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Fortis
FTS

Overview Fund Activity

271 hedge funds and large institutions have $10.8B invested in Fortis in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
271
Holders Change
+6
Holders Change %
+2.26%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
105
Reduced
90
Closed
20
Calls
$42.1M
Puts
$32M
Net Calls
+$10.1M
Net Calls Change
+$8.14M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$801M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$553M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$12.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$367M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218M
4
DZ Bank
4
DZ Bank
Germany
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Guggenheim Capital
Illinois
$409K -$46.2K -1,123 -10%
Capital World Investors
177
Capital World Investors
California
$403K +$125K +3,041 +45%
CI
178
Cigna Investments
Connecticut
$380K – – –
CCMIC
179
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$378K -$51.4K -1,250 -12%
DCM
180
DGS Capital Management
New Jersey
$360K +$21.6K +524 +6%
Ameriprise
181
Ameriprise
Minnesota
$336K -$17.7K -364 -5%
SS
182
Simplicity Solutions
Minnesota
$317K -$64.4K -1,566 -17%
BFG
183
Bleakley Financial Group
New Jersey
$317K -$64.4K -1,566 -17%
ECM
184
Evergreen Capital Management
Washington
$314K +$27K +657 +9%
Allianz Asset Management
185
Allianz Asset Management
Germany
$305K +$305K +7,383 New
BCIM
186
British Columbia Investment Management
British Columbia, Canada
$303K -$6.22M -151,081 -95%
APWM
187
Argonautica Private Wealth Management
Massachusetts
$302K +$3.91K +95 +1%
PFS
188
Prospera Financial Services
Texas
$283K +$283K +6,881 New
SAM
189
Silvercrest Asset Management
New York
$279K – – –
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
$276K -$4.2M -102,103 -94%
CAM
191
Claret Asset Management
Quebec, Canada
$262K -$2.06K -50 -0.8%
YIH
192
Y-Intercept (HK)
Hong Kong
$260K +$260K +6,314 New
Cerity Partners
193
Cerity Partners
New York
$254K +$254K +6,167 New
JGUA
194
John G. Ullman & Associates
New York
$251K -$712K -17,300 -74%
William Blair & Company
195
William Blair & Company
Illinois
$246K +$905 +22 +0.4%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$246K +$12.8K +311 +5%
BHPW
197
Beverly Hills Private Wealth
California
$234K -$63K -1,532 -21%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$232K – – –
FTDI
199
First Trust Direct Indexing
Massachusetts
$220K +$220K +5,340 New
JAM
200
JCIC Asset Management
Ontario, Canada
$219K +$6.38K +155 +3%
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