295 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+7
Holders Change %
+2.43%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
115
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
151
Code Waechter
Florida
$778K +$11.5K +277 +2%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$773K +$57.7K +1,387 +8%
PAG
153
Private Advisor Group
New Jersey
$766K +$1.41K +34 +0.2%
MGP
154
Metis Global Partners
California
$754K +$131K +3,152 +21%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$744K +$22.1K +531 +3%
GC
156
Guggenheim Capital
Illinois
$738K +$95.6K +2,300 +15%
MHI
157
Miller Howard Investments
New York
$733K +$9.44K +227 +1%
MPPW
158
Mitchell & Pahl Private Wealth
Oklahoma
$718K +$49.1K +1,182 +7%
Ameriprise
159
Ameriprise
Minnesota
$701K -$497K -8,853 -41%
XT
160
XTX Topco
Cayman Islands
$672K +$672K +16,159 New
Wolverine Trading
161
Wolverine Trading
Illinois
$671K +$671K +16,104 New
HIM
162
Hillsdale Investment Management
Ontario, Canada
$668K -$13.5K -325 -2%
RhumbLine Advisers
163
RhumbLine Advisers
Massachusetts
$659K -$1.12K -27 -0.2%
M&T Bank
164
M&T Bank
New York
$616K -$112K -2,684 -15%
US Bancorp
165
US Bancorp
Minnesota
$605K +$68.1K +1,638 +13%
GT
166
Glenmede Trust
Pennsylvania
$581K -$122K -2,924 -17%
Credit Agricole
167
Credit Agricole
France
$571K -$63.7K -1,533 -10%
UM
168
UniSuper Management
Australia
$567K -$125K -2,100 -18%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$557K -$40.6K -978 -7%
CFD
170
Creative Financial Designs
Indiana
$556K +$205K +4,928 +58%
N
171
Natixis
France
$538K +$325K +7,822 +153%
LNWWM
172
Laird Norton Wetherby Wealth Management
California
$519K -$83.9K -2,019 -14%
PGH
173
Partners Group Holding
Switzerland
$514K
SG
174
Sienna Gestion
France
$507K
CF
175
Canoe Financial
Alberta, Canada
$477K -$61.3K -1,476 -11%