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227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

1% less capital invested

Capital invested by funds: $8.12B → $8.08B (-$45.5M)

1.3% less ownership

Funds ownership: 54.88%53.57% (-1.3%)

3% less funds holding

Funds holding: 233227 (-6)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

59% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $16.8M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBWV
126
United Bank (West Virginia)
West Virginia
$1.02M
SB
127
Suntrust Banks
Georgia
$1M +$27.5K +762 +3%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$921K -$30.1K -835 -3%
DWM
129
Dorchester Wealth Management
Quebec, Canada
$883K +$39.2K +1,087 +5%
Assenagon Asset Management
130
Assenagon Asset Management
Luxembourg
$777K -$1.03M -28,584 -57%
QI
131
QS Investors
New York
$762K -$85.1K -2,359 -10%
IA
132
IFP Advisors
Florida
$720K +$1.7K +47 +0.2%
SCM
133
Stevens Capital Management
Pennsylvania
$716K +$722K +20,026 New
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$712K -$133K -3,690 -16%
FMT
135
First Mercantile Trust
Tennessee
$694K -$4.22K -117 -0.6%
TA
136
Tiedemann Advisors
New York
$662K +$46.9K +1,300 +8%
OMCS
137
Old Mutual Customised Solutions
South Africa
$657K
PCM
138
Parsons Capital Management
Rhode Island
$625K
NIMI
139
Natixis Investment Managers International
France
$616K
RJFSA
140
Raymond James Financial Services Advisors
Florida
$602K +$19.4K +537 +3%
SIA
141
Sit Investment Associates
Minnesota
$571K -$14.4K -400 -2%
JG
142
Jefferies Group
New York
$562K +$703K +19,500 New
BCM
143
BlueCrest Capital Management
Jersey
$543K +$547K +15,178 New
Ameriprise
144
Ameriprise
Minnesota
$542K +$14.1K +390 +3%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$527K +$20.9K +579 +4%
Dimensional Fund Advisors
146
Dimensional Fund Advisors
Texas
$474K
MGIA
147
Moneta Group Investment Advisors
Missouri
$444K
PPA
148
Parametric Portfolio Associates
Washington
$444K +$3.79K +105 +0.9%
QC
149
Quadrature Capital
United Kingdom
$427K +$429K +11,900 New
T. Rowe Price Associates
150
T. Rowe Price Associates
Maryland
$418K +$1.84K +51 +0.4%