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Fortinet

1,094 hedge funds and large institutions have $39.4B invested in Fortinet in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 389 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+112
Holders Change %
+11.41%
% of All Funds
17.25%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
182
Increased
389
Reduced
373
Closed
62
Calls
$348M
Puts
$262M
Net Calls
+$85.8M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
526
Green Alpha Advisors
Colorado
$1.43M +$39.7K +525 +3%
PAG
527
Private Advisor Group
New Jersey
$1.42M -$69.1K -903 -5%
CFB
528
Cullen/Frost Bankers
Texas
$1.42M +$16.3K +215 +1%
VVP
529
Venture Visionary Partners
Ohio
$1.41M -$64.3K -850 -4%
TAM
530
Tealwood Asset Management
Minnesota
$1.41M +$2.95K +39 +0.2%
LBWM
531
Left Brain Wealth Management
Illinois
$1.4M +$212K +2,802 +18%
GSB
532
Greenfield Savings Bank
Massachusetts
$1.39M +$146K +1,930 +12%
BBL
533
Beck Bode LLC
Massachusetts
$1.37M -$34.8K -460 -2%
TCWM
534
Total Clarity Wealth Management
Illinois
$1.37M +$1.37M +18,116 New
V
535
Veritable
Delaware
$1.37M +$8.69K +115 +0.6%
VI
536
Versor Investments
New York
$1.34M -$39.8K -526 -3%
TPWA
537
TRUE Private Wealth Advisors
Oregon
$1.33M -$98.3K -1,300 -7%
SF
538
Symphony Financial
Texas
$1.32M -$49.2K -655 -4%
OCM
539
Orion Capital Management
California
$1.3M +$1.89K +25 +0.1%
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$1.28M -$756 -10 -0.1%
JWM
541
Jackson Wealth Management
Florida
$1.27M +$24.4K +323 +2%
MSFS
542
Main Street Financial Solutions
Pennsylvania
$1.27M -$26.9K -356 -2%
LSA
543
Lion Street Advisors
Texas
$1.26M -$4.17M -12,397 -77%
BIA
544
Benchmark Investment Advisors
Illinois
$1.25M +$513K +6,780 +69%
SCA
545
Snowden Capital Advisors
New York
$1.25M -$48.8K -645 -4%
APWM
546
Argonautica Private Wealth Management
Massachusetts
$1.25M -$17.8K -235 -1%
AIM
547
Anchor Investment Management
South Carolina
$1.25M -$197K -2,600 -14%
USAA
548
United Services Automobile Association
Texas
$1.22M +$72.9K +965 +6%
PAS
549
Park Avenue Securities
New York
$1.21M -$224K -2,962 -16%
DSCM
550
Del-Sette Capital Management
New York
$1.21M +$1.21M +15,958 New