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Fortinet

1,111 hedge funds and large institutions have $38.3B invested in Fortinet in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 433 increasing their positions, 383 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+51
Holders Change %
+4.81%
% of All Funds
16.07%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.3%
New
156
Increased
433
Reduced
383
Closed
94
Calls
$615M
Puts
$782M
Net Calls
-$167M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
601
Blueshift Asset Management
New Jersey
$875K -$261K -3,364 -23%
DWAM
602
Duncan Williams Asset Management
Tennessee
$870K +$48.5K +625 +6%
MCM
603
MAI Capital Management
Ohio
$868K -$450K -5,807 -34%
HSA
604
HBK Sorce Advisory
Pennsylvania
$867K -$35.1K -453 -4%
PS
605
Principal Securities
Iowa
$861K +$38K +490 +5%
TC
606
TownSquare Capital
Utah
$859K +$212K +2,729 +33%
HWM
607
HB Wealth Management
Georgia
$859K +$75.5K +973 +10%
WQ
608
Wealth Quarterback
New Jersey
$858K -$853 -11 -0.1%
RJT
609
Raymond James Trust
Florida
$855K -$74.5K -961 -8%
NP
610
NorthRock Partners
Minnesota
$853K +$26.1K +337 +3%
BTI
611
Blue Trust Inc
Georgia
$851K +$329K +5,451 +63%
SF
612
Symphony Financial
Texas
$846K +$242K +3,130 +40%
SM
613
STF Management
Texas
$844K -$107K -1,375 -11%
SI
614
Stephens Inc
Arkansas
$838K +$383K +4,941 +84%
PAS
615
Park Avenue Securities
New York
$837K +$386K +4,980 +86%
WAM
616
Werlinich Asset Management
Connecticut
$826K
DC
617
Davenport & Co
Virginia
$824K -$124K -1,596 -13%
PP
618
Patron Partners
Texas
$823K +$35.3K +455 +4%
FT
619
Fiduciary Trust
Massachusetts
$821K +$20.8K +268 +3%
LFG
620
Larson Financial Group
Missouri
$820K -$6.9K -89 -0.8%
WAAG
621
Wealth Alliance Advisory Group
Kansas
$818K
TWM
622
Thrive Wealth Management
Pennsylvania
$810K -$194K -2,500 -19%
VFA
623
Valeo Financial Advisors
Indiana
$807K -$505K -6,508 -38%
AFCM
624
Applied Finance Capital Management
Puerto Rico
$805K -$17.1K -221 -2%
SAI
625
Systematic Alpha Investments
New Jersey
$803K -$78 -1 -0%