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233 hedge funds and large institutions have $8.12B invested in Fortis in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $4.57M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $7.13B → $8.12B (+$989M)

3.23% more ownership

Funds ownership: 51.65%54.88% (+3.2%)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 235233 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
89
Reduced
81
Closed
19
Calls
$4.57M
Puts
$2.58M
Net Calls
+$1.99M
Net Calls Change
-$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$244K +$231K +6,950 New
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$234K -$7.96K -239 -3%
BTNA
178
Bremer Trust National Association
Minnesota
$228K -$135K -4,043 -38%
WAS
179
WESPAC Advisors SoCal
California
$228K
MAM
180
Meeder Asset Management
Ohio
$227K
AG
181
Advisor Group
Arizona
$218K -$43.4K -1,304 -17%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$205K +$196K +5,889 New
RW
183
REDW Wealth
New Mexico
$203K +$192K +5,770 New
WB
184
Webster Bank
Connecticut
$200K -$204K -6,132 -52%
OAM
185
Oppenheimer Asset Management
New York
$200K +$32.1K +965 +20%
TRCT
186
Tower Research Capital (TRC)
New York
$179K +$128K +3,837 +4,514%
LNB
187
Ledyard National Bank
$143K
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$122K +$12.7K +382 +12%
Creative Planning
189
Creative Planning
Kansas
$116K +$7.49K +225 +7%
TCM
190
Tradewinds Capital Management
Washington
$114K
CFA
191
Carroll Financial Associates
North Carolina
$94K
NIPH
192
NN Investment Partners Holdings
Netherlands
$90K
PAM
193
Panagora Asset Management
Massachusetts
$87K
NAMA
194
Nikko Asset Management Americas
New York
$81K
SSB
195
Sandy Spring Bank
Maryland
$79K -$78.3K -2,352 -51%
GT
196
Glenmede Trust
Pennsylvania
$71K
SNT
197
Security National Trust
West Virginia
$70K
FHA
198
First Horizon Advisors
Tennessee
$69K +$9.59K +288 +17%
CBOA
199
Commonwealth Bank of Australia
Australia
$49K -$332K -9,967 -87%
PA
200
Parallel Advisors
California
$42K