We are live on ! Find out more

227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

1% less capital invested

Capital invested by funds: $8.12B → $8.08B (-$45.5M)

1.3% less ownership

Funds ownership: 54.88%53.57% (-1.3%)

3% less funds holding

Funds holding: 233227 (-6)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

59% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $16.8M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$227K -$11.3K -312 -5%
WAS
177
WESPAC Advisors SoCal
California
$224K -$8.11K -225 -3%
TRCT
178
Tower Research Capital (TRC)
New York
$222K +$37.6K +1,042 +27%
DZ Bank
179
DZ Bank
Germany
$218K -$185K -5,122 -46%
CI
180
Cigna Investments
Connecticut
$215K +$215K +5,974 New
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$210K
RW
182
REDW Wealth
New Mexico
$206K
OAM
183
Oppenheimer Asset Management
New York
$200K -$2.96K -82 -1%
WB
184
Webster Bank
Connecticut
$183K -$20.3K -562 -10%
NIT
185
NumerixS Investment Technologies
British Columbia, Canada
$172K +$173K +4,800 New
CIA
186
ClearBridge Investments (Australia)
Australia
$164K +$139K +3,856 +521%
LNB
187
Ledyard National Bank
$145K
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$124K -$180 -5 -0.1%
TCM
189
Tradewinds Capital Management
Washington
$116K
CFA
190
Carroll Financial Associates
North Carolina
$97K
GT
191
Glenmede Trust
Pennsylvania
$84K +$7.21K +200 +9%
SNT
192
Security National Trust
West Virginia
$72K
FHA
193
First Horizon Advisors
Tennessee
$69K
PAM
194
Panagora Asset Management
Massachusetts
$52K -$36.2K -1,003 -41%
SSB
195
Sandy Spring Bank
Maryland
$51K -$29.9K -830 -37%
LWM
196
Lenox Wealth Management
Ohio
$47K +$12.7K +351 +36%
PA
197
Parallel Advisors
California
$44K
RFA
198
Reilly Financial Advisors
California
$36K +$1.08K +30 +3%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$34K +$8.58K +238 +34%
CPIG
200
Chicago Partners Investment Group
Illinois
$31K +$30.8K +853 New