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Fortinet

1,051 hedge funds and large institutions have $29.4B invested in Fortinet in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 338 increasing their positions, 445 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
15.41%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.19%
New
151
Increased
338
Reduced
445
Closed
147
Calls
$494M
Puts
$370M
Net Calls
+$124M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
551
Quantinno Capital Management
New York
$811K -$1.11M -18,938 -58%
Assenagon Asset Management
552
Assenagon Asset Management
Luxembourg
$806K -$41.6K -711 -5%
LS
553
Leelyn Smith
Illinois
$803K +$23.1K +394 +3%
HWAM
554
Hennion & Walsh Asset Management
New Jersey
$802K +$420K +7,168 +110%
AIIMS
555
Analyst IMS Investment Management Services
Israel
$801K
QI
556
Qtron Investments
Massachusetts
$797K
CCG
557
Cypress Capital Group
Florida
$794K -$93.3K -1,594 -11%
AWM
558
Apollon Wealth Management
South Carolina
$784K +$24.5K +418 +3%
XSC
559
X-Square Capital
Puerto Rico
$783K -$176 -3 -0%
FTDI
560
First Trust Direct Indexing
Massachusetts
$781K +$35.3K +603 +5%
ECM
561
Everence Capital Management
Indiana
$760K +$228K +3,900 +43%
CSS
562
Cubist Systematic Strategies
Connecticut
$757K -$6.36M -108,714 -89%
TWM
563
Thrive Wealth Management
Pennsylvania
$757K -$2.75K -47 -0.4%
SM
564
STF Management
Texas
$756K +$10.9K +187 +1%
KA
565
Kovack Advisors
Florida
$753K +$95.4K +1,630 +15%
GA
566
GraniteShares Advisors
New York
$746K -$58.9K -1,007 -7%
SP
567
Symmetry Partners
Connecticut
$743K -$94K -1,582 -11%
SWM
568
Spire Wealth Management
Virginia
$740K -$3.81M -62,509 -84%
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$740K +$228K +3,894 +45%
CG
570
Caprock Group
Idaho
$727K +$117 +2 +0%
GIM
571
Groesbeck Investment Management
New Jersey
$722K +$7.02K +120 +1%
P
572
Pitcairn
Pennsylvania
$715K -$680K -11,614 -49%
AWM
573
Accurate Wealth Management
Florida
$715K -$169K -2,723 -19%
EFH
574
Eaton Financial Holdings
Florida
$714K -$29.4K -502 -4%
SFA
575
Sequoia Financial Advisors
Ohio
$706K +$352K +6,008 +99%