281 hedge funds and large institutions have $10.2B invested in Fortis in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
98
Reduced
100
Closed
22
Calls
$68.4M
Puts
$31.6M
Net Calls
+$36.8M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
176
Cetera Advisor Networks
California
$437K -$10.9K -277 -2%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$431K -$69K -1,746 -14%
EGM
178
Engineers Gate Manager
New York
$417K +$417K +10,560 New
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$416K +$14.1K +357 +4%
CCMIC
180
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$400K +$36.5K +925 +10%
PP
181
Pacifica Partners
Canada
$387K -$14K -355 -3%
Capital World Investors
182
Capital World Investors
California
$387K
DCM
183
DGS Capital Management
New Jersey
$378K +$32.8K +831 +10%
UM
184
UniSuper Management
Australia
$369K +$187K +3,500 +103%
CI
185
Cigna Investments
Connecticut
$358K -$6.25K -158 -2%
GC
186
Guggenheim Capital
Illinois
$343K -$49.7K -1,259 -13%
Allianz Asset Management
187
Allianz Asset Management
Germany
$341K +$48.8K +1,235 +17%
PFS
188
Prospera Financial Services
Texas
$338K +$66.5K +1,682 +24%
BHPW
189
Beverly Hills Private Wealth
California
$330K +$105K +2,650 +46%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$310K -$874K -22,122 -74%
XT
191
XTX Topco
Cayman Islands
$298K -$362K -9,165 -55%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$288K +$288K +7,292 New
APWM
193
Argonautica Private Wealth Management
Massachusetts
$262K -$27.7K -702 -10%
CAM
194
Claret Asset Management
Quebec, Canada
$252K
SAM
195
Silvercrest Asset Management
New York
$244K -$23.7K -601 -9%
JGUA
196
John G. Ullman & Associates
New York
$241K
CA
197
Cetera Advisors
Colorado
$237K +$237K +5,989 New
William Blair & Company
198
William Blair & Company
Illinois
$236K
LOAMS
199
Lombard Odier Asset Management (Switzerland)
Switzerland
$233K +$233K +5,956 New
BFEC
200
Benjamin F. Edwards & Company
Missouri
$232K +$25.8K +655 +13%