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Fortinet

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
601
Bleakley Financial Group
New Jersey
$633K -$87K -1,309 -12%
GT
602
Greenleaf Trust
Michigan
$631K +$2.73K +41 +0.4%
OCBCO
603
Oversea-Chinese Banking Corp (OCBC)
Singapore
$629K -$154K -2,317 -20%
MNBTD
604
Moody National Bank Trust Division
Texas
$627K -$1.2K -18 -0.2%
WHG
605
Westwood Holdings Group
Texas
$625K
CIG
606
Cascade Investment Group
Colorado
$623K -$93K -1,400 -13%
DWP
607
Daymark Wealth Partners
Ohio
$622K +$248K +3,734 +66%
SEM
608
Suncoast Equity Management
Florida
$614K +$50.8K +765 +9%
HIM
609
Hillsdale Investment Management
Ontario, Canada
$611K -$93K -1,400 -13%
VFA
610
Valeo Financial Advisors
Indiana
$591K +$133K +2,001 +29%
KPWS
611
Kestra Private Wealth Services
Texas
$589K -$30.7K -462 -5%
SM
612
STF Management
Texas
$587K +$240K +3,617 +69%
BBHC
613
Brown Brothers Harriman & Co
New York
$587K +$199 +3 +0%
TCA
614
Trifecta Capital Advisors
Illinois
$586K -$66.5K -1,001 -10%
SYBT
615
Stock Yards Bank & Trust
Kentucky
$578K -$208K -3,130 -26%
KWM
616
Kaydan Wealth Management
Michigan
$577K
IWC
617
Integrated Wealth Concepts
Massachusetts
$571K +$190K +2,851 +50%
SFS
618
Sowell Financial Services
Arkansas
$564K -$109K -1,645 -16%
RC
619
Rovin Capital
Arizona
$561K +$248K +3,734 +79%
PFWA
620
Paces Ferry Wealth Advisors
Georgia
$558K +$1.73K +26 +0.3%
NAM
621
NorthCrest Asset Manangement
Minnesota
$556K +$19.9K +300 +4%
AWM
622
Atticus Wealth Management
Florida
$555K
FIM
623
Freedom Investment Management
Connecticut
$552K +$63.6K +957 +13%
HI
624
Human Investing
Oregon
$547K -$144K -2,161 -21%
UCFA
625
United Capital Financial Advisors
Texas
$547K -$260K -3,906 -32%