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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 %
VSQM
576
V-Square Quantitative Management
Illinois
$705K +$542K +9,261 +332%
RIG
577
Ramiah Investment Group
Wisconsin
$704K +$105K +1,787 +17%
PFGIA
578
Patriot Financial Group Insurance Agency
Massachusetts
$704K +$126K +2,154 +22%
RCM
579
Radnor Capital Management
Pennsylvania
$702K +$140K +2,400 +25%
Fisher Asset Management
580
Fisher Asset Management
Washington
$700K +$139K +2,373 +25%
EFM
581
E Fund Management
China
$699K -$80K -1,366 -10%
CCG
582
Ceeto Capital Group
Florida
$699K +$40.9K +700 +6%
AssetMark Inc
583
AssetMark Inc
California
$693K +$1.81K +31 +0.3%
CIP
584
Chartwell Investment Partners
Pennsylvania
$691K +$120K +2,056 +21%
WQ
585
Wealth Quarterback
New Jersey
$690K +$690K +11,791 New
CWS
586
Confluence Wealth Services
Pennsylvania
$685K +$685K +1,672 New
RIA
587
Regal Investment Advisors
Michigan
$684K +$684K +11,687 New
BAM
588
Belpointe Asset Management
Nevada
$682K +$235K +4,009 +52%
KIA
589
Knollwood Investment Advisory
Maryland
$680K +$680K +11,610 New
BJL
590
Brighton Jones LLC
Washington
$673K -$53.1K -908 -7%
MSFS
591
Main Street Financial Solutions
Pennsylvania
$673K -$284K -4,854 -30%
NERM
592
New England Research & Management
Illinois
$672K +$360K +6,150 +115%
CCM
593
Coldstream Capital Management
Washington
$669K -$19.3K -329 -3%
SA
594
Strategic Advocates
Utah
$663K -$195K -3,326 -23%
RP
595
Rice Partnership
Hawaii
$662K -$3.2M -54,608 -83%
VVP
596
Venture Visionary Partners
Ohio
$660K -$479K -8,178 -42%
CA
597
Cornerstone Advisors
North Carolina
$656K -$5.85K -100 -0.9%
HSA
598
HBK Sorce Advisory
Pennsylvania
$645K -$11.2K -191 -2%
CC
599
Centiva Capital
New York
$644K -$1.2M -20,570 -65%
MYLI
600
Meiji Yasuda Life Insurance
Japan
$635K +$111K +1,900 +21%