265 hedge funds and large institutions have $9.57B invested in Fortis in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
100
Reduced
92
Closed
17
Calls
$62.4M
Puts
$60.5M
Net Calls
+$1.98M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$2.05M +$825K +21,712 +67%
VNA
127
Valley National Advisers
Pennsylvania
$1.93M
LPL Financial
128
LPL Financial
California
$1.77M +$77.5K +2,041 +5%
TC
129
Tacita Capital
Ontario, Canada
$1.69M +$73.5K +1,930 +5%
HighTower Advisors
130
HighTower Advisors
Illinois
$1.64M -$6.58K -172 -0.4%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$1.64M +$251K +6,608 +18%
QCM
132
Quantinno Capital Management
New York
$1.44M +$907K +23,874 +170%
AllianceBernstein
133
AllianceBernstein
Tennessee
$1.43M -$33.1K -870 -2%
AM
134
AGF Management
Ontario, Canada
$1.42M +$12.3K +324 +0.9%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$1.41M -$581K -15,220 -29%
DR
136
Davis Rea
Ontario, Canada
$1.4M -$44.6K -1,170 -3%
Millennium Management
137
Millennium Management
New York
$1.38M +$729K +19,201 +113%
BNP Paribas Asset Management
138
BNP Paribas Asset Management
France
$1.34M -$117K -2,265 -8%
Creative Planning
139
Creative Planning
Kansas
$1.28M -$7.83K -206 -0.6%
AC
140
Addison Capital
Pennsylvania
$1.21M -$24.9K -656 -2%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$1.2M -$13K -342 -1%
JFL
142
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.19M -$27.5K -720 -2%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$1.15M -$494K -13,012 -30%
Baillie Gifford & Co
144
Baillie Gifford & Co
United Kingdom
$1.13M
CAM
145
Concorde Asset Management
Michigan
$1.1M
CP
146
Cumberland Partners
Ontario, Canada
$1.06M +$179K +4,700 +20%
OTPPB
147
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.06M +$161K +4,246 +18%
RJA
148
Raymond James & Associates
Florida
$1.01M -$558K -14,689 -36%
S
149
SignatureFD
Georgia
$899K +$26.3K +691 +3%
JGUA
150
John G. Ullman & Associates
New York
$889K