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257 hedge funds and large institutions have $8.96B invested in Fortis in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $19M | Put options by funds: $11.2M

5% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 94

4% less capital invested

Capital invested by funds: $9.29B → $8.96B (-$329M)

1.58% less ownership

Funds ownership: 52.24%50.67% (-1.6%)

4% less funds holding

Funds holding: 267257 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

88% less funds holding in top 10

Funds holding in top 10: 81 (-7)

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.02%
New
24
Increased
99
Reduced
94
Closed
33
Calls
$19M
Puts
$11.2M
Net Calls
+$7.82M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
201
NN Investment Partners Holdings
Netherlands
$136K
WB
202
Webster Bank
Connecticut
$135K
QCG
203
Quadrant Capital Group
Ohio
$115K +$725 +19 +0.6%
BlackRock
204
BlackRock
New York
$106K -$28.2M -739,861 -100%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$105K
CAN
206
Cetera Advisor Networks
California
$97K +$97.6K +2,559 New
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$95.2K +$95.3K +2,500 New
BGC
208
Beutel, Goodman & Co
Ontario, Canada
$76K +$572 +15 +0.8%
PAG
209
Private Advisor Group
New Jersey
$67K +$66.9K +1,754 New
LC
210
Lindbrook Capital
California
$43K -$1.18K -31 -3%
SPIA
211
Steward Partners Investment Advisory
New York
$41K +$4.2K +110 +11%
QT
212
Quantbot Technologies
New York
$41K +$41.6K +1,090 New
GWM
213
Geneos Wealth Management
Colorado
$40K
AIL
214
AGF Investments LLC
Ontario, Canada
$38K -$15.4K -404 -29%
RWA
215
Ropes Wealth Advisors
Massachusetts
$38K
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$38K +$25.4K +667 +200%
WEC
217
Winslow Evans & Crocker
Massachusetts
$33K -$76 -2 -0.2%
SCA
218
Stonebridge Capital Advisors
Minnesota
$29K
VCM
219
Versant Capital Management
Arizona
$28K
PA
220
Parallel Advisors
California
$23K +$3.66K +96 +18%
Simplex Trading
221
Simplex Trading
Illinois
$23K +$23.3K +612 New
TH
222
TCTC Holdings
Texas
$19K +$19.1K +500 New
CI
223
CX Institutional
Indiana
$16K
TCOV
224
Trust Company of Vermont
Vermont
$15K
LWM
225
Lenox Wealth Management
Ohio
$15K +$686 +18 +5%