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Fortis
FTS

Overview Fund Activity

274 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
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
4.78%
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
$2.45M
Net Calls
+$14.8M
Net Calls Change
+$8.29M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
+$240M
2
Fidelity International
Fidelity International
Bermuda
+$105M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$67.8M
4
QI
QV Investors
Alberta, Canada
+$37M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$26.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$167M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$73M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$61M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$51.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
151
Dorchester Wealth Management
Quebec, Canada
$823K -$16.6K -374 -2%
PP
152
Pacifica Partners
Canada
$792K +$13.2K +300 +2%
HIM
153
Hillsdale Investment Management
Ontario, Canada
$776K -$829K -18,718 -52%
SC
154
Savant Capital
Illinois
$771K +$771K +17,428 New
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$752K – – –
Mitsubishi UFJ Trust & Banking
156
Mitsubishi UFJ Trust & Banking
Japan
$744K +$744K +16,808 New
ACM
157
AlphaCrest Capital Management
New York
$718K +$501K +11,339 +231%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$713K +$147K +2,670 +26%
State Street
159
State Street
Massachusetts
$696K – – –
CSS
160
Cubist Systematic Strategies
Connecticut
$671K +$434K +9,800 +183%
VI
161
Vestcor Inc
New Brunswick, Canada
$669K – – –
American Century Companies
162
American Century Companies
Missouri
$646K -$1.96M -44,283 -75%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$641K +$9.16K +207 +1%
IWA
164
Intercontinental Wealth Advisors
Texas
$626K +$17K +383 +3%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$624K +$170K +3,838 +37%
MWNA
166
Marshall Wace North America
New York
$598K -$1.28M -28,800 -68%
SIA
167
Sit Investment Associates
Minnesota
$598K – – –
MOACM
168
Mutual of America Capital Management
New York
$593K -$55.8K -1,262 -9%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$560K +$208K +4,689 +59%
CCMIC
170
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$558K +$58.2K +1,315 +12%
S
171
SignatureFD
Georgia
$553K +$93.6K +2,114 +20%
FMT
172
First Mercantile Trust
Tennessee
$524K -$21.1K -478 -4%
JAM
173
JCIC Asset Management
Ontario, Canada
$511K +$4.67K +85 +0.9%
VOYA Investment Management
174
VOYA Investment Management
Georgia
$452K -$82.1K -1,851 -15%
QSS
175
Quantitative Systematic Strategies
Florida
$452K +$452K +10,226 New
5 6
7
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