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290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
126
Polar Asset Management Partners
Ontario, Canada
$1.82M +$641K +15,000 +60%
AC
127
Addison Capital
Pennsylvania
$1.74M -$46.5K -1,089 -3%
AllianceBernstein
128
AllianceBernstein
Tennessee
$1.6M -$19.5K -456 -1%
BNP Paribas Asset Management
129
BNP Paribas Asset Management
France
$1.57M +$78.7K +1,842 +8%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$1.57M +$55.9K +1,307 +4%
WHRC
131
W.H. Reaves & Co
New Jersey
$1.54M
Allianz Asset Management
132
Allianz Asset Management
Germany
$1.45M +$1.1M +25,633 +405%
CAM
133
Concorde Asset Management
Michigan
$1.32M
TPM
134
Triasima Portfolio Management
Quebec, Canada
$1.32M
Ameriprise
135
Ameriprise
Minnesota
$1.27M +$74.1K +1,733 +9%
KJHP
136
K.J. Harrison & Partners
Ontario, Canada
$1.25M +$109K +2,550 +10%
RJA
137
Raymond James & Associates
Florida
$1.24M -$274K -6,411 -19%
CP
138
Cumberland Partners
Ontario, Canada
$1.19M -$269K -6,300 -19%
Truist Financial
139
Truist Financial
North Carolina
$1.19M -$106K -2,476 -9%
S
140
SignatureFD
Georgia
$1.19M +$140K +3,277 +14%
AIM
141
Aigen Investment Management
New York
$1.14M +$1.07M +25,140 New
SEC
142
Seven Eight Capital
New York
$1.05M +$988K +23,106 New
IMCOOI
143
Investment Management Corp of Ontario (IMCO)
Canada
$999K -$72.7K -1,700 -7%
SNT
144
SIG North Trading
Pennsylvania
$969K +$689K +16,129 +311%
Mariner
145
Mariner
Kansas
$920K +$181K +4,230 +26%
DCM
146
DGS Capital Management
New Jersey
$912K +$305K +7,130 +55%
JFL
147
Jarislowsky, Fraser Ltd
Quebec, Canada
$896K -$41.9K -981 -5%
Assenagon Asset Management
148
Assenagon Asset Management
Luxembourg
$871K +$245K +5,723 +43%
SC
149
Savant Capital
Illinois
$864K +$39.6K +926 +5%
WCM
150
Washington Capital Management
Washington
$855K +$103K +2,400 +15%