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Fortinet

1,060 hedge funds and large institutions have $30.5B invested in Fortinet in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 429 increasing their positions, 382 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-40
Holders Change %
-3.64%
% of All Funds
15.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
104
Increased
429
Reduced
382
Closed
129
Calls
$396M
Puts
$447M
Net Calls
-$51M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
526
Independent Advisor Alliance
North Carolina
$1.11M +$75.8K +1,258 +7%
TMAM
527
Tokio Marine Asset Management
Japan
$1.1M +$34.4K +571 +3%
DFC
528
DB Fitzpatrick & Co
Idaho
$1.09M -$6.15K -102 -0.6%
TC
529
Trilogy Capital
California
$1.08M +$718K +11,912 +196%
USAA
530
United Services Automobile Association
Texas
$1.06M -$51.4K -852 -5%
AAM
531
Advisors Asset Management
Colorado
$1.06M +$11.7K +194 +1%
UCFA
532
United Capital Financial Advisors
Texas
$1.06M +$131K +2,167 +14%
TPWA
533
TRUE Private Wealth Advisors
Oregon
$1.04M +$7.78K +129 +0.8%
HWM
534
Hohimer Wealth Management
Washington
$1.04M +$355K +5,888 +52%
MCC
535
Money Concepts Capital
Florida
$1.04M +$654K +10,849 +171%
LAM
536
L2 Asset Management
Massachusetts
$1.02M +$76.2K +1,265 +8%
MCM
537
MAI Capital Management
Ohio
$1.02M +$61.7K +1,024 +6%
VFA
538
Valeo Financial Advisors
Indiana
$1.02M +$393K +6,527 +63%
FHWM
539
Fox Hill Wealth Management
Massachusetts
$1.01M -$38.1K -632 -4%
GSB
540
Greenfield Savings Bank
Massachusetts
$998K -$13.1K -218 -1%
APWM
541
Argonautica Private Wealth Management
Massachusetts
$994K
NERM
542
New England Research & Management
Illinois
$994K +$242K +4,025 +32%
B
543
Birchbrook
Maine
$993K +$5.3K +88 +0.5%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$992K -$14K -233 -1%
CFB
545
Cullen/Frost Bankers
Texas
$961K +$31.6K +525 +3%
MGIA
546
Moneta Group Investment Advisors
Missouri
$942K +$101K +1,670 +12%
RWP
547
RWA Wealth Partners
Massachusetts
$936K -$1.18M -19,661 -56%
JWM
548
JGP Wealth Management
Oregon
$934K +$39.4K +653 +4%
LS
549
Leelyn Smith
Illinois
$933K +$31.9K +530 +4%
MFS
550
Mirabella Financial Services
United Kingdom
$930K +$930K +15,429 New