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257 hedge funds and large institutions have $8.96B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $19M | Put options by funds: $11.2M

5% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 94

4% less capital invested

Capital invested by funds: $9.29B → $8.96B (-$329M)

1.58% less ownership

Funds ownership: 52.24%50.67% (-1.6%)

4% less funds holding

Funds holding: 267257 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
24
Increased
99
Reduced
94
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
LBD
126
Landsberg Bennett & Dubbaneh
Florida
$1.54M +$45.1K +1,182 +3%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$1.53M +$193K +5,061 +14%
Skandinaviska Enskilda Banken (SEB)
128
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.52M +$1.8M +47,092 +625%
NIM
129
Nexus Investment Management
Ontario, Canada
$1.48M +$13.3K +350 +0.9%
JFL
130
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.38M -$377K -9,875 -21%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$1.33M +$131K +3,426 +11%
Bessemer Group
132
Bessemer Group
New Jersey
$1.32M +$928K +24,329 +1,440%
VanEck Associates
133
VanEck Associates
New York
$1.28M +$189K +4,949 +17%
Man Group
134
Man Group
United Kingdom
$1.15M -$9.3M -243,875 -89%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.12M +$117K +3,062 +12%
UBS AM
136
UBS AM
Illinois
$1.11M -$270K -7,071 -19%
CAM
137
Concorde Asset Management
Michigan
$1.1M
PPA
138
Parametric Portfolio Associates
Washington
$1.02M -$87.8K -2,301 -8%
ACM
139
Ativo Capital Management
Illinois
$962K
MME
140
Meag Munich Ergo
Germany
$912K +$918K +24,061 New
GC
141
Guggenheim Capital
Illinois
$901K -$311K -8,149 -26%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$844K -$538K -14,115 -39%
GT
143
Glenmede Trust
Pennsylvania
$822K -$332K -8,701 -29%
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
$819K
Axa
145
Axa
France
$798K +$799K +20,944 New
DWM
146
Dorchester Wealth Management
Quebec, Canada
$767K -$22.9K -600 -3%
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$765K +$184K +4,814 +31%
M&T Bank
148
M&T Bank
New York
$757K +$25.7K +673 +4%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$755K +$6.52K +171 +0.9%
FMT
150
First Mercantile Trust
Tennessee
$730K -$35.6K -933 -5%