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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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

0.39% more ownership

Funds ownership: 51.83%52.22% (+0.39%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less capital invested

Capital invested by funds: $10.2B → $10.1B (-$140M)

5% less call options, than puts

Call options by funds: $45.3M | Put options by funds: $47.6M

2% less funds holding

Funds holding: 281275 (-6)

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
3.97%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
176
INTECH Investment Management
Florida
$424K -$91.2K -2,313 -17%
HF
177
HRT Financial
New York
$419K +$426K +10,804 New
Two Sigma Investments
178
Two Sigma Investments
New York
$418K -$2.16M -54,679 -84%
BHPW
179
Beverly Hills Private Wealth
California
$415K +$92.5K +2,345 +28%
CCMIC
180
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$401K +$8.48K +215 +2%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$401K -$23.5K -596 -5%
PP
182
Pacifica Partners
Canada
$389K +$2.64K +67 +0.7%
Capital World Investors
183
Capital World Investors
California
$385K +$4.34K +110 +1%
CC
184
Centiva Capital
New York
$369K +$171K +4,325 +84%
CI
185
Cigna Investments
Connecticut
$351K
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$339K -$71.9K -1,824 -17%
PFS
187
Prospera Financial Services
Texas
$338K +$5.99K +152 +2%
DR
188
Davis Rea
Ontario, Canada
$302K -$657K -16,660 -68%
FTDI
189
First Trust Direct Indexing
Massachusetts
$270K +$274K +6,955 New
APWM
190
Argonautica Private Wealth Management
Massachusetts
$259K +$1.3K +33 +0.5%
CAM
191
Cresset Asset Management
Illinois
$252K +$256K +6,485 New
Allianz Asset Management
192
Allianz Asset Management
Germany
$246K -$90.3K -2,290 -27%
SAM
193
Silvercrest Asset Management
New York
$240K
CAM
194
Claret Asset Management
Quebec, Canada
$234K -$13.4K -340 -5%
BFEC
195
Benjamin F. Edwards & Company
Missouri
$232K +$3.79K +96 +2%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$224K
CF
197
Convergence Financial
Missouri
$214K +$217K +5,507 New
William Blair & Company
198
William Blair & Company
Illinois
$211K -$21.2K -538 -9%
CFD
199
Creative Financial Designs
Indiana
$207K +$140K +3,549 +198%
JGUA
200
John G. Ullman & Associates
New York
$202K -$35.5K -900 -15%