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275 hedge funds and large institutions have $10.1B invested in Fortis in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

0.39% more ownership

Funds ownership: 51.83%52.22% (+0.39%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less capital invested

Capital invested by funds: $10.2B → $10.1B (-$140M)

5% less call options, than puts

Call options by funds: $45.3M | Put options by funds: $47.6M

2% less funds holding

Funds holding: 281275 (-6)

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
118
Reduced
88
Closed
33
Calls
$45.3M
Puts
$47.6M
Net Calls
-$2.35M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$6.75M -$4.38M -111,079 -39%
UBS Group
77
UBS Group
Switzerland
$6.68M +$441K +11,178 +7%
BG
78
Bollard Group
Massachusetts
$6.67M +$40.1K +1,016 +0.6%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$6.23M +$2.93M +74,371 +86%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$5.98M -$26.2K -664 -0.4%
KOCAA
81
Knights of Columbus Asset Advisors
Connecticut
$5.66M +$2.08M +52,757 +57%
LI
82
Louisbourg Investments
New Brunswick, Canada
$5.52M -$326K -8,262 -5%
Citigroup
83
Citigroup
New York
$5.35M -$612K -15,517 -10%
VPI
84
Value Partners Investments
Manitoba, Canada
$5.23M +$83K +2,105 +2%
FAF
85
Första AP-fonden
Sweden
$5.1M -$544K -13,800 -10%
VanEck Associates
86
VanEck Associates
New York
$4.95M +$482K +12,235 +11%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$4.89M -$236K -5,992 -5%
HAI
88
Hennessy Advisors Inc
California
$4.75M +$114K +2,900 +2%
EIP
89
Energy Income Partners
Connecticut
$4.61M +$4.68M +118,722 New
HM
90
Heronetta Management
New York
$4.57M
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$4.46M +$585K +14,843 +15%
QCM
92
Quantinno Capital Management
New York
$4.21M +$2.37M +60,087 +125%
GQG Partners
93
GQG Partners
Florida
$3.95M +$558K +14,141 +16%
Man Group
94
Man Group
United Kingdom
$3.73M -$313K -7,948 -8%
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$3.48M -$451K -11,448 -11%
American Century Companies
96
American Century Companies
Missouri
$3.38M +$213K +5,408 +7%
IIM
97
Intact Investment Management
Quebec, Canada
$3.35M +$2.07M +52,500 +155%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$3.27M -$13.7M -348,300 -81%
NIM
99
Nexus Investment Management
Ontario, Canada
$3.25M +$15.8K +400 +0.5%
NP
100
Ninepoint Partners
Ontario, Canada
$3.06M -$67.2K -1,703 -2%