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Fortinet

1,059 hedge funds and large institutions have $29.9B invested in Fortinet in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 404 increasing their positions, 409 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-35
Holders Change %
-3.2%
% of All Funds
16.88%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.29%
New
121
Increased
404
Reduced
409
Closed
147
Calls
$413M
Puts
$288M
Net Calls
+$125M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
626
Great Lakes Advisors
Illinois
$647K +$20.1K +342 +3%
HFM
627
Harvest Fund Management
China
$640K -$151K -2,575 -19%
BSSFA
628
Baron Silver Stevens Financial Advisors
Florida
$631K +$4.23K +72 +0.7%
VFA
629
Valeo Financial Advisors
Indiana
$630K +$191K +3,253 +43%
DGAM
630
Desjardins Global Asset Management
Quebec, Canada
$630K -$1.48M -25,272 -70%
GWM
631
Geneos Wealth Management
Colorado
$624K -$33.7K -574 -5%
PP
632
Patron Partners
Texas
$622K +$3.58K +61 +0.6%
WAAG
633
Wealth Alliance Advisory Group
Kansas
$619K
DC
634
Davenport & Co
Virginia
$617K +$78.6K +1,340 +15%
FCA
635
FLC Capital Advisors
California
$615K +$39.3K +670 +7%
WAM
636
Werlinich Asset Management
Connecticut
$614K +$614K +10,462 New
CIC
637
Chase Investment Counsel
Virginia
$613K -$322K -5,500 -34%
SAI
638
Systematic Alpha Investments
New Jersey
$608K
MYAM
639
Meiji Yasuda Asset Management
Japan
$605K +$107K +1,820 +21%
SIA
640
Schechter Investment Advisors
Michigan
$603K -$50.5K -861 -8%
RIG
641
Ramiah Investment Group
Wisconsin
$601K -$215K -3,660 -26%
CC
642
Cipher Capital
New York
$600K +$433K +7,384 +260%
SEM
643
Suncoast Equity Management
Florida
$592K +$21.4K +365 +4%
BIA
644
Beacon Investment Advisors
Maryland
$588K
YMRC
645
Yorktown Management & Research Company
Virginia
$581K
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$658K -11,207 -53%
CIP
647
Chartwell Investment Partners
Pennsylvania
$572K -$23.5K -400 -4%
BFG
648
Bleakley Financial Group
New Jersey
$572K -$93.1K -1,586 -14%
SS
649
Simplicity Solutions
Minnesota
$572K -$92.8K -1,581 -14%
TC
650
TownSquare Capital
Utah
$567K +$267K +4,557 +89%