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Fortis
FTS

Overview Fund Activity

275 hedge funds and large institutions have $10.1B invested in Fortis in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 33 closing their positions.

Holders
275
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
118
Reduced
88
Closed
33
Calls
$45.3M
Puts
$47.6M
Net Calls
-$2.35M
Net Calls Change
-$39.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$854M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$326M
3
Charles Schwab
3
Charles Schwab
California
$49.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$358M
5
UBS AM
5
UBS AM
Illinois
$32.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.06B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$164M
5
Bank of America
5
Bank of America
North Carolina
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SNT
201
SIG North Trading
Pennsylvania
$202K 5,194 +5,194 New
JAM
202
JCIC Asset Management
Ontario, Canada
$187K 4,820 -530 -10%
IA
203
IFP Advisors
Florida
$172K 4,416 +3,277 +288%
Pacer Advisors
204
Pacer Advisors
Pennsylvania
$164K 4,221 -205 -5%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$159K 4,089 -1,103 -21%
QCG
206
Quadrant Capital Group
Ohio
$146K 3,767 -825 -18%
LC
207
Lindbrook Capital
California
$138K 3,546 +2,134 +151%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$131K 3,376 -838 -20%
GIBU
209
Gulf International Bank (UK)
United Kingdom
$129K 3,340 – –
PA
210
Parallel Advisors
California
$87.4K 2,251 -640 -22%
1IA
211
1620 Investment Advisors
Massachusetts
$80.4K 2,070 +2,070 New
NS
212
NBC Securities
Alabama
$75K 1,954 -718 -27%
Mitsubishi UFJ Trust & Banking
213
Mitsubishi UFJ Trust & Banking
Japan
$68K 1,750 -100 -5%
N
214
Natixis
France
$67.2K 1,731 +1,731 New
TRCT
215
Tower Research Capital (TRC)
New York
$63.1K 1,624 -268 -14%
CFM
216
Catalyst Funds Management
Australia
$62.1K 1,600 +1,600 New
Macquarie Group
217
Macquarie Group
Australia
$59K 1,518 – –
DMIC
218
Dixon Mitchell Investment Counsel
British Columbia, Canada
$59K 1,518 +5 +0.3%
Osaic Holdings
219
Osaic Holdings
Arizona
$58.8K 1,514 -59 -4%
CLOS
220
Compagnie Lombard Odier SCmA
Switzerland
$57.8K 1,488 +1,488 New
NA
221
NewEdge Advisors
Louisiana
$52.6K 1,354 +1 +0.1%
CH
222
Cromwell Holdings
Wyoming
$46.9K 1,207 +1,207 New
LWANC
223
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.4K 1,169 – –
CAM
224
Clarity Asset Management
Iowa
$40K 1,030 +75 +8%
RA
225
Rational Advisors
New York
$39.3K 1,012 -63 -6%
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