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Fortinet

1,050 hedge funds and large institutions have $29.4B invested in Fortinet in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 338 increasing their positions, 445 reducing their positions, and 147 closing their positions.

Holders
1,050
Holders Change
-9
Holders Change %
-0.85%
% of All Funds
15.4%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.19%
New
150
Increased
338
Reduced
445
Closed
147
Calls
$494M
Puts
$370M
Net Calls
+$124M
Net Calls Change
-$1.37M
Name Market Value Shares Shares
Change
Shares
Change %
PFG
376
PAX Financial Group
Texas
$2.31M 34,089 -925 -3%
UCMOK
377
United Capital Management of KS
Kansas
$2.31M 39,498 +1,432 +4%
TNAM
378
Terra Nova Asset Management
New York
$2.3M 39,345 -3,372 -8%
SBIA
379
Sheaff Brock Investment Advisors
Indiana
$2.3M 39,298 -2,830 -7%
SFM
380
Signet Financial Management
New Jersey
$2.3M 39,281 -9,604 -20%
BC
381
Burney Company
Virginia
$2.3M 39,274 -40,895 -51%
KIA
382
KCM Investment Advisors
California
$2.3M 39,255 -475 -1%
NA
383
NewEdge Advisors
Louisiana
$2.28M 36,315 -12,454 -26%
AUB
384
Atlantic Union Bankshares
Virginia
$2.23M 38,142 +8,348 +28%
CIBC World Market
385
CIBC World Market
Ontario, Canada
$2.23M 38,104 -156,448 -80%
AI
386
AXS Investments
New York
$2.23M 38,083 +3,158 +9%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$2.2M 37,550 -2,979 -7%
FTIS
388
First Trust Investment Solutions
Florida
$2.19M 37,373 +37,373 New
CGH
389
Crossmark Global Holdings
Texas
$2.19M 37,364 -1,775 -5%
JFG
390
Jefferies Financial Group
New York
$2.14M 36,562 -94,231 -72%
MC
391
Moors & Cabot
Massachusetts
$2.13M 36,462 +1,807 +5%
FFA
392
First Foundation Advisors
California
$2.13M 36,437 -3,655 -9%
BCI
393
Brinker Capital Investments
Pennsylvania
$2.13M 34,752 -5,839 -14%
OPS
394
Orion Portfolio Solutions
Nebraska
$2.13M 34,752 -5,839 -14%
GH
395
GAM Holding
Switzerland
$2.1M 35,948 +109 +0.3%
SDIC
396
South Dakota Investment Council
South Dakota
$2.09M 35,736
WR
397
WD Rutherford
Oregon
$2.09M 33,350 -1,095 -3%
Envestnet Portfolio Solutions
398
Envestnet Portfolio Solutions
Illinois
$2.08M 35,484 -6,944 -16%
NIM
399
NEOS Investment Management
Connecticut
$2.01M 34,327 +616 +2%
M&T Bank
400
M&T Bank
New York
$2M 34,196 -11,037 -24%