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Fortis
FTS

Overview Fund Activity

295 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+7
Holders Change %
+2.43%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
115
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$181M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$218M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$246M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$22.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$887M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.01B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$270M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.6M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
101
Louisbourg Investments
New Brunswick, Canada
$3.55M -$710K -17,086 -17%
AF
102
Aviso Financial
Ontario, Canada
$3.52M +$136K +3,270 +4%
PFSRSONJ
103
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.47M +$3.47M +83,610 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$3.05M +$454K +10,913 +17%
GIM
105
Gold Investment Management
Alberta, Canada
$2.94M +$59.4K +1,430 +2%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$2.82M -$1.89M -45,566 -40%
NP
107
Ninepoint Partners
Ontario, Canada
$2.8M -$24.4K -587 -0.9%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$2.73M – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$2.65M +$50.4K +1,212 +2%
UH
110
Unigestion Holding
Switzerland
$2.58M – – –
NIM
111
Nexus Investment Management
Ontario, Canada
$2.56M -$912K -22,000 -26%
TC
112
Tacita Capital
Ontario, Canada
$2.55M -$8.62K -208 -0.3%
Creative Planning
113
Creative Planning
Kansas
$2.52M +$352K +8,468 +16%
PAMP
114
Polar Asset Management Partners
Ontario, Canada
$2.47M +$810K +19,512 +49%
ProShare Advisors
115
ProShare Advisors
Maryland
$2.46M -$32.9K -792 -1%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$2.35M +$102K +2,455 +5%
URS
117
Utah Retirement Systems
Utah
$2.29M – – –
LPL Financial
118
LPL Financial
California
$2.13M +$75.2K +1,810 +4%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$2.01M +$108K +2,590 +6%
Stifel Financial
120
Stifel Financial
Missouri
$1.94M -$10.9K -262 -0.6%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$1.94M – – –
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$1.89M -$1.46M -35,231 -44%
Wellington Management Group
123
Wellington Management Group
Massachusetts
$1.89M +$65.5K +1,577 +4%
Raymond James Financial
124
Raymond James Financial
Florida
$1.75M +$1.75M +42,122 New
AC
125
Addison Capital
Pennsylvania
$1.69M +$94.1K +2,263 +6%
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5
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