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275 hedge funds and large institutions have $10.1B invested in Fortis in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

0.39% more ownership

Funds ownership: 51.83%52.22% (+0.39%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less capital invested

Capital invested by funds: $10.2B → $10.1B (-$140M)

5% less call options, than puts

Call options by funds: $45.3M | Put options by funds: $47.6M

2% less funds holding

Funds holding: 281275 (-6)

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
118
Reduced
88
Closed
33
Calls
$45.3M
Puts
$47.6M
Net Calls
-$2.35M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$661K +$362K +9,168 +117%
GT
152
Glenmede Trust
Pennsylvania
$652K +$662K +16,778 New
HIM
153
Hillsdale Investment Management
Ontario, Canada
$638K +$28.8K +730 +5%
WCM
154
Washington Capital Management
Washington
$638K +$647K +16,415 New
CFSG
155
Community Financial Services Group
Vermont
$637K -$171K -4,340 -21%
Mariner
156
Mariner
Kansas
$622K +$36.9K +935 +6%
UM
157
UniSuper Management
Australia
$617K +$185K +4,700 +68%
RhumbLine Advisers
158
RhumbLine Advisers
Massachusetts
$616K -$67.3K -1,706 -10%
MGP
159
Metis Global Partners
California
$615K +$12K +304 +2%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$587K -$11.5K -292 -2%
USAA
161
United Services Automobile Association
Texas
$583K
AM
162
AGF Management
Ontario, Canada
$581K -$664K -16,849 -61%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$576K +$109K +2,768 +23%
MPPW
164
Mitchell & Pahl Private Wealth
Oklahoma
$572K +$3.23K +82 +0.6%
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$566K -$967K -24,521 -63%
Credit Agricole
166
Credit Agricole
France
$562K +$500K +12,681 +712%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$547K +$51K +1,294 +10%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$522K +$6.19K +157 +1%
WCM
169
Weaver Capital Management
Georgia
$514K -$93.3K -2,367 -15%
CF
170
Canoe Financial
Alberta, Canada
$513K
DCM
171
DGS Capital Management
New Jersey
$503K +$133K +3,363 +35%
VI
172
Versor Investments
New York
$483K -$110K -2,800 -18%
GC
173
Guggenheim Capital
Illinois
$471K +$137K +3,465 +40%
DWM
174
Dorchester Wealth Management
Quebec, Canada
$452K -$51.3K -1,300 -10%
US Bancorp
175
US Bancorp
Minnesota
$442K -$16.2K -410 -3%