We are live on ! Find out more

257 hedge funds and large institutions have $8.96B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $19M | Put options by funds: $11.2M

5% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 94

4% less capital invested

Capital invested by funds: $9.29B → $8.96B (-$329M)

1.58% less ownership

Funds ownership: 52.24%50.67% (-1.6%)

4% less funds holding

Funds holding: 267257 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
24
Increased
99
Reduced
94
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
176
DC Investments Management
Virginia
$341K -$124K -3,244 -27%
S
177
SignatureFD
Georgia
$330K -$110K -2,884 -25%
CCMIC
178
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$328K -$129K -3,375 -28%
CAM
179
Claret Asset Management
Quebec, Canada
$324K -$24.9K -652 -7%
GIBU
180
Gulf International Bank (UK)
United Kingdom
$318K +$40.6K +1,065 +15%
William Blair & Company
181
William Blair & Company
Illinois
$297K +$3.36K +88 +1%
SLAM
182
Swiss Life Asset Management
$291K +$292K +7,668 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$290K +$188K +4,921 +182%
Creative Planning
184
Creative Planning
Kansas
$288K -$39.9K -1,047 -12%
RJFSA
185
Raymond James Financial Services Advisors
Florida
$280K +$281K +7,355 New
SAM
186
Silvercrest Asset Management
New York
$275K
Two Sigma Advisers
187
Two Sigma Advisers
New York
$267K -$164K -4,300 -38%
VFA
188
Voya Financial Advisors
Connecticut
$264K +$26.8K +702 +11%
CI
189
Cigna Investments
Connecticut
$259K +$8.7K +228 +3%
Macquarie Group
190
Macquarie Group
Australia
$247K
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$246K +$247K +6,467 New
IA
192
IFP Advisors
Florida
$245K +$58K +1,520 +30%
FIM
193
Freedom Investment Management
Connecticut
$242K -$68.7K -1,801 -22%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$241K +$33K +864 +16%
CA
195
Calton & Associates
Florida
$228K +$5.61K +147 +3%
AP
196
Advisor Partners
California
$228K +$8.31K +218 +4%
Osaic Holdings
197
Osaic Holdings
Arizona
$195K +$15.3K +401 +8%
TPCW
198
TD Private Client Wealth
New York
$192K -$5.57K -146 -3%
CIA
199
ClearBridge Investments (Australia)
Australia
$149K -$6.1K -160 -4%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$138K +$40K +1,048 +41%