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297 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290297 (+7)

1.33% less ownership

Funds ownership: 52.08%50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
126
Swiss Life Asset Management
$1.58M +$1.67M +38,164 New
SNT
127
SIG North Trading
Pennsylvania
$1.54M +$688K +15,743 +74%
AllianceBernstein
128
AllianceBernstein
Tennessee
$1.46M -$4.24K -97 -0.3%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.45M +$13.8K +315 +0.9%
SAM
130
Shell Asset Management
Netherlands
$1.41M -$503K -11,500 -25%
BNP Paribas Asset Management
131
BNP Paribas Asset Management
France
$1.37M +$320K +7,321 +29%
S
132
SignatureFD
Georgia
$1.3M +$227K +5,199 +20%
DCM
133
DGS Capital Management
New Jersey
$1.27M +$459K +10,491 +52%
USAA
134
United Services Automobile Association
Texas
$1.25M
QC
135
Quadrature Capital
United Kingdom
$1.25M +$1.32M +30,100 New
UIM
136
USS Investment Management
United Kingdom
$1.21M -$1.01M -22,986 -44%
CAM
137
Concorde Asset Management
Michigan
$1.21M
TPM
138
Triasima Portfolio Management
Quebec, Canada
$1.2M -$5.38K -123 -0.4%
KJHP
139
K.J. Harrison & Partners
Ontario, Canada
$1.19M +$40.2K +920 +3%
Allianz Asset Management
140
Allianz Asset Management
Germany
$1.17M -$169K -3,868 -12%
CP
141
Cumberland Partners
Ontario, Canada
$1.16M +$74.3K +1,700 +6%
VPI
142
Value Partners Investments
Manitoba, Canada
$1.13M -$8.66M -197,946 -90%
AIM
143
Aigen Investment Management
New York
$1.02M -$25.1K -574 -2%
KW
144
Keyvantage Wealth
Pennsylvania
$957K +$1.01M +23,016 New
Truist Financial
145
Truist Financial
North Carolina
$950K -$147K -3,360 -13%
JFL
146
Jarislowsky, Fraser Ltd
Quebec, Canada
$931K +$119K +2,712 +14%
Jane Street
147
Jane Street
New York
$858K -$3.07M -70,218 -77%
Mariner
148
Mariner
Kansas
$821K -$22.5K -515 -3%
VI
149
Versor Investments
New York
$807K +$389K +8,900 +84%
SC
150
Savant Capital
Illinois
$799K +$9.49K +217 +1%