -7%
HIM
81
Hillsdale Investment Management
Ontario, Canada
$6.14M -$4.04M -106,030 -40%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$6.04M +$240K +6,285 +4%
IMPI
83
Ilmarinen Mutual Pension Insurance
Finland
$5.96M +$420K +11,000 +7%
Aviva
84
Aviva
United Kingdom
$5.85M -$77.5K -2,032 -1%
AAMU
85
Amundi Asset Management US
Massachusetts
$5.71M -$6.06M -159,015 -51%
VPI
86
Value Partners Investments
Manitoba, Canada
$5.68M +$5.72M +150,000 New
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$5.52M +$3.48M +91,298 +170%
BSPF
88
British Steel Pension Fund
United Kingdom
$5.5M -$4.2M -110,000 -43%
NEI
89
Northwest & Ethical Investments
Ontario, Canada
$5.38M -$1.56M -40,980 -23%
EIP
90
Energy Income Partners
Connecticut
$5.26M +$2.36M +61,845 +81%
TA
91
Tiedemann Advisors
New York
$5.19M +$3.62M +95,030 +231%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$4.82M +$307K +8,048 +7%
JIM
93
Jupiter Investment Management
United Kingdom
$4.72M +$4.74M +124,221 New
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$4.58M +$253K +6,645 +6%
Barclays
95
Barclays
United Kingdom
$4.56M +$1.86M +48,682 +69%
CQS
96
Credential Qtrade Securities
$4.52M +$1.44M +37,789 +47%
Wells Fargo
97
Wells Fargo
California
$4.26M +$948K +24,866 +29%
HM
98
Heronetta Management
New York
$4.13M
AllianceBernstein
99
AllianceBernstein
Tennessee
$4.03M -$3.37M -88,450 -46%
BCM
100
Barometer Capital Management
Ontario, Canada
$3.97M +$2.93M +76,900 New