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Fortinet
FTNT

Overview Fund Activity

982 hedge funds and large institutions have $34.6B invested in Fortinet in 2023 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 315 increasing their positions, 413 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+38
Holders Change %
+4.03%
% of All Funds
15.72%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.46%
New
143
Increased
315
Reduced
413
Closed
92
Calls
$284M
Puts
$251M
Net Calls
+$33.7M
Net Calls Change
-$43M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$316M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$162M
3
Swedbank
Swedbank
Sweden
+$143M
4
Renaissance Technologies
Renaissance Technologies
New York
+$130M
5
Holocene Advisors
Holocene Advisors
New York
+$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$446M
2
AWA
Arete Wealth Advisors
Illinois
-$352M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$273M
4
Millennium Management
Millennium Management
New York
-$186M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
551
First Trust Direct Indexing
Massachusetts
$808K -$62.3K -937 -7%
ESCM
552
Echo Street Capital Management
New York
$804K -$562K -8,449 -41%
AssetMark Inc
553
AssetMark Inc
California
$798K -$1.07M -16,153 -57%
AWM
554
Apollon Wealth Management
South Carolina
$790K -$64.5K -970 -8%
CCM
555
Coldstream Capital Management
Washington
$784K -$4.12K -62 -0.5%
SIA
556
Schechter Investment Advisors
Michigan
$784K +$13.2K +199 +2%
NA
557
NewEdge Advisors
Louisiana
$782K -$789K -11,874 -50%
GIM
558
Groesbeck Investment Management
New Jersey
$779K – – –
GWM
559
Geneos Wealth Management
Colorado
$776K -$55.2K -831 -7%
GFPC
560
Global Financial Private Client
Florida
$774K -$18.8K -284 -2%
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$771K -$54.7K -823 -7%
FPAS
562
Focus Partners Advisor Solutions
Missouri
$770K +$770K +11,588 New
MMG
563
Monetary Management Group
Missouri
$766K – – –
OTL
564
Oak Thistle LLC
New York
$757K +$757K +11,389 New
GLA
565
Great Lakes Advisors
Illinois
$756K -$34K -511 -4%
PA
566
Parallel Advisors
California
$753K -$34.6K -520 -4%
P
567
Pitcairn
Pennsylvania
$748K -$22.4K -337 -3%
HFS
568
Hantz Financial Services
Michigan
$745K +$569K +8,570 +324%
DCM
569
Dupont Capital Management
Delaware
$743K -$505K -7,595 -40%
MAS
570
Meeder Advisory Services
Ohio
$730K +$194K +2,921 +36%
CW
571
CreativeOne Wealth
Kansas
$720K +$91.1K +1,371 +14%
HSA
572
HBK Sorce Advisory
Pennsylvania
$720K +$720K +10,831 New
AIM
573
Aigen Investment Management
New York
$711K +$711K +10,699 New
BSSFA
574
Baron Silver Stevens Financial Advisors
Florida
$710K – – –
S
575
SignatureFD
Georgia
$708K -$23.1K -348 -3%
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