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275 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

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
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
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
151
M&T Bank
New York
$832K -$180 -4 -0%
DWM
152
Dorchester Wealth Management
Quebec, Canada
$823K -$16.9K -374 -2%
PP
153
Pacifica Partners
Canada
$792K +$13.5K +300 +2%
HIM
154
Hillsdale Investment Management
Ontario, Canada
$776K -$843K -18,718 -52%
SC
155
Savant Capital
Illinois
$771K +$785K +17,428 New
Daiwa Securities Group
156
Daiwa Securities Group
Japan
$752K
Mitsubishi UFJ Trust & Banking
157
Mitsubishi UFJ Trust & Banking
Japan
$744K +$757K +16,808 New
ACM
158
AlphaCrest Capital Management
New York
$718K +$511K +11,339 +231%
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$713K +$120K +2,670 +26%
State Street
160
State Street
Massachusetts
$696K
CSS
161
Cubist Systematic Strategies
Connecticut
$671K +$442K +9,800 +183%
VI
162
Vestcor Inc
New Brunswick, Canada
$669K
American Century Companies
163
American Century Companies
Missouri
$646K -$2M -44,283 -75%
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$641K +$9.33K +207 +1%
IWA
165
Intercontinental Wealth Advisors
Texas
$626K +$17.3K +383 +3%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$624K +$173K +3,838 +37%
MWNA
167
Marshall Wace North America
New York
$598K -$1.3M -28,800 -68%
SIA
168
Sit Investment Associates
Minnesota
$598K
MOACM
169
Mutual of America Capital Management
New York
$593K -$56.9K -1,262 -9%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$560K +$211K +4,689 +59%
CCMIC
171
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$558K +$59.3K +1,315 +12%
S
172
SignatureFD
Georgia
$553K +$95.3K +2,114 +20%
FMT
173
First Mercantile Trust
Tennessee
$524K -$21.5K -478 -4%
JAM
174
JCIC Asset Management
Ontario, Canada
$511K +$3.83K +85 +0.9%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$452K -$83.4K -1,851 -15%