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Fortis
FTS

Overview Fund Activity

257 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, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
5.2%
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
76
Closed
22
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.2M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$617M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$833M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$344M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$483M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.45B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$201M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OKSA
176
O'Keefe Stevens Advisory
New York
$409K – – –
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$399K -$472K -8,600 -54%
Capital International Investors
178
Capital International Investors
California
$384K – – –
S
179
SignatureFD
Georgia
$383K +$28.2K +688 +8%
GC
180
Guggenheim Capital
Illinois
$375K -$594K -14,545 -61%
FBC
181
Fairfield, Bush & Co
Connecticut
$369K – – –
CAM
182
Claret Asset Management
Quebec, Canada
$351K +$2.33K +57 +0.7%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$341K +$81.9K +2,007 +32%
Creative Planning
184
Creative Planning
Kansas
$321K +$12.3K +301 +4%
VFA
185
Voya Financial Advisors
Connecticut
$316K +$27.8K +680 +10%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$309K +$45.2K +1,107 +17%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$301K +$286 +7 +0.1%
GIBU
188
Gulf International Bank (UK)
United Kingdom
$296K -$45.4K -1,113 -13%
SAM
189
Silvercrest Asset Management
New York
$296K – – –
IA
190
IFP Advisors
Florida
$285K +$16.5K +403 +6%
CI
191
Cigna Investments
Connecticut
$279K – – –
GTCM
192
Gyon Technologies Capital Management
New Jersey
$275K +$275K +6,725 New
LOAME
193
Lombard Odier Asset Management (Europe)
United Kingdom
$271K +$271K +4,980 New
QT
194
Quantbot Technologies
New York
$268K +$224K +5,484 +503%
Macquarie Group
195
Macquarie Group
Australia
$267K – – –
AP
196
Advisor Partners
California
$258K +$13.6K +333 +6%
William Blair & Company
197
William Blair & Company
Illinois
$245K -$73.8K -1,804 -23%
CA
198
Calton & Associates
Florida
$244K -$735 -18 -0.3%
FIM
199
Freedom Investment Management
Connecticut
$230K -$29.8K -728 -11%
QSS
200
Quantitative Systematic Strategies
Florida
$213K +$213K +5,224 New
6 7
8
9 10