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Fortis
FTS

Overview Fund Activity

262 hedge funds and large institutions have $9.23B invested in Fortis in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
–
Holders Change %
0%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
95
Reduced
95
Closed
24
Calls
$24.7M
Puts
$12.5M
Net Calls
+$12.2M
Net Calls Change
-$51.7M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$350M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$162M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$87.3M
4
CIA
ClearBridge Investments (Australia)
Australia
$56.3M
5
National Pension Service
National Pension Service
South Korea
$34.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.7M
3
Franklin Resources
Franklin Resources
California
$129M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.31B
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$339K +$65.3K +1,654 +24%
MWNA
177
Marshall Wace North America
New York
$324K -$996K -25,200 -75%
UH
178
Unigestion Holding
Switzerland
$320K +$320K +8,100 New
OIWM
179
OptiFour Integrated Wealth Management
Virginia
$309K +$309K +7,818 New
William Blair & Company
180
William Blair & Company
Illinois
$304K – – –
GIBU
181
Gulf International Bank (UK)
United Kingdom
$300K -$33.4K -847 -10%
GC
182
Guggenheim Capital
Illinois
$288K -$287K -7,269 -50%
SAM
183
Silvercrest Asset Management
New York
$285K – – –
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$257K -$13.5K -344 -5%
OCAM
185
Onex Canada Asset Management
Ontario, Canada
$257K – – –
LOAME
186
Lombard Odier Asset Management (Europe)
United Kingdom
$256K +$256K +4,957 New
CI
187
Cigna Investments
Connecticut
$253K +$9.07K +229 +4%
Mawer Investment Management
188
Mawer Investment Management
Alberta, Canada
$252K +$252K +6,370 New
LPL Financial
189
LPL Financial
California
$240K +$6.9K +175 +3%
IWP
190
Icon Wealth Partners
Texas
$237K – – –
Two Sigma Advisers
191
Two Sigma Advisers
New York
$236K +$236K +5,973 New
CP
192
Cumberland Partners
Ontario, Canada
$233K -$90.8K -2,300 -28%
FIM
193
Freedom Investment Management
Connecticut
$227K -$40.9K -1,038 -15%
HighTower Advisors
194
HighTower Advisors
Illinois
$225K -$9.43K -240 -4%
AP
195
Advisor Partners
California
$225K -$1.58K -40 -0.7%
UCFA
196
United Capital Financial Advisors
Texas
$219K -$552 -14 -0.3%
FAAS
197
First Allied Advisory Services
California
$208K +$208K +5,246 New
EWM
198
Executive Wealth Management
Michigan
$181K +$79 +2 +0%
EP
199
Elkfork Partners
Oregon
$168K +$32.3K +850 +24%
AG
200
Advisor Group
Arizona
$149K -$362K -9,034 -71%
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