265 hedge funds and large institutions have $9.57B invested in Fortis in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
100
Reduced
92
Closed
17
Calls
$62.4M
Puts
$60.5M
Net Calls
+$1.98M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Trust & Banking
151
Mitsubishi UFJ Trust & Banking
Japan
$771K -$75.6K -1,992 -9%
GAM
152
Gotham Asset Management
New York
$753K +$511K +13,445 +211%
MGP
153
Metis Global Partners
California
$740K -$6.38K -168 -0.9%
LNWWM
154
Laird Norton Wetherby Wealth Management
California
$705K -$116K -3,052 -14%
SC
155
Savant Capital
Illinois
$666K -$2.36K -62 -0.4%
RhumbLine Advisers
156
RhumbLine Advisers
Massachusetts
$663K +$10.1K +265 +2%
QT
157
Quantbot Technologies
New York
$663K +$663K +17,454 New
M&T Bank
158
M&T Bank
New York
$623K -$44.9K -1,182 -7%
UBS AM
159
UBS AM
Illinois
$605K -$151K -3,976 -20%
Mariner
160
Mariner
Kansas
$580K +$34.2K +900 +6%
USAA
161
United Services Automobile Association
Texas
$569K +$104K +2,735 +22%
US Bancorp
162
US Bancorp
Minnesota
$558K +$16.4K +432 +3%
TI
163
Trexquant Investment
Connecticut
$546K -$2.02M -53,152 -79%
DWM
164
Dorchester Wealth Management
Quebec, Canada
$527K
HIM
165
Hillsdale Investment Management
Ontario, Canada
$507K +$111K +2,930 +28%
MPPW
166
Mitchell & Pahl Private Wealth
Oklahoma
$503K +$81.5K +2,144 +19%
EIP
167
Energy Income Partners
Connecticut
$501K +$501K +13,187 New
N
168
Natixis
France
$500K -$598K -15,718 -54%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$496K -$73.6K -1,929 -13%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$463K -$46.4K -1,222 -9%
API
171
Advisor Partners II
California
$432K +$117K +3,087 +37%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$423K -$39.9K -1,049 -9%
GC
173
Guggenheim Capital
Illinois
$420K -$420K -11,054 -50%
CAN
174
Cetera Advisor Networks
California
$418K -$13.8K -362 -3%
CCMIC
175
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$397K -$8.55K -225 -2%