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Fortis
FTS

Overview Fund Activity

264 hedge funds and large institutions have $9.1B invested in Fortis in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+7
Holders Change %
+2.72%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
95
Reduced
96
Closed
20
Calls
$2.72M
Puts
$9.09M
Net Calls
-$6.36M
Net Calls Change
-$21.9M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$473M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$288M
3
OAC
OMERS Administration Corp
Ontario, Canada
$57.4M
4
Norges Bank
Norges Bank
Norway
$191M
5
VPI
Value Partners Investments
Manitoba, Canada
$41.6M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$364M
2
GQG Partners
GQG Partners
Florida
$0
3
Citadel Advisors
Citadel Advisors
Florida
$1.17M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$8.19M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
176
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$440K +$23K +563 +6%
LPL Financial
177
LPL Financial
California
$440K +$30.9K +758 +8%
WANY
178
Wealthspire Advisors (New York)
New York
$418K +$418K +10,223 New
AIM
179
Achmea Investment Management
Netherlands
$416K +$266K +6,513 +177%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$414K +$73.2K +1,795 +21%
OKSA
181
O'Keefe Stevens Advisory
New York
$408K – – –
S
182
SignatureFD
Georgia
$403K +$20.5K +502 +5%
Capital International Investors
183
Capital International Investors
California
$384K – – –
FBC
184
Fairfield, Bush & Co
Connecticut
$368K – – –
Creative Planning
185
Creative Planning
Kansas
$338K +$16.7K +409 +5%
GC
186
Guggenheim Capital
Illinois
$334K -$40.9K -1,002 -11%
CAM
187
Claret Asset Management
Quebec, Canada
$321K -$29.6K -725 -8%
RJFSA
188
Raymond James Financial Services Advisors
Florida
$307K +$6.01K +147 +2%
VFA
189
Voya Financial Advisors
Connecticut
$306K -$11.6K -282 -4%
SAM
190
Silvercrest Asset Management
New York
$295K – – –
CI
191
Cigna Investments
Connecticut
$293K +$14K +343 +5%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$292K +$292K +7,148 New
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$290K -$19.6K -480 -6%
IA
194
IFP Advisors
Florida
$269K -$17.1K -416 -6%
Macquarie Group
195
Macquarie Group
Australia
$266K – – –
AP
196
Advisor Partners
California
$246K -$11.5K -283 -4%
William Blair & Company
197
William Blair & Company
Illinois
$241K -$3.6K -88 -1%
CA
198
Calton & Associates
Florida
$238K -$6.13K -150 -3%
GIBU
199
Gulf International Bank (UK)
United Kingdom
$235K -$61.2K -1,500 -21%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$220K +$82.9K +2,030 +61%
6 7
8
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