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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 %
DG
626
DMC Group
Alabama
$804K +$79.1K +1,046 +11%
MCM
627
Mainstay Capital Management
Michigan
$804K
SFS
628
Sowell Financial Services
Arkansas
$801K +$159K +2,100 +25%
PA
629
Parallel Advisors
California
$801K -$55.6K -736 -6%
WAAG
630
Wealth Alliance Advisory Group
Kansas
$797K
PP
631
Patron Partners
Texas
$797K +$23K +304 +3%
BJL
632
Brighton Jones LLC
Washington
$787K +$45.3K +599 +6%
SAI
633
Systematic Alpha Investments
New Jersey
$783K +$76 +1 +0%
SAM
634
Strategy Asset Managers
California
$773K -$24.4K -323 -3%
CIP
635
Chartwell Investment Partners
Pennsylvania
$767K -$27.4K -363 -3%
Fisher Asset Management
636
Fisher Asset Management
Washington
$765K +$31.1K +412 +4%
AUB
637
Atlantic Union Bankshares
Virginia
$765K +$765K +10,116 New
BIA
638
Beacon Investment Advisors
Maryland
$757K
HWM
639
HB Wealth Management
Georgia
$750K -$7.41K -98 -1%
YMRC
640
Yorktown Management & Research Company
Virginia
$748K
CCM
641
Crew Capital Management
Ohio
$742K +$742K +9,811 New
FCA
642
FLC Capital Advisors
California
$741K
KA
643
Kovack Advisors
Florida
$740K
IWC
644
Integrated Wealth Concepts
Massachusetts
$739K +$90.3K +1,194 +14%
SEM
645
Suncoast Equity Management
Florida
$735K +$36.7K +486 +5%
QCG
646
Quadrant Capital Group
Ohio
$734K -$302 -4 -0%
LFGH
647
Lee Financial Group Hawaii
Hawaii
$729K -$460K -6,080 -39%
RCM
648
Radnor Capital Management
Pennsylvania
$726K +$726K +9,600 New
IIA
649
IPG Investment Advisors
California
$724K +$724K +9,575 New
CIP
650
Convergence Investment Partners
Florida
$720K +$383K +5,066 +114%