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Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
126
Neuberger Berman Group
New York
$1.8M +$272K +6,569 +18%
IMCOOI
127
Investment Management Corp of Ontario (IMCO)
Canada
$1.75M +$1.75M +42,588 New
LI
128
Louisbourg Investments
New Brunswick, Canada
$1.72M +$1.72M +41,658 New
JFL
129
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.68M +$394K +9,532 +31%
AC
130
Addison Capital
Pennsylvania
$1.5M +$192K +4,678 +15%
AllianceBernstein
131
AllianceBernstein
Tennessee
$1.5M -$49.1K -1,194 -3%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$1.4M -$377K -9,183 -21%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$1.36M +$59.3K +1,442 +5%
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$1.3M -$116K -2,136 -8%
DR
135
Davis Rea
Ontario, Canada
$1.26M -$258K -6,253 -17%
AM
136
AGF Management
Ontario, Canada
$1.24M -$486K -10,489 -28%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$1.23M -$11.7K -284 -0.9%
GQG Partners
138
GQG Partners
Florida
$1.23M -$1.97M -47,709 -62%
CP
139
Cumberland Partners
Ontario, Canada
$1.22M +$66.1K +1,600 +6%
Jane Street
140
Jane Street
New York
$1.2M -$2.62M -63,629 -68%
CAM
141
Concorde Asset Management
Michigan
$1.19M – – –
AIM
142
Aigen Investment Management
New York
$1.16M +$1.16M +28,204 New
OTPPB
143
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M -$14.5K -352 -1%
GAM
144
Gotham Asset Management
New York
$1.03M +$211K +5,136 +26%
S
145
SignatureFD
Georgia
$951K -$23.1K -561 -2%
RJA
146
Raymond James & Associates
Florida
$911K -$186K -4,529 -17%
Mariner
147
Mariner
Kansas
$875K +$247K +6,005 +39%
Wellington Management Group
148
Wellington Management Group
Massachusetts
$758K -$2.07M -49,969 -73%
Mitsubishi UFJ Trust & Banking
149
Mitsubishi UFJ Trust & Banking
Japan
$749K -$86.4K -2,100 -10%
M&T Bank
150
M&T Bank
New York
$726K +$52.1K +1,266 +8%
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6
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