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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
American Century Companies
101
American Century Companies
Missouri
$4M +$36.5K +853 +1%
NIM
102
Nexus Investment Management
Ontario, Canada
$3.81M
AF
103
Aviso Financial
Ontario, Canada
$3.7M +$199K +4,656 +6%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$3.67M -$3.13M -73,204 -48%
GIM
105
Gold Investment Management
Alberta, Canada
$3.15M -$23.5K -550 -0.8%
NP
106
Ninepoint Partners
Ontario, Canada
$3.09M -$462K -10,805 -14%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$3.05M
Jones Financial Companies
108
Jones Financial Companies
Missouri
$2.84M +$404K +9,461 +18%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$2.84M +$716K +16,763 +37%
UH
110
Unigestion Holding
Switzerland
$2.83M +$2.66M +62,283 New
TC
111
Tacita Capital
Ontario, Canada
$2.81M +$328K +7,674 +14%
ProShare Advisors
112
ProShare Advisors
Maryland
$2.73M +$253K +5,918 +11%
HPG
113
Harvest Portfolios Group
Ontario, Canada
$2.67M -$220K -5,144 -8%
URS
114
Utah Retirement Systems
Utah
$2.51M
Natixis Advisors
115
Natixis Advisors
Massachusetts
$2.46M +$246K +5,750 +12%
Creative Planning
116
Creative Planning
Kansas
$2.37M +$389K +9,108 +21%
UIM
117
USS Investment Management
United Kingdom
$2.37M +$9.87K +231 +0.4%
LPL Financial
118
LPL Financial
California
$2.24M +$25.2K +589 +1%
Stifel Financial
119
Stifel Financial
Missouri
$2.14M -$125K -2,924 -6%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$2.12M
Neuberger Berman Group
121
Neuberger Berman Group
New York
$2.08M +$174K +4,064 +10%
SAM
122
Shell Asset Management
Netherlands
$2.06M +$1.94M +45,346 New
Man Group
123
Man Group
United Kingdom
$2M -$2.22M -51,995 -54%
Citadel Advisors
124
Citadel Advisors
Florida
$2M -$1.32M -30,781 -41%
Wellington Management Group
125
Wellington Management Group
Massachusetts
$1.99M +$290K +6,779 +18%