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275 hedge funds and large institutions have $10.1B invested in Fortis in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
100
Reduced
92
Closed
25
Calls
$17.3M
Puts
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Cumberland Partners
Ontario, Canada
$1.68M +$640K +14,200 +60%
DZ Bank
127
DZ Bank
Germany
$1.65M -$5.18M -114,889 -75%
Jane Street
128
Jane Street
New York
$1.65M +$1.68M +37,187 New
Truist Financial
129
Truist Financial
North Carolina
$1.6M -$93K -2,063 -5%
TC
130
Tacita Capital
Ontario, Canada
$1.6M +$328K +7,275 +25%
WBC
131
Westpac Banking Corp
Australia
$1.57M
JFL
132
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.47M -$28K -621 -2%
PPA
133
Parametric Portfolio Associates
Washington
$1.39M +$343K +7,612 +32%
Baillie Gifford & Co
134
Baillie Gifford & Co
United Kingdom
$1.35M
APG Asset Management
135
APG Asset Management
Netherlands
$1.31M -$762K -16,905 -32%
CAM
136
Concorde Asset Management
Michigan
$1.28M
Baird Financial Group
137
Baird Financial Group
Wisconsin
$1.25M +$44.8K +994 +4%
UBS AM
138
UBS AM
Illinois
$1.21M +$2.25K +50 +0.2%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$1.19M +$38.3K +851 +3%
JGUA
140
John G. Ullman & Associates
New York
$1.17M
BBVA
141
Banco Bilbao Vizcaya Argentaria
Spain
$1.1M +$336K +7,465 +43%
SGI
142
Summit Global Investments
Utah
$1.09M +$89.9K +1,995 +9%
SCM
143
Southport Capital Management
Tennessee
$1.08M -$60K -1,331 -5%
ACM
144
Ativo Capital Management
Illinois
$1.04M -$76K -1,686 -7%
AIM
145
Achmea Investment Management
Netherlands
$1.01M +$57.7K +1,280 +6%
HIS
146
Horizon Investment Services
Indiana
$970K +$389K +8,625 +65%
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$895K +$2.61K +58 +0.3%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$851K +$18K +400 +2%
ZP
149
Zimmer Partners
New York
$840K +$855K +18,979 New
QT
150
Quantbot Technologies
New York
$838K -$517K -11,472 -38%