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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $9.25B invested in Fortis in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
5.88%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
32
Increased
92
Reduced
100
Closed
31
Calls
$15M
Puts
$16.5M
Net Calls
-$1.55M
Net Calls Change
-$18.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$141M
2
Fidelity International
Fidelity International
Bermuda
+$139M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$107M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$74.2M

Top Sellers

1
ZP
Zimmer Partners
New York
-$360M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$194M
3
Morgan Stanley
Morgan Stanley
New York
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$154M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
176
Two Sigma Advisers
New York
$436K +$436K +11,300 New
BPSG
177
Brookfield Public Securities Group
New York
$418K +$80.4K +2,100 +24%
Capital International Investors
178
Capital International Investors
California
$362K – – –
IWA
179
Intercontinental Wealth Advisors
Texas
$355K +$155K +4,065 +77%
CAM
180
Claret Asset Management
Quebec, Canada
$354K -$7.22K -187 -2%
FIM
181
Freedom Investment Management
Connecticut
$352K +$122K +2,833 +53%
FBC
182
Fairfield, Bush & Co
Connecticut
$348K – – –
BOH
183
Bank of Hawaii
Hawaii
$343K -$106K -2,736 -24%
LPL Financial
184
LPL Financial
California
$342K -$11.9K -309 -3%
Creative Planning
185
Creative Planning
Kansas
$332K +$332K +8,609 New
CA
186
Commerzbank Aktiengesellschaft
Germany
$321K +$321K +8,319 New
TI
187
Trexquant Investment
Connecticut
$314K +$314K +8,148 New
William Blair & Company
188
William Blair & Company
Illinois
$297K – – –
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$287K +$287K +7,534 New
GIBU
190
Gulf International Bank (UK)
United Kingdom
$282K – – –
SAM
191
Silvercrest Asset Management
New York
$279K – – –
LOAME
192
Lombard Odier Asset Management (Europe)
United Kingdom
$270K – – –
CI
193
Cigna Investments
Connecticut
$253K – – –
Macquarie Group
194
Macquarie Group
Australia
$250K – – –
CP
195
Cumberland Partners
Ontario, Canada
$240K -$83.8K -2,200 -26%
VFA
196
Voya Financial Advisors
Connecticut
$235K -$12.1K -327 -5%
CA
197
Calton & Associates
Florida
$225K +$225K +5,843 New
AP
198
Advisor Partners
California
$222K -$6.31K -164 -3%
LOAMS
199
Lombard Odier Asset Management (Switzerland)
Switzerland
$217K – – –
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$211K +$3.73K +97 +2%
6 7
8
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