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227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

1% less capital invested

Capital invested by funds: $8.12B → $8.08B (-$45.5M)

1.3% less ownership

Funds ownership: 54.88%53.57% (-1.3%)

3% less funds holding

Funds holding: 233227 (-6)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

59% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $16.8M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evercore Wealth Management
New York
$28K
PCP
202
Proficio Capital Partners
Massachusetts
$28K
BTIS
203
BB&T Investment Services
North Carolina
$18K +$8.8K +244 +95%
GRP
204
Global Retirement Partners
California
$17K
GWM
205
Geneos Wealth Management
Colorado
$16K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$16K +$974 +27 +7%
ASN
207
Advisory Services Network
Georgia
$14K
CAL
208
Capital Analysts LLC
Pennsylvania
$14K
TCOV
209
Trust Company of Vermont
Vermont
$14K
Barclays
210
Barclays
United Kingdom
$13K +$4.44K +123 +50%
TF
211
Tompkins Financial
New York
$12K
SEI Investments
212
SEI Investments
Pennsylvania
$10K +$1.7K +47 +19%
IWM
213
IHT Wealth Management
Illinois
$9K
AssetMark Inc
214
AssetMark Inc
California
$9K +$1.19K +33 +16%
BNP Paribas Financial Markets
215
BNP Paribas Financial Markets
France
$8.59K
NFG
216
Next Financial Group
Texas
$8K
CBOA
217
Commonwealth Bank of Australia
Australia
$7K -$43.2K -1,199 -84%
MA
218
MUFG Americas
New York
$7K -$5.41K -150 -44%
CHC
219
City Holding Co
West Virginia
$6K
CCM
220
Cribstone Capital Management
Maine
$5K
OIA
221
OneDigital Investment Advisors
Kansas
$5K
WEC
222
Winslow Evans & Crocker
Massachusetts
$3.62K +$36 +1 +1%
BWP
223
Baldwin Wealth Partners
Massachusetts
$2K +$2.02K +56 New
HR
224
Howe & Rusling
New York
$1K
WA
225
Winfield Associates
Ohio
$1K