266 hedge funds and large institutions have $10.9B invested in Fortis in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
106
Reduced
83
Closed
27
Calls
$62.4M
Puts
$38.7M
Net Calls
+$23.7M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$219K +$8.81K +204 +4%
QCG
202
Quadrant Capital Group
Ohio
$212K +$6.72K +156 +3%
Osaic Holdings
203
Osaic Holdings
Arizona
$203K +$31.8K +738 +19%
UM
204
UniSuper Management
Australia
$194K +$194K +3,400 New
Pacer Advisors
205
Pacer Advisors
Pennsylvania
$189K +$29K +674 +18%
GIBU
206
Gulf International Bank (UK)
United Kingdom
$188K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$154K +$4.31K +100 +3%
TPCW
208
TD Private Client Wealth
New York
$154K -$3.62K -84 -2%
Axa
209
Axa
France
$153K -$39.4K -914 -20%
IWP
210
Icon Wealth Partners
Texas
$143K +$18.3K +425 +15%
SPIA
211
Steward Partners Investment Advisory
New York
$141K +$4.7K +109 +3%
TRCT
212
Tower Research Capital (TRC)
New York
$124K +$122K +2,836 +7,090%
PA
213
Parallel Advisors
California
$109K +$8.83K +205 +9%
TWM
214
Tradition Wealth Management
Minnesota
$86K -$10.8K -250 -11%
NA
215
NewEdge Advisors
Louisiana
$75.3K +$16.3K +378 +28%
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$69.5K
Macquarie Group
217
Macquarie Group
Australia
$65.5K
Credit Agricole
218
Credit Agricole
France
$62.1K
LC
219
Lindbrook Capital
California
$57.7K -$5.21K -121 -8%
CSS
220
Cubist Systematic Strategies
Connecticut
$54.9K -$31.4K -727 -36%
IA
221
IFP Advisors
Florida
$38.3K +$16.8K +391 +79%
CHA
222
Carmichael Hill & Associates
Maryland
$33.6K
RWPA
223
Richard W. Paul & Associates
Michigan
$33.1K
SCA
224
Stonebridge Capital Advisors
Minnesota
$32.6K
VCM
225
Versant Capital Management
Arizona
$32.3K