274 hedge funds and large institutions have $11.8B invested in Fortis in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
107
Reduced
90
Closed
24
Calls
$29.7M
Puts
$57.2M
Net Calls
-$27.5M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
201
Claret Asset Management
Quebec, Canada
$335K +$23.3K +470 +7%
Capital International Investors
202
Capital International Investors
California
$324K
AP
203
Advisor Partners
California
$310K -$5.5K -111 -2%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$304K -$989 -20 -0.3%
William Blair & Company
205
William Blair & Company
Illinois
$295K +$3.56K +72 +1%
WFI
206
West Family Investments
California
$277K -$11.6K -234 -4%
QCG
207
Quadrant Capital Group
Ohio
$264K +$36.2K +729 +16%
State Street
208
State Street
Massachusetts
$262K -$408K -8,239 -61%
CC
209
Centiva Capital
New York
$261K +$261K +5,264 New
WWM
210
Western Wealth Management
Colorado
$254K +$254K +5,115 New
BCI
211
Brinker Capital Investments
Pennsylvania
$248K +$248K +5,015 New
Assenagon Asset Management
212
Assenagon Asset Management
Luxembourg
$231K -$4.2K -85 -2%
HNB
213
Huntington National Bank
Ohio
$223K
GIBU
214
Gulf International Bank (UK)
United Kingdom
$205K +$32K +650 +18%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$202K +$202K +4,081 New
TPCW
216
TD Private Client Wealth
New York
$198K +$1.19K +24 +0.6%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$177K +$16K +322 +10%
Osaic Holdings
218
Osaic Holdings
Arizona
$176K -$6.06K -123 -3%
WB
219
Webster Bank
Connecticut
$175K
EIP
220
Energy Income Partners
Connecticut
$125K -$62.8K -1,265 -33%
SPIA
221
Steward Partners Investment Advisory
New York
$75K +$12.7K +257 +20%
Credit Agricole
222
Credit Agricole
France
$71K
PA
223
Parallel Advisors
California
$69K -$6.69K -135 -9%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$66K +$442 +9 +0.7%
FAG
225
Fortitude Advisory Group
Washington
$57K -$7.76K -158 -12%