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297 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, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290297 (+7)

1.33% less ownership

Funds ownership: 52.08%50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
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
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
101
Louisbourg Investments
New Brunswick, Canada
$3.55M -$747K -17,086 -17%
AF
102
Aviso Financial
Ontario, Canada
$3.52M +$143K +3,270 +4%
PFSRSONJ
103
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.47M +$3.66M +83,610 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$3.05M +$477K +10,913 +17%
GIM
105
Gold Investment Management
Alberta, Canada
$2.94M +$62.5K +1,430 +2%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$2.82M -$1.99M -45,566 -40%
NP
107
Ninepoint Partners
Ontario, Canada
$2.8M -$25.7K -587 -0.9%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$2.73M
Fidelity Investments
109
Fidelity Investments
Massachusetts
$2.65M +$53K +1,212 +2%
UH
110
Unigestion Holding
Switzerland
$2.58M
NIM
111
Nexus Investment Management
Ontario, Canada
$2.56M -$962K -22,000 -26%
TC
112
Tacita Capital
Ontario, Canada
$2.55M -$9.1K -208 -0.3%
Creative Planning
113
Creative Planning
Kansas
$2.52M +$370K +8,468 +16%
PAMP
114
Polar Asset Management Partners
Ontario, Canada
$2.47M +$853K +19,512 +49%
ProShare Advisors
115
ProShare Advisors
Maryland
$2.46M -$34.6K -792 -1%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$2.35M +$107K +2,455 +5%
URS
117
Utah Retirement Systems
Utah
$2.29M
LPL Financial
118
LPL Financial
California
$2.13M +$79.1K +1,810 +4%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$2.01M +$113K +2,590 +6%
Stifel Financial
120
Stifel Financial
Missouri
$1.94M -$11.5K -262 -0.6%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$1.94M
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$1.89M -$1.54M -35,231 -44%
Wellington Management Group
123
Wellington Management Group
Massachusetts
$1.89M +$69K +1,577 +4%
Raymond James Financial
124
Raymond James Financial
Florida
$1.75M +$1.84M +42,122 New
AC
125
Addison Capital
Pennsylvania
$1.69M +$99K +2,263 +6%