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Fortinet

1,111 hedge funds and large institutions have $38.3B invested in Fortinet in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 433 increasing their positions, 383 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+51
Holders Change %
+4.81%
% of All Funds
16.07%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.3%
New
156
Increased
433
Reduced
383
Closed
94
Calls
$615M
Puts
$782M
Net Calls
-$167M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
476
Insight Wealth Strategies
California
$1.85M +$91K +1,174 +5%
Balyasny Asset Management
477
Balyasny Asset Management
Illinois
$1.84M -$2.92M -37,682 -61%
DT
478
Diversified Trust
Tennessee
$1.84M +$15.9K +205 +0.9%
BSB
479
Bangor Savings Bank
Maine
$1.84M -$56.9K -734 -3%
Lido Advisors
480
Lido Advisors
California
$1.83M +$1.02M +14,949 +127%
PCA
481
Pallas Capital Advisors
Massachusetts
$1.82M +$804K +9,971 +79%
CL
482
Choreo LLC
Illinois
$1.81M +$296K +3,873 +20%
P
483
Pitcairn
Pennsylvania
$1.81M -$106K -1,365 -6%
DFC
484
DB Fitzpatrick & Co
Idaho
$1.76M +$359K +4,625 +26%
IIM
485
InTrack Investment Management
Vermont
$1.76M -$169K -2,180 -9%
CFG
486
Citizens Financial Group
Rhode Island
$1.75M +$5.97K +77 +0.3%
FTDI
487
First Trust Direct Indexing
Massachusetts
$1.73M +$251K +3,241 +17%
CM
488
Churchill Management
California
$1.73M -$47.9K -618 -3%
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$265K +3,413 +18%
EF
490
Empirical Finance
Pennsylvania
$1.68M +$34.9K +450 +2%
IMCOOI
491
Investment Management Corp of Ontario (IMCO)
Canada
$1.68M +$551K +7,100 +49%
CP
492
CenterBook Partners
Connecticut
$1.67M +$1.67M +21,510 New
Kovitz Investment Group Partners
493
Kovitz Investment Group Partners
Illinois
$1.67M +$867K +16,550 +109%
NA
494
NewEdge Advisors
Louisiana
$1.62M -$59.2K -764 -4%
PCMU
495
Paragon Capital Management (Utah)
Utah
$1.62M -$256K -3,304 -14%
SCM
496
Sterling Capital Management
North Carolina
$1.62M +$1.62M +20,846 New
CPC
497
Congress Park Capital
New York
$1.61M -$61.6K -794 -4%
BF
498
BOK Financial
Oklahoma
$1.6M -$531K -6,892 -25%
OQS
499
Occudo Quantitative Strategies
Florida
$1.6M -$942K -12,146 -37%
Fifth Third Bancorp
500
Fifth Third Bancorp
Ohio
$1.59M +$145K +1,870 +10%