We are live on ! Find out more

275 hedge funds and large institutions have $10.1B invested in Fortis in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
100
Reduced
92
Closed
25
Calls
$17.3M
Puts
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
QSS
176
Quantitative Systematic Strategies
Florida
$452K +$461K +10,226 New
LOAMS
177
Lombard Odier Asset Management (Switzerland)
Switzerland
$447K +$10.7K +237 +3%
US Bancorp
178
US Bancorp
Minnesota
$444K +$8.2K +182 +2%
Ameriprise
179
Ameriprise
Minnesota
$442K -$47.4K -1,052 -10%
CAN
180
Cetera Advisor Networks
California
$426K +$433K +9,606 New
SI
181
Stephens Inc
Arkansas
$419K +$8.79K +195 +2%
WP
182
WealthShield Partners
North Carolina
$419K +$207K +4,591 +2,817%
DTL
183
Dynamic Technology Lab
Singapore
$377K +$384K +8,530 New
ECM
184
ExodusPoint Capital Management
New York
$349K +$355K +7,883 New
GC
185
Guggenheim Capital
Illinois
$345K -$22.7K -504 -6%
Creative Planning
186
Creative Planning
Kansas
$344K -$22.4K -497 -6%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$325K -$11K -244 -3%
OTPPB
188
Ontario Teachers' Pension Plan Board
Ontario, Canada
$325K +$331K +7,335 New
SSA
189
Schonfeld Strategic Advisors
New York
$323K -$27K -600 -8%
SAM
190
Silvercrest Asset Management
New York
$320K
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$318K +$2.25K +50 +0.7%
CI
192
Cigna Investments
Connecticut
$317K +$6.08K +135 +2%
WFI
193
West Family Investments
California
$310K +$316K +7,014 New
AP
194
Advisor Partners
California
$296K +$11K +244 +4%
Capital International Investors
195
Capital International Investors
California
$290K -$22.6K -501 -7%
LPL Financial
196
LPL Financial
California
$290K +$44.9K +997 +18%
GT
197
Glenmede Trust
Pennsylvania
$289K -$223K -4,945 -43%
CAM
198
Claret Asset Management
Quebec, Canada
$286K -$8.74K -194 -3%
JMPWA
199
JP Morgan Private Wealth Advisors
California
$273K +$278K +6,168 New
Osaic Holdings
200
Osaic Holdings
Arizona
$266K +$13.7K +303 +5%