We are live on ! Find out more

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
PE
101
Point72 Europe
United Kingdom
$2.99M +$3.04M +77,000 New
AF
102
Aviso Financial
Ontario, Canada
$2.96M +$3.03M +76,783 New
Citadel Advisors
103
Citadel Advisors
Florida
$2.9M +$1.47M +37,214 +99%
GIM
104
Gold Investment Management
Alberta, Canada
$2.72M -$443K -11,242 -14%
BCIM
105
British Columbia Investment Management
British Columbia, Canada
$2.68M +$1.77M +44,866 +186%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$2.63M +$327K +8,300 +14%
HPG
107
Harvest Portfolios Group
Ontario, Canada
$2.48M -$4.47M -113,436 -64%
Jane Street
108
Jane Street
New York
$2.22M -$535K -13,558 -19%
URS
109
Utah Retirement Systems
Utah
$2.14M -$74.9K -1,900 -3%
ProShare Advisors
110
ProShare Advisors
Maryland
$2.1M -$213K -5,401 -9%
TC
111
Tacita Capital
Ontario, Canada
$2.1M +$24.6K +625 +1%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$2.06M +$72.8K +1,846 +4%
UIM
113
USS Investment Management
United Kingdom
$2.02M +$251K +6,353 +14%
Stifel Financial
114
Stifel Financial
Missouri
$1.94M -$234K -5,928 -11%
LPL Financial
115
LPL Financial
California
$1.9M +$78.1K +1,981 +4%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$1.88M +$688K +17,450 +56%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$1.81M -$497K -12,600 -21%
VNA
118
Valley National Advisers
Pennsylvania
$1.78M +$1.14K +29 +0.1%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$1.78M -$156K -3,951 -8%
Creative Planning
120
Creative Planning
Kansas
$1.68M -$101K -2,552 -6%
Neuberger Berman Group
121
Neuberger Berman Group
New York
$1.62M -$411K -10,418 -20%
AAF
122
Andra AP-fonden
Sweden
$1.6M +$1.19M +30,100 New
PIC
123
PCJ Investment Counsel
Ontario, Canada
$1.53M +$1.55M +39,410 New
AC
124
Addison Capital
Pennsylvania
$1.53M +$16.5K +419 +1%
Wellington Management Group
125
Wellington Management Group
Massachusetts
$1.44M +$253K +6,411 +21%