270 hedge funds and large institutions have $10.4B invested in Fortis in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-3
Holders Change %
-1.1%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
40
Increased
100
Reduced
85
Closed
33
Calls
$30.8M
Puts
$13.9M
Net Calls
+$17M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
201
Intercontinental Wealth Advisors
Texas
$226K -$182K -4,222 -45%
HighTower Advisors
202
HighTower Advisors
Illinois
$225K
OCAM
203
Onex Canada Asset Management
Ontario, Canada
$224K +$224K +5,512 New
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$223K -$47.9K -1,157 -18%
FIM
205
Freedom Investment Management
Connecticut
$221K +$15.4K +370 +7%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$215K -$171K -4,117 -44%
LOAMS
207
Lombard Odier Asset Management (Switzerland)
Switzerland
$215K +$215K +3,992 New
PPA
208
Parametric Portfolio Associates
Washington
$214K +$2.79K +67 +1%
TPCW
209
TD Private Client Wealth
New York
$206K +$206K +4,947 New
Two Sigma Investments
210
Two Sigma Investments
New York
$201K +$201K +4,852 New
NIPH
211
NN Investment Partners Holdings
Netherlands
$149K -$162K -3,900 -52%
WB
212
Webster Bank
Connecticut
$147K
JAM
213
JCIC Asset Management
Ontario, Canada
$127K -$16.6K -400 -12%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$111K +$7.38K +179 +7%
AG
215
Advisor Group
Arizona
$108K -$51.1K -1,237 -32%
QCG
216
Quadrant Capital Group
Ohio
$108K +$35.4K +960 +49%
MWNA
217
Marshall Wace North America
New York
$96K -$284K -6,800 -75%
LC
218
Lindbrook Capital
California
$95K +$11.9K +288 +14%
ASN
219
Advisory Services Network
Georgia
$91K -$494 -12 -0.5%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$89K +$43.7K +1,014 +97%
BGC
221
Beutel, Goodman & Co
Ontario, Canada
$83K
NFG
222
Next Financial Group
Texas
$83K +$83K +2,000 New
TRCT
223
Tower Research Capital (TRC)
New York
$74K -$1.45M -35,269 -95%
IA
224
IFP Advisors
Florida
$63K +$7.89K +190 +14%
OAM
225
Oppenheimer Asset Management
New York
$63K +$33.2K +794 +112%