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Fortis
FTS

Overview Fund Activity

272 hedge funds and large institutions have $11.5B invested in Fortis in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+17
Holders Change %
+6.67%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
96
Reduced
94
Closed
16
Calls
$17M
Puts
$56M
Net Calls
-$39M
Net Calls Change
-$22.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$313M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$115M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$410M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.61B
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$130M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$611M
2
Fidelity International
Fidelity International
Bermuda
$813M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$246M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$440M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$531K +$531K +11,000 New
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$501K +$241K +5,000 +93%
US Bancorp
178
US Bancorp
Minnesota
$500K -$27.9K -577 -5%
DTL
179
Dynamic Technology Lab
Singapore
$492K -$216K -4,481 -31%
CAN
180
Cetera Advisor Networks
California
$489K -$11.8K -244 -2%
BAM
181
Blueshift Asset Management
New Jersey
$450K +$450K +9,318 New
SMF
182
Sterling Manor Financial
New York
$444K +$444K +9,207 New
Creative Planning
183
Creative Planning
Kansas
$440K -$3.09K -64 -0.7%
JAM
184
JCIC Asset Management
Ontario, Canada
$439K – – –
FAIM
185
Financial Advocates Investment Management
Washington
$420K +$420K +7,204 New
PP
186
Pacifica Partners
Canada
$409K +$34.9K +750 +9%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$407K +$30.3K +627 +8%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$356K +$193 +4 +0.1%
SAM
189
Silvercrest Asset Management
New York
$349K – – –
VI
190
Versor Investments
New York
$343K +$343K +7,100 New
CI
191
Cigna Investments
Connecticut
$332K – – –
Capital International Investors
192
Capital International Investors
California
$317K – – –
AP
193
Advisor Partners
California
$308K -$23.1K -478 -7%
CAM
194
Claret Asset Management
Quebec, Canada
$304K +$3.38K +70 +1%
FTDI
195
First Trust Direct Indexing
Massachusetts
$304K +$6.62K +137 +2%
JPMPWA
196
J.P. Morgan Private Wealth Advisors
California
$298K -$1.93K -40 -0.6%
AIM
197
Achmea Investment Management
Netherlands
$291K -$488K -10,115 -63%
William Blair & Company
198
William Blair & Company
Illinois
$285K – – –
WFI
199
West Family Investments
California
$282K -$103K -2,131 -27%
Squarepoint
200
Squarepoint
New York
$277K +$277K +5,739 New
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