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275 hedge funds and large institutions have $10.1B invested in Fortis in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.44M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 268275 (+7)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

2% more capital invested

Capital invested by funds: $9.87B → $10.1B (+$222M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 48.23%48.12% (-0.11%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
100
Reduced
92
Closed
25
Calls
$17.3M
Puts
$2.44M
Net Calls
+$14.8M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
201
Y-Intercept (HK)
Hong Kong
$262K -$1.81M -40,106 -87%
William Blair & Company
202
William Blair & Company
Illinois
$261K -$3.97K -88 -1%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$238K
CA
204
Calton & Associates
Florida
$236K -$22.9K -508 -9%
SG Americas Securities
205
SG Americas Securities
New York
$236K +$241K +5,346 New
BC
206
Bridgefront Capital
Texas
$229K +$233K +5,175 New
FTDI
207
First Trust Direct Indexing
Massachusetts
$229K +$234K +5,186 New
GIBU
208
Gulf International Bank (UK)
United Kingdom
$226K +$15.8K +350 +7%
OKSA
209
O'Keefe Stevens Advisory
New York
$221K
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$210K +$214K +4,759 New
KC
211
Kepos Capital
New York
$207K +$123K +2,720 +137%
QCG
212
Quadrant Capital Group
Ohio
$201K +$13.3K +296 +7%
FC
213
FORA Capital
Florida
$184K +$188K +4,169 New
TPCW
214
TD Private Client Wealth
New York
$183K +$27K +600 +17%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$161K
WB
216
Webster Bank
Connecticut
$156K
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$124K
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$111K
HNB
219
Huntington National Bank
Ohio
$100K +$102K +2,256 New
VNA
220
Valley National Advisers
Pennsylvania
$99K -$1.89M -41,904 -95%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$97K +$32.2K +715 +49%
NFG
222
Next Financial Group
Texas
$89K -$135 -3 -0.1%
Macquarie Group
223
Macquarie Group
Australia
$67K -$226K -5,008 -77%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$67K +$61.2K +1,358 +734%
SCA
225
Stonebridge Capital Advisors
Minnesota
$66K +$34.1K +756 +100%