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290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
76
Korea Investment Corp
South Korea
$8.6M -$11.3M -264,621 -58%
GF
77
Gabelli Funds
New York
$7.92M -$8.55K -200 -0.1%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$7.9M -$221K -5,176 -3%
RCYC
79
Richard C. Young & Co
Rhode Island
$7.48M -$4.72M -110,519 -40%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$7.44M +$6.38M +149,237 +1,024%
BCIM
81
British Columbia Investment Management
British Columbia, Canada
$7.24M +$3.86M +90,348 +131%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$7.19M +$1.39M +32,498 +26%
BG
83
Bollard Group
Massachusetts
$7.11M -$648K -15,159 -9%
Citigroup
84
Citigroup
New York
$6.97M +$667K +15,605 +11%
FAF
85
Första AP-fonden
Sweden
$6.88M +$855K +20,000 +15%
KOCAA
86
Knights of Columbus Asset Advisors
Connecticut
$6.69M +$62.8K +1,470 +1%
GQG Partners
87
GQG Partners
Florida
$6.33M +$1.61M +37,653 +37%
VanEck Associates
88
VanEck Associates
New York
$6.13M +$398K +9,300 +7%
HAI
89
Hennessy Advisors Inc
California
$5.37M -$175K -4,100 -3%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$5.35M +$120K +2,801 +2%
HM
91
Heronetta Management
New York
$5.28M
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$5.15M -$2.01M -46,941 -29%
EIP
93
Energy Income Partners
Connecticut
$5M -$370K -8,662 -7%
QCM
94
Quantinno Capital Management
New York
$4.84M -$77.2K -1,805 -2%
LI
95
Louisbourg Investments
New Brunswick, Canada
$4.67M -$1.69M -39,442 -28%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$4.48M +$611K +14,300 +17%
AP
97
Antipodes Partners
Australia
$4.21M +$3.96M +92,613 New
Jane Street
98
Jane Street
New York
$4.13M +$1.44M +33,643 +59%
GCM
99
Greenland Capital Management
New York
$4.09M +$3.85M +90,000 New
FMII
100
Farmers & Merchants Investments Inc
Nebraska
$4.05M -$19.7K -461 -0.5%