We are live on ! Find out more

297 hedge funds and large institutions have $10.5B invested in Fortis in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

2% more funds holding

Funds holding: 290297 (+7)

1.33% less ownership

Funds ownership: 52.08%50.75% (-1.3%)

11% less capital invested

Capital invested by funds: $11.7B → $10.5B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
117
Reduced
89
Closed
28
Calls
$54.5M
Puts
$18.7M
Net Calls
+$35.8M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
201
Community Financial Services Group
Vermont
$273K -$370K -8,458 -56%
BEI
202
Benjamin Edwards Inc
Missouri
$260K +$12.3K +282 +5%
SAM
203
Silvercrest Asset Management
New York
$257K
ECM
204
Evergreen Capital Management
Washington
$256K +$269K +6,156 New
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$255K +$269K +6,145 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$249K +$260K +5,942 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$239K
WCM
208
Weaver Capital Management
Georgia
$230K -$75.2K -1,719 -24%
CAM
209
Claret Asset Management
Quebec, Canada
$228K -$13.1K -300 -5%
William Blair & Company
210
William Blair & Company
Illinois
$226K
KWM
211
Kingsview Wealth Management
Oregon
$224K +$30.5K +698 +15%
VT
212
Vise Technologies
New York
$216K +$228K +5,204 New
VPIM
213
Vanguard Personalized Indexing Management
California
$216K +$227K +5,191 New
JAM
214
JCIC Asset Management
Ontario, Canada
$211K +$11.7K +267 +6%
JGUA
215
John G. Ullman & Associates
New York
$204K -$13.1K -300 -6%
CCFM
216
Clear Creek Financial Management
Washington
$203K +$214K +4,889 New
DC
217
Davenport & Co
Virginia
$203K +$831 +19 +0.4%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$190K +$9.01K +206 +5%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$184K +$7.52K +172 +4%
QCG
220
Quadrant Capital Group
Ohio
$179K +$12.6K +289 +7%
WSFS
221
Wilmington Savings Fund Society
Delaware
$136K
PA
222
Parallel Advisors
California
$131K +$38.6K +883 +39%
LC
223
Lindbrook Capital
California
$113K +$33.1K +758 +39%
Osaic Holdings
224
Osaic Holdings
Arizona
$103K +$25.9K +592 +31%
IA
225
IFP Advisors
Florida
$94.1K -$60.1K -1,375 -38%