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258 hedge funds and large institutions have $9.41B invested in Fortis in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more call options, than puts

Call options by funds: $35M | Put options by funds: $19.5M

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $8.96B → $9.41B (+$451M)

0% more funds holding

Funds holding: 257258 (+1)

1.58% less ownership

Funds ownership: 50.67%49.08% (-1.6%)

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
101
Reduced
77
Closed
23
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$410K +$33K +827 +9%
OKSA
177
O'Keefe Stevens Advisory
New York
$409K
Schroder Investment Management Group
178
Schroder Investment Management Group
United Kingdom
$399K -$343K -8,600 -54%
Capital International Investors
179
Capital International Investors
California
$384K
S
180
SignatureFD
Georgia
$383K +$27.5K +688 +8%
GC
181
Guggenheim Capital
Illinois
$375K -$581K -14,545 -61%
FBC
182
Fairfield, Bush & Co
Connecticut
$369K
CAM
183
Claret Asset Management
Quebec, Canada
$351K +$2.28K +57 +0.7%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$341K +$80.1K +2,007 +32%
Creative Planning
185
Creative Planning
Kansas
$321K +$12K +301 +4%
VFA
186
Voya Financial Advisors
Connecticut
$316K +$27.1K +680 +10%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$309K +$44.2K +1,107 +17%
RJFSA
188
Raymond James Financial Services Advisors
Florida
$301K +$279 +7 +0.1%
GIBU
189
Gulf International Bank (UK)
United Kingdom
$296K -$44.4K -1,113 -13%
SAM
190
Silvercrest Asset Management
New York
$296K
IA
191
IFP Advisors
Florida
$285K +$16.1K +403 +6%
CI
192
Cigna Investments
Connecticut
$279K
GTCM
193
Gyon Technologies Capital Management
New Jersey
$275K +$269K +6,725 New
LOAME
194
Lombard Odier Asset Management (Europe)
United Kingdom
$271K +$199K +4,980 New
QT
195
Quantbot Technologies
New York
$268K +$219K +5,484 +503%
Macquarie Group
196
Macquarie Group
Australia
$267K
AP
197
Advisor Partners
California
$258K +$13.3K +333 +6%
William Blair & Company
198
William Blair & Company
Illinois
$245K -$72K -1,804 -23%
CA
199
Calton & Associates
Florida
$244K -$719 -18 -0.3%
FIM
200
Freedom Investment Management
Connecticut
$230K -$29.1K -728 -11%