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258 hedge funds and large institutions have $9.41B invested in Fortis in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more call options, than puts

Call options by funds: $35M | Put options by funds: $19.5M

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $8.96B → $9.41B (+$451M)

0% more funds holding

Funds holding: 257258 (+1)

1.58% less ownership

Funds ownership: 50.67%49.08% (-1.6%)

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
101
Reduced
77
Closed
23
Calls
$35M
Puts
$19.5M
Net Calls
+$15.5M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QSS
201
Quantitative Systematic Strategies
Florida
$213K +$209K +5,224 New
OCAM
202
Onex Canada Asset Management
Ontario, Canada
$202K +$198K +4,947 New
Osaic Holdings
203
Osaic Holdings
Arizona
$193K -$18.7K -469 -9%
QCG
204
Quadrant Capital Group
Ohio
$166K +$41.8K +1,047 +35%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$158K +$10.1K +252 +7%
TPCW
206
TD Private Client Wealth
New York
$155K -$49.8K -1,248 -25%
AIM
207
Achmea Investment Management
Netherlands
$150K +$147K +3,680 New
WB
208
Webster Bank
Connecticut
$144K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$138K +$24.6K +615 +22%
BlackRock
210
BlackRock
New York
$114K
FC
211
FORA Capital
Florida
$104K +$101K +2,542 New
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$102K
Bessemer Group
213
Bessemer Group
New Jersey
$83K -$958K -23,989 -92%
BGC
214
Beutel, Goodman & Co
Ontario, Canada
$82K
NFG
215
Next Financial Group
Texas
$82K +$79.9K +2,000 New
ASN
216
Advisory Services Network
Georgia
$78K +$76.7K +1,920 New
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$63K +$21.1K +529 +53%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$51K +$49.9K +1,251 New
SPIA
219
Steward Partners Investment Advisory
New York
$48K +$4.35K +109 +10%
AIL
220
AGF Investments LLC
Ontario, Canada
$41K
RWA
221
Ropes Wealth Advisors
Massachusetts
$41K
WEC
222
Winslow Evans & Crocker
Massachusetts
$36K
BBL
223
Beck Bode LLC
Massachusetts
$35K +$34.3K +859 New
LC
224
Lindbrook Capital
California
$32K -$14.1K -352 -31%
PA
225
Parallel Advisors
California
$32K +$6.63K +166 +26%