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275 hedge funds and large institutions have $10.1B invested in Fortis in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
100
Reduced
92
Closed
25
Calls
$17.3M
Puts
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
101
Community Financial Services Group
Vermont
$4.38M +$76.2K +1,691 +2%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$4.38M +$4.46M +98,936 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$3.79M -$128K -2,837 -3%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$3.73M -$761K -16,885 -17%
Citadel Advisors
105
Citadel Advisors
Florida
$3.67M +$3.31M +73,414 +775%
AC
106
Addenda Capital
Quebec, Canada
$3.6M -$32.7M -726,040 -92%
Wellington Management Group
107
Wellington Management Group
Massachusetts
$3.49M +$23.2K +514 +0.7%
EIP
108
Energy Income Partners
Connecticut
$3.38M -$1.31M -28,982 -28%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$3.3M -$114K -2,525 -3%
AllianceBernstein
110
AllianceBernstein
Tennessee
$3.25M -$142K -3,141 -4%
DR
111
Davis Rea
Ontario, Canada
$3.25M -$43K -955 -1%
PG
112
Pendal Group
Australia
$3.23M +$3.29M +73,050 New
VanEck Associates
113
VanEck Associates
New York
$3.23M +$362K +8,043 +12%
N
114
Natixis
France
$3.1M +$1.23M +27,290 +64%
SAM
115
Shell Asset Management
Netherlands
$3.08M -$437K -9,700 -12%
CS
116
Candriam SCA
Luxembourg
$2.77M
BCV
117
Banque Cantonale Vaudoise
Switzerland
$2.67M -$458K -10,157 -14%
RJA
118
Raymond James & Associates
Florida
$2.44M -$83.6K -1,855 -3%
QI
119
QS Investors
New York
$2.2M +$1.48M +32,831 +210%
Stifel Financial
120
Stifel Financial
Missouri
$2.08M -$6.49K -144 -0.3%
AII
121
AGF Investments Inc
Ontario, Canada
$2.06M -$1.84M -40,745 -47%
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$1.99M +$155K +3,434 +10%
LBD
123
Landsberg Bennett & Dubbaneh
Florida
$1.97M +$67.7K +1,503 +4%
NIM
124
Nexus Investment Management
Ontario, Canada
$1.88M -$45.1K -1,000 -2%
AC
125
Addison Capital
Pennsylvania
$1.75M -$36K -799 -2%