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Fortis
FTS

Overview Fund Activity

245 hedge funds and large institutions have $7.39B invested in Fortis in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
5.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
24
Increased
84
Reduced
94
Closed
29
Calls
$10.3M
Puts
$5.96M
Net Calls
+$4.31M
Net Calls Change
-$15.4M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$90.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.11B
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$34.6M
4
Citadel Advisors
Citadel Advisors
Florida
$33.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$31.2M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$222M
2
UBS AM
UBS AM
Illinois
$981K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$784M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.65M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
176
Paragon Capital Management (Colorado)
Colorado
$253K – – –
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$252K -$23.9K -739 -9%
William Blair & Company
178
William Blair & Company
Illinois
$250K – – –
SAM
179
Silvercrest Asset Management
New York
$234K -$32.9K -1,016 -12%
OCAM
180
Onex Canada Asset Management
Ontario, Canada
$216K +$216K +6,655 New
IWP
181
Icon Wealth Partners
Texas
$214K -$19.4K -599 -8%
HighTower Advisors
182
HighTower Advisors
Illinois
$213K -$12.7K -389 -6%
LNWWM
183
Laird Norton Wetherby Wealth Management
California
$213K +$213K +6,579 New
CIA
184
ClearBridge Investments (Australia)
Australia
$192K -$32.3K -994 -14%
WB
185
Webster Bank
Connecticut
$166K – – –
DZ Bank
186
DZ Bank
Germany
$136K +$136K +4,200 New
LNB
187
Ledyard National Bank
$132K – – –
GWS
188
Glassman Wealth Services
Virginia
$132K +$132K +4,073 New
EP
189
Elkfork Partners
Oregon
$113K +$113K +3,570 New
GHCM
190
Glen Harbor Capital Management
California
$93K +$93K +2,940 New
JAM
191
JCIC Asset Management
Ontario, Canada
$92K – – –
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$82K -$24K -745 -23%
ASN
193
Advisory Services Network
Georgia
$80K -$157K -4,914 -66%
IA
194
IFP Advisors
Florida
$78K +$20.7K +639 +36%
MCIM
195
Meadow Creek Investment Management
Georgia
$73K +$73K +2,310 New
S
196
SignatureFD
Georgia
$69K +$48.2K +1,498 +232%
BGC
197
Beutel, Goodman & Co
Ontario, Canada
$65K – – –
RCM
198
Riverhead Capital Management
Delaware
$57K +$57K +1,800 New
MWPCG
199
Measured Wealth Private Client Group
New Hampshire
$55K +$55K +1,693 New
FCM
200
Flinton Capital Management
Pennsylvania
$53K +$53K +1,680 New
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