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297 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290297 (+7)

1.33% less ownership

Funds ownership: 52.08%50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
Sienna Gestion
France
$507K
CF
177
Canoe Financial
Alberta, Canada
$477K -$64.5K -1,476 -11%
DWM
178
Dorchester Wealth Management
Quebec, Canada
$471K +$875 +20 +0.2%
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$457K +$11.8K +271 +3%
ECM
180
ExodusPoint Capital Management
New York
$436K +$26.2K +599 +6%
CCMIC
181
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$416K -$6.12K -140 -1%
Capital World Investors
182
Capital World Investors
California
$416K +$4.33K +99 +1%
PP
183
Pacifica Partners
Canada
$410K
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$409K -$116K -2,643 -21%
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$396K +$12.1K +277 +3%
SM
186
Sciencast Management
New Jersey
$390K +$410K +9,376 New
PFS
187
Prospera Financial Services
Texas
$379K +$8.92K +204 +2%
MML Investors Services
188
MML Investors Services
Massachusetts
$376K +$395K +9,044 New
Newport Trust Company
189
Newport Trust Company
District of Columbia
$371K +$390K +8,915 New
CI
190
Cigna Investments
Connecticut
$370K -$6.56K -150 -2%
Cerity Partners
191
Cerity Partners
New York
$365K +$380K +8,697 New
LBA
192
Letko, Brosseau & Associates
Quebec, Canada
$353K
BHPW
193
Beverly Hills Private Wealth
California
$350K -$34.1K -781 -8%
P
194
&Partners
Tennessee
$320K +$336K +7,673 New
Barclays
195
Barclays
United Kingdom
$314K +$189K +4,332 +135%
TC
196
TwinBeech Capital
New York
$302K +$318K +7,275 New
BCI
197
Brinker Capital Investments
Pennsylvania
$294K +$309K +7,064 New
OPS
198
Orion Portfolio Solutions
Nebraska
$294K +$309K +7,064 New
Two Sigma Investments
199
Two Sigma Investments
New York
$289K +$304K +6,950 New
APWM
200
Argonautica Private Wealth Management
Massachusetts
$280K +$1.31K +30 +0.4%