We are live on ! Find out more

290 hedge funds and large institutions have $11.7B invested in Fortis in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

29% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $55.9M

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.68B)

5% more funds holding

Funds holding: 275290 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 52.22%52.08% (-0.14%)

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
111
Reduced
94
Closed
17
Calls
$72.1M
Puts
$55.9M
Net Calls
+$16.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Claret Asset Management
Quebec, Canada
$264K -$9.62K -225 -4%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$262K
William Blair & Company
203
William Blair & Company
Illinois
$247K
JGUA
204
John G. Ullman & Associates
New York
$236K
N
205
Natixis
France
$232K +$144K +3,377 +195%
DC
206
Davenport & Co
Virginia
$221K +$208K +4,866 New
GAM
207
Gotham Asset Management
New York
$221K +$208K +4,866 New
JAM
208
JCIC Asset Management
Ontario, Canada
$219K
KWM
209
Kingsview Wealth Management
Oregon
$213K +$200K +4,687 New
CT
210
Chicago Trust
Illinois
$209K +$197K +4,600 New
Simplex Trading
211
Simplex Trading
Illinois
$208K +$181K +4,239 +1,250%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$198K +$11.5K +268 +7%
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$193K +$1.54K +36 +0.9%
QCG
214
Quadrant Capital Group
Ohio
$182K +$10.5K +246 +7%
IA
215
IFP Advisors
Florida
$165K -$33.3K -778 -18%
WSFS
216
Wilmington Savings Fund Society
Delaware
$149K +$140K +3,279 New
Barclays
217
Barclays
United Kingdom
$146K -$704K -16,471 -84%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$130K -$21.9K -512 -15%
Twin Tree Management
219
Twin Tree Management
Texas
$109K +$102K +2,395 New
PA
220
Parallel Advisors
California
$104K +$1.15K +27 +1%
1IA
221
1620 Investment Advisors
Massachusetts
$96.8K +$2.56K +60 +3%
LC
222
Lindbrook Capital
California
$89.4K -$67.4K -1,578 -45%
Osaic Holdings
223
Osaic Holdings
Arizona
$85.7K +$15.9K +372 +25%
CH
224
Cromwell Holdings
Wyoming
$83.5K +$26.9K +630 +52%
NS
225
NBC Securities
Alabama
$78K -$9.49K -222 -11%