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Fortis
FTS

Overview Fund Activity

272 hedge funds and large institutions have $11.5B invested in Fortis in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+17
Holders Change %
+6.67%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
96
Reduced
94
Closed
16
Calls
$17M
Puts
$56M
Net Calls
-$39M
Net Calls Change
-$22.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$313M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$115M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$410M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.61B
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$130M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$611M
2
Fidelity International
Fidelity International
Bermuda
$813M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$246M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$440M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$964K +$9.66K +200 +1%
LPL Financial
152
LPL Financial
California
$941K +$604K +12,527 +180%
Schroder Investment Management Group
153
Schroder Investment Management Group
United Kingdom
$920K -$683K -11,192 -43%
ACM
154
AlphaCrest Capital Management
New York
$898K +$898K +18,607 New
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$897K +$776K +16,080 +643%
M&T Bank
156
M&T Bank
New York
$884K -$22.1K -459 -2%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$877K +$69.6K +1,442 +9%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$856K +$107K +1,760 +14%
DWM
159
Dorchester Wealth Management
Quebec, Canada
$847K -$20.4K -423 -2%
HIS
160
Horizon Investment Services
Indiana
$841K -$7.72K -160 -0.9%
SC
161
Savant Capital
Illinois
$841K – – –
Two Sigma Investments
162
Two Sigma Investments
New York
$804K +$804K +16,650 New
VI
163
Vestcor Inc
New Brunswick, Canada
$730K – – –
IWA
164
Intercontinental Wealth Advisors
Texas
$729K +$53.9K +1,117 +8%
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$723K +$24.8K +514 +4%
CSS
166
Cubist Systematic Strategies
Connecticut
$708K +$708K +14,660 New
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$683K -$5.93K -123 -0.9%
VOYA Investment Management
168
VOYA Investment Management
Georgia
$678K +$29.4K +609 +5%
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$653K -$2.45M -50,801 -79%
State Street
170
State Street
Massachusetts
$653K -$106K -2,200 -14%
MOACM
171
Mutual of America Capital Management
New York
$647K – – –
CCMIC
172
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$632K +$22.9K +475 +4%
S
173
SignatureFD
Georgia
$624K -$7.53K -156 -1%
Ameriprise
174
Ameriprise
Minnesota
$624K +$624K +14,296 New
CS
175
Candriam SCA
Luxembourg
$616K +$616K +12,749 New
5 6
7
8 9