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Fortis
FTS

Overview Fund Activity

255 hedge funds and large institutions have $10.3B invested in Fortis in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-19
Holders Change %
-6.93%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
93
Reduced
90
Closed
26
Calls
$7.19M
Puts
$24M
Net Calls
-$16.8M
Net Calls Change
-$31.7M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$825M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$63.1M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$80M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$698M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$335M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$466M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$657M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$292M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$971M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFI
176
West Family Investments
California
$353K +$42.3K +955 +14%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$346K +$20.4K +459 +6%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$327K +$8.69K +196 +3%
SAM
179
Silvercrest Asset Management
New York
$321K – – –
LPL Financial
180
LPL Financial
California
$309K +$18.3K +412 +6%
CI
181
Cigna Investments
Connecticut
$305K -$11.6K -261 -4%
AP
182
Advisor Partners
California
$303K +$7.08K +160 +2%
Capital International Investors
183
Capital International Investors
California
$291K – – –
CAM
184
Claret Asset Management
Quebec, Canada
$276K -$10.8K -244 -4%
JPMPWA
185
J.P. Morgan Private Wealth Advisors
California
$275K +$1.77K +40 +0.6%
FTDI
186
First Trust Direct Indexing
Massachusetts
$273K +$42.9K +968 +19%
William Blair & Company
187
William Blair & Company
Illinois
$261K – – –
HNB
188
Huntington National Bank
Ohio
$241K +$141K +3,176 +141%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$239K – – –
OKSA
190
O'Keefe Stevens Advisory
New York
$222K – – –
MPPW
191
Mitchell & Pahl Private Wealth
Oklahoma
$218K +$218K +4,923 New
Assenagon Asset Management
192
Assenagon Asset Management
Luxembourg
$204K +$204K +4,601 New
QCG
193
Quadrant Capital Group
Ohio
$200K -$1.11K -25 -0.6%
Osaic Holdings
194
Osaic Holdings
Arizona
$196K -$68.7K -1,557 -26%
KC
195
Kepos Capital
New York
$195K -$16.4K -364 -8%
TPCW
196
TD Private Client Wealth
New York
$176K -$7.41K -167 -4%
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$167K +$5.19K +117 +3%
WB
198
Webster Bank
Connecticut
$157K – – –
GIBU
199
Gulf International Bank (UK)
United Kingdom
$155K -$70.6K -1,600 -31%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$124K – – –
6 7
8
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