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255 hedge funds and large institutions have $10.3B invested in Fortis in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$182M)

0.76% more ownership

Funds ownership: 48.12%48.88% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 275255 (-20)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

70% less call options, than puts

Call options by funds: $7.19M | Put options by funds: $24M

Holders
255
Holders Change
-20
Holders Change %
-7.27%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
93
Reduced
90
Closed
27
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
76
Pictet Asset Management (Switzerland)
Switzerland
$8.23M +$8.4M +185,526 New
UIM
77
USS Investment Management
United Kingdom
$8.13M +$1.82M +40,145 +28%
BG
78
Bollard Group
Massachusetts
$8.1M +$731K +16,150 +10%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$7.98M -$514K -11,349 -6%
BCM
80
Barometer Capital Management
Ontario, Canada
$7.89M -$97.3K -2,150 -2%
LBA
81
Letko, Brosseau & Associates
Quebec, Canada
$7.58M +$1.3M +28,650 +20%
GCAC
82
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.52M +$201K +4,450 +3%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$7.2M -$232K -5,126 -3%
UBS Group
84
UBS Group
Switzerland
$7.13M +$234K +5,161 +3%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$7.1M +$7.24M +159,937 New
Allianz Asset Management
86
Allianz Asset Management
Germany
$7.08M -$6.42M -141,808 -47%
Dimensional Fund Advisors
87
Dimensional Fund Advisors
Texas
$6.76M -$302K -6,671 -4%
IMPI
88
Ilmarinen Mutual Pension Insurance
Finland
$5.93M
MHI
89
Miller Howard Investments
New York
$5.18M +$2.81K +62 +0.1%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$5.03M +$335K +7,400 +7%
Amundi
91
Amundi
France
$4.83M -$162K -3,580 -3%
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$4.63M +$4.17K +92 +0.1%
AAF
93
Andra AP-fonden
Sweden
$4.61M -$770K -17,000 -17%
CFSG
94
Community Financial Services Group
Vermont
$4.5M +$114K +2,525 +3%
HM
95
Heronetta Management
New York
$4.5M
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$4.49M +$745K +16,461 +19%
KOCAA
97
Knights of Columbus Asset Advisors
Connecticut
$4.46M +$41.4K +914 +0.9%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$4.38M -$471K -10,412 -10%
BFS
99
Baskin Financial Services
Ontario, Canada
$4.35M -$149K -3,285 -3%
N
100
Natixis
France
$4.01M +$930K +20,548 +29%