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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $10.9B invested in Fortis in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
106
Reduced
83
Closed
27
Calls
$62.4M
Puts
$38.7M
Net Calls
+$23.7M
Net Calls Change
+$10M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$288M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.13B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$315M
5
Fidelity International
Fidelity International
Bermuda
$722M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$207M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$121M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.4M
4
Bank of America
Bank of America
North Carolina
$75.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
Pacifica Partners
Canada
$403K -$9.67K -225 -2%
AAM
177
Advisors Asset Management
Colorado
$402K -$278K -6,455 -41%
CI
178
Cigna Investments
Connecticut
$392K – – –
FBC
179
Fairfield, Bush & Co
Connecticut
$389K – – –
SS
180
Simplicity Solutions
Minnesota
$379K -$1.25K -29 -0.3%
BFG
181
Bleakley Financial Group
New Jersey
$379K -$1.25K -29 -0.3%
QC
182
Quadrature Capital
United Kingdom
$357K +$357K +8,300 New
API
183
Advisor Partners II
California
$357K -$88.7K -2,059 -20%
QP
184
Quilter Plc
United Kingdom
$337K – – –
APWM
185
Argonautica Private Wealth Management
Massachusetts
$310K +$83K +1,925 +37%
WFI
186
West Family Investments
California
$306K +$306K +7,096 New
ECM
187
Evergreen Capital Management
Washington
$294K +$294K +6,816 New
SAM
188
Silvercrest Asset Management
New York
$292K -$9.7K -225 -3%
Capital World Investors
189
Capital World Investors
California
$291K – – –
Marshall Wace
190
Marshall Wace
United Kingdom
$288K +$288K +6,690 New
VOYA Investment Management
191
VOYA Investment Management
Georgia
$283K -$31K -719 -10%
DCM
192
DGS Capital Management
New Jersey
$279K +$33.1K +767 +13%
CAM
193
Claret Asset Management
Quebec, Canada
$277K – – –
GAM
194
Gotham Asset Management
New York
$274K +$274K +6,363 New
William Blair & Company
195
William Blair & Company
Illinois
$257K -$2.59K -60 -1%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$253K +$10.3K +238 +4%
VI
197
Versor Investments
New York
$252K -$188K -4,359 -43%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$243K +$32.2K +748 +15%
VEA
199
Virtus ETF Advisers
New York
$235K -$78.7K -1,827 -25%
JAM
200
JCIC Asset Management
Ontario, Canada
$227K – – –
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