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Fortinet

1,051 hedge funds and large institutions have $29.4B invested in Fortinet in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 338 increasing their positions, 445 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
15.41%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.19%
New
151
Increased
338
Reduced
445
Closed
147
Calls
$494M
Puts
$370M
Net Calls
+$124M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
626
KeyBank National Association
Ohio
$555K +$162K +2,774 +41%
CIG
627
Cascade Investment Group
Colorado
$549K
DC
628
Davenport & Co
Virginia
$544K -$71.2K -1,216 -12%
WHG
629
Westwood Holdings Group
Texas
$542K
FCH
630
Freestone Capital Holdings
Washington
$542K -$17.6K -300 -3%
BRWA
631
B. Riley Wealth Advisors
Florida
$539K -$2.28M -38,990 -81%
AWM
632
Avitas Wealth Management
California
$537K -$1.93K -33 -0.4%
AAS
633
Avantax Advisory Services
Texas
$535K -$2.93K -50 -0.5%
SIA
634
Schechter Investment Advisors
Michigan
$535K -$66.5K -1,136 -11%
LAI
635
Legal Advantage Investments
California
$528K
HI
636
Horizon Investments
North Carolina
$523K +$10K +171 +2%
PS
637
Principal Securities
Iowa
$522K +$522K +8,918 New
RJT
638
Raymond James Trust
Florida
$519K -$285K -4,872 -35%
JWS
639
Juncture Wealth Strategies
Arizona
$515K -$315K -5,376 -38%
GT
640
Greenleaf Trust
Michigan
$514K -$7.02K -120 -1%
NP
641
NorthRock Partners
Minnesota
$514K +$514K +8,778 New
KLCM
642
KG&L Capital Management
Louisiana
$510K +$255K +4,349 +100%
GSC
643
G&S Capital
Colorado
$510K -$12K -205 -2%
GI
644
GAMMA Investing
California
$508K +$508K +7,883 New
GT
645
Glenview Trust
Kentucky
$502K +$78K +1,332 +18%
MWM
646
Meridian Wealth Management
Kentucky
$502K -$25.1K -429 -5%
TA
647
TKG Advisors
Indiana
$500K -$10.8K -185 -2%
VFA
648
Valeo Financial Advisors
Indiana
$499K -$130K -2,213 -21%
IB
649
Iyo Bank
Japan
$498K +$498K +8,500 New
Lido Advisors
650
Lido Advisors
California
$495K -$175K -2,983 -26%