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Fortis
FTS

Overview Fund Activity

266 hedge funds and large institutions have $9.25B invested in Fortis in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
5.88%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
32
Increased
92
Reduced
100
Closed
31
Calls
$15M
Puts
$16.5M
Net Calls
-$1.55M
Net Calls Change
-$18.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$141M
2
Fidelity International
Fidelity International
Bermuda
+$139M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$107M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$74.2M

Top Sellers

1
ZP
Zimmer Partners
New York
-$360M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$194M
3
Morgan Stanley
Morgan Stanley
New York
-$182M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$154M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
201
Epoch Investment Partners
New York
$207K +$207K +5,357 New
TPCW
202
TD Private Client Wealth
New York
$198K +$9.8K +257 +5%
IA
203
IFP Advisors
Florida
$185K +$129K +3,521 +232%
Osaic Holdings
204
Osaic Holdings
Arizona
$182K +$182K +4,732 New
QI
205
QS Investors
New York
$171K -$94.5K -2,450 -36%
CIA
206
ClearBridge Investments (Australia)
Australia
$157K -$69.9M -1,812,784 -100%
Russell Investments Group
207
Russell Investments Group
United Kingdom
$156K -$3.38M -88,955 -96%
NIPH
208
NN Investment Partners Holdings
Netherlands
$138K – – –
WB
209
Webster Bank
Connecticut
$136K – – –
QCG
210
Quadrant Capital Group
Ohio
$114K +$2.77K +73 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
211
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$104K +$104K +2,701 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$98K -$4.37K -115 -4%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$98K +$98K +2,740 New
ASN
214
Advisory Services Network
Georgia
$83K -$3.28K -84 -4%
BGC
215
Beutel, Goodman & Co
Ontario, Canada
$77K – – –
NFG
216
Next Financial Group
Texas
$76K – – –
OAM
217
Oppenheimer Asset Management
New York
$65K +$7.45K +195 +13%
Bessemer Group
218
Bessemer Group
New Jersey
$65K +$65K +1,690 New
AIL
219
AGF Investments LLC
Ontario, Canada
$54K +$689 +18 +1%
LC
220
Lindbrook Capital
California
$45K -$44.2K -1,137 -50%
RWA
221
Ropes Wealth Advisors
Massachusetts
$39K – – –
GWM
222
Geneos Wealth Management
Colorado
$38K – – –
SF
223
Synovus Financial
Georgia
$37K +$37K +974 New
SPIA
224
Steward Partners Investment Advisory
New York
$36K +$8.08K +215 +29%
JAM
225
JCIC Asset Management
Ontario, Canada
$35K -$84.5K -2,162 -71%
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