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Fortinet

1,094 hedge funds and large institutions have $39.4B invested in Fortinet in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 389 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+112
Holders Change %
+11.41%
% of All Funds
17.25%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
182
Increased
389
Reduced
373
Closed
62
Calls
$348M
Puts
$262M
Net Calls
+$85.8M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
601
Coldstream Capital Management
Washington
$912K +$19.7K +260 +2%
AWM
602
Apollon Wealth Management
South Carolina
$910K +$12.1K +160 +1%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$908K +$31.1K +412 +4%
AssetMark Inc
604
AssetMark Inc
California
$908K
GFPC
605
Global Financial Private Client
Florida
$905K +$33.8K +453 +4%
OAM
606
Ostrum Asset Management
France
$882K +$277K +3,671 +46%
FIM
607
Freedom Investment Management
Connecticut
$882K +$254K +3,356 +40%
Lido Advisors
608
Lido Advisors
California
$880K -$66.4K -879 -7%
HSA
609
HBK Sorce Advisory
Pennsylvania
$875K +$55.8K +738 +7%
BAAM
610
Baker Avenue Asset Management
California
$871K +$76.6K +1,014 +10%
HFS
611
Hantz Financial Services
Michigan
$871K +$23.1K +305 +3%
MAS
612
Meeder Advisory Services
Ohio
$867K +$37K +489 +4%
TFA
613
Toth Financial Advisory
Virginia
$859K +$335K +4,435 +64%
BFG
614
Bleakley Financial Group
New Jersey
$856K +$136K +1,794 +19%
SS
615
Simplicity Solutions
Minnesota
$856K +$134K +1,779 +19%
S
616
SignatureFD
Georgia
$855K +$49.4K +653 +6%
NL
617
NVWM LLC
Pennsylvania
$851K +$815K +10,783 +2,275%
GWM
618
Geneos Wealth Management
Colorado
$847K -$35.1K -465 -4%
ONGA
619
O'Neil Global Advisors
California
$847K +$446K +5,900 +111%
SIA
620
Schechter Investment Advisors
Michigan
$841K -$50.4K -667 -6%
OWA
621
Outlook Wealth Advisors
Texas
$830K +$830K +10,974 New
SC
622
Sonen Capital
California
$822K +$22.2K +294 +3%
CANY
623
Caxton Associates (New York)
New York
$819K +$492K +6,504 +150%
GLA
624
Great Lakes Advisors
Illinois
$808K -$52.2K -691 -6%
BSSFA
625
Baron Silver Stevens Financial Advisors
Florida
$807K