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Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
101
Baskin Financial Services
Ontario, Canada
$3.53M 85,825 -9,957 -10%
MHI
102
Miller Howard Investments
New York
$3.42M 83,254 -6,667 -7%
GIM
103
Gold Investment Management
Alberta, Canada
$3.32M 80,790 +80,790 New
CQS
104
Credential Qtrade Securities
$3.24M 78,673 +6,156 +8%
TPM
105
Triasima Portfolio Management
Quebec, Canada
$3.23M 78,429 -387,486 -83%
Two Sigma Investments
106
Two Sigma Investments
New York
$2.85M 69,350 -238,284 -77%
ProShare Advisors
107
ProShare Advisors
Maryland
$2.69M 65,368 +1,529 +2%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$2.63M 63,928 +63,928 New
Truist Financial
109
Truist Financial
North Carolina
$2.6M 63,320 -5,992 -9%
HPG
110
Harvest Portfolios Group
Ontario, Canada
$2.59M 62,923 +4,036 +7%
SAM
111
Shell Asset Management
Netherlands
$2.57M 62,146 -16,400 -21%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$2.44M 59,392 -4,756 -7%
URS
113
Utah Retirement Systems
Utah
$2.36M 57,024 – –
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$2.31M 57,351 – –
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$2.29M 55,351 – –
QCM
116
Quantinno Capital Management
New York
$2.23M 54,257 +16,332 +43%
CSS
117
Cubist Systematic Strategies
Connecticut
$2.23M 54,062 -21,003 -28%
WHRC
118
W.H. Reaves & Co
New Jersey
$2.22M 53,970 -1,950 -3%
Stifel Financial
119
Stifel Financial
Missouri
$2.2M 53,543 -343 -0.6%
TI
120
Trexquant Investment
Connecticut
$2.18M 53,116 +38,732 +269%
CF
121
Canoe Financial
Alberta, Canada
$2.04M 49,568 -12,968 -21%
LPL Financial
122
LPL Financial
California
$1.93M 47,022 +426 +0.9%
VNA
123
Valley National Advisers
Pennsylvania
$1.88M 45,797 -5,042 -10%
TC
124
Tacita Capital
Ontario, Canada
$1.85M 44,836 +534 +1%
Creative Planning
125
Creative Planning
Kansas
$1.8M 43,826 +10,163 +30%
3 4
5
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