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290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
Sienna Gestion
France
$554K +$521K +12,200 New
DWM
177
Dorchester Wealth Management
Quebec, Canada
$515K -$13K -305 -3%
IIM
178
INTECH Investment Management
Florida
$497K
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$487K +$17.2K +403 +4%
VI
180
Versor Investments
New York
$479K -$81.2K -1,900 -15%
CCMIC
181
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$461K -$7.48K -175 -2%
PP
182
Pacifica Partners
Canada
$452K
Capital World Investors
183
Capital World Investors
California
$450K
ECM
184
ExodusPoint Capital Management
New York
$450K +$423K +9,901 New
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$420K +$22.3K +522 +6%
BHPW
186
Beverly Hills Private Wealth
California
$418K -$63.8K -1,492 -14%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$414K +$390K +9,116 New
CI
188
Cigna Investments
Connecticut
$412K
PFS
189
Prospera Financial Services
Texas
$405K +$8.93K +209 +2%
TRCT
190
Tower Research Capital (TRC)
New York
$404K +$310K +7,257 +447%
LBA
191
Letko, Brosseau & Associates
Quebec, Canada
$387K -$9.08M -212,428 -96%
CFD
192
Creative Financial Designs
Indiana
$384K +$133K +3,115 +58%
FTDI
193
First Trust Direct Indexing
Massachusetts
$357K +$38.9K +910 +13%
DR
194
Davis Rea
Ontario, Canada
$354K
CAM
195
Cresset Asset Management
Illinois
$336K +$38.9K +910 +14%
WCM
196
Weaver Capital Management
Georgia
$329K -$256K -5,984 -45%
AAF
197
Andra AP-fonden
Sweden
$320K -$1.06M -24,900 -83%
APWM
198
Argonautica Private Wealth Management
Massachusetts
$305K +$1.15K +27 +0.4%
SAM
199
Silvercrest Asset Management
New York
$281K
BEI
200
Benjamin Edwards Inc
Missouri
$272K +$256K +5,983 New