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Fortis
FTS

Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Fortis in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 36 closing their positions.

Holders
276
Holders Change
-5
Holders Change %
-1.78%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
104
Reduced
86
Closed
36
Calls
$52.5M
Puts
$38.8M
Net Calls
+$13.7M
Net Calls Change
+$35.8M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$212M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.06B
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239M
4
Fidelity International
4
Fidelity International
Bermuda
$656M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$249M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29B
2
WHRC
2
W.H. Reaves & Co
New Jersey
$2.98M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.09M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$450M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$438K 10,298 +301 +3%
VI
177
Versor Investments
New York
$433K 10,194 -1,206 -11%
MPPW
178
Mitchell & Pahl Private Wealth
Oklahoma
$424K 9,958 +361 +4%
PP
179
Pacifica Partners
Canada
$422K 9,593 +620 +7%
BHPW
180
Beverly Hills Private Wealth
California
$400K 9,407 +3,612 +62%
CI
181
Cigna Investments
Connecticut
$385K 9,066 -395 -4%
FBC
182
Fairfield, Bush & Co
Connecticut
$384K 9,024 +9,024 New
BFG
183
Bleakley Financial Group
New Jersey
$375K 8,825 +2,342 +36%
SS
184
Simplicity Solutions
Minnesota
$375K 8,825 +2,437 +38%
QP
185
Quilter Plc
United Kingdom
$331K 450 +450 New
ALAM
186
Asahi Life Asset Management
Japan
$324K 7,630 +7,630 New
VEA
187
Virtus ETF Advisers
New York
$310K 7,284 -2,950 -29%
VOYA Investment Management
188
VOYA Investment Management
Georgia
$309K 7,275 -6,024 -45%
SAM
189
Silvercrest Asset Management
New York
$298K 7,008 – –
YIH
190
Y-Intercept (HK)
Hong Kong
$297K 6,982 -3,572 -34%
Capital World Investors
191
Capital World Investors
California
$287K 6,760 +70 +1%
UCFA
192
United Capital Financial Advisors
Texas
$276K 6,495 -88 -1%
CAM
193
Claret Asset Management
Quebec, Canada
$273K 6,416 -252 -4%
William Blair & Company
194
William Blair & Company
Illinois
$256K 6,019 +8 +0.1%
DCM
195
DGS Capital Management
New Jersey
$242K 5,700 +5,700 New
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$240K 5,638 -5,000 -47%
APWM
197
Argonautica Private Wealth Management
Massachusetts
$224K 5,269 -808 -13%
JAM
198
JCIC Asset Management
Ontario, Canada
$224K 5,265 – –
Squarepoint
199
Squarepoint
New York
$208K 4,899 +4,899 New
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$208K 4,888 +4,888 New
6 7
8
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