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Fortis
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Overview Fund Activity

275 hedge funds and large institutions have $10.1B invested in Fortis in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 33 closing their positions.

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
118
Reduced
88
Closed
33
Calls
$45.3M
Puts
$47.6M
Net Calls
-$2.35M
Net Calls Change
-$39.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$854M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$326M
3
Charles Schwab
3
Charles Schwab
California
$49.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$358M
5
UBS AM
5
UBS AM
Illinois
$32.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.06B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$164M
5
Bank of America
5
Bank of America
North Carolina
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IIM
176
INTECH Investment Management
Florida
$424K 10,918 -2,313 -17%
HF
177
HRT Financial
New York
$419K 10,804 +10,804 New
Two Sigma Investments
178
Two Sigma Investments
New York
$418K 10,750 -54,679 -84%
BHPW
179
Beverly Hills Private Wealth
California
$415K 10,695 +2,345 +28%
CCMIC
180
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$401K 10,330 +215 +2%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$401K 10,313 -596 -5%
PP
182
Pacifica Partners
Canada
$389K 9,920 +67 +0.7%
Capital World Investors
183
Capital World Investors
California
$385K 9,911 +110 +1%
CC
184
Centiva Capital
New York
$369K 9,502 +4,325 +84%
CI
185
Cigna Investments
Connecticut
$351K 9,048 – –
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$339K 8,716 -1,824 -17%
PFS
187
Prospera Financial Services
Texas
$338K 8,715 +152 +2%
DR
188
Davis Rea
Ontario, Canada
$302K 7,775 -16,660 -68%
FTDI
189
First Trust Direct Indexing
Massachusetts
$270K 6,955 +6,955 New
APWM
190
Argonautica Private Wealth Management
Massachusetts
$259K 6,675 +33 +0.5%
CAM
191
Cresset Asset Management
Illinois
$252K 6,485 +6,485 New
Allianz Asset Management
192
Allianz Asset Management
Germany
$246K 6,328 -2,290 -27%
SAM
193
Silvercrest Asset Management
New York
$240K 6,182 – –
CAM
194
Claret Asset Management
Quebec, Canada
$234K 6,026 -340 -5%
BFEC
195
Benjamin F. Edwards & Company
Missouri
$232K 5,979 +96 +2%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$224K 5,756 – –
CF
197
Convergence Financial
Missouri
$214K 5,507 +5,507 New
William Blair & Company
198
William Blair & Company
Illinois
$211K 5,443 -538 -9%
CFD
199
Creative Financial Designs
Indiana
$207K 5,342 +3,549 +198%
JGUA
200
John G. Ullman & Associates
New York
$202K 5,200 -900 -15%
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8
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