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Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Savant Capital
Illinois
$722K +$247 +6 +0%
RhumbLine Advisers
152
RhumbLine Advisers
Massachusetts
$712K -$6.38K -155 -0.9%
MGP
153
Metis Global Partners
California
$696K -$105K -2,543 -13%
XT
154
XTX Topco
Cayman Islands
$687K +$687K +16,705 New
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$669K -$94.4K -2,294 -12%
Millennium Management
156
Millennium Management
New York
$637K -$853K -20,725 -57%
USAA
157
United Services Automobile Association
Texas
$617K – – –
US Bancorp
158
US Bancorp
Minnesota
$584K -$19.8K -482 -3%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$562K +$104K +2,525 +23%
Assenagon Asset Management
160
Assenagon Asset Management
Luxembourg
$561K +$23.8K +577 +4%
MPPW
161
Mitchell & Pahl Private Wealth
Oklahoma
$545K +$740 +18 +0.1%
DWM
162
Dorchester Wealth Management
Quebec, Canada
$537K -$32K -776 -6%
KJHP
163
K.J. Harrison & Partners
Ontario, Canada
$531K +$531K +12,881 New
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$530K +$28.9K +703 +6%
UBS AM
165
UBS AM
Illinois
$525K -$131K -3,181 -20%
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$521K +$521K +12,655 New
Barclays
167
Barclays
United Kingdom
$493K +$126K +3,060 +34%
WCM
168
Weaver Capital Management
Georgia
$483K +$483K +11,741 New
TRCT
169
Tower Research Capital (TRC)
New York
$475K +$466K +11,337 +5,323%
HIM
170
Hillsdale Investment Management
Ontario, Canada
$475K -$75.7K -1,840 -14%
CAN
171
Cetera Advisor Networks
California
$466K +$13.9K +339 +3%
VI
172
Versor Investments
New York
$458K +$189K +4,600 +70%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$419K +$20.2K +490 +5%
CC
174
Centiva Capital
New York
$418K +$418K +10,171 New
PP
175
Pacifica Partners
Canada
$413K +$18.2K +450 +5%
5 6
7
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