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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 %
FCA
626
FLC Capital Advisors
California
$799K
QI
627
Qtron Investments
Massachusetts
$793K -$263K -3,387 -25%
JWCA
628
J.W. Cole Advisors
Florida
$791K +$395K +5,091 +100%
CFM
629
Catalyst Funds Management
Australia
$791K -$302K -3,900 -28%
KeyBank National Association
630
KeyBank National Association
Ohio
$786K -$233 -3 -0%
CCA
631
Conestoga Capital Advisors
Pennsylvania
$784K -$288K -3,720 -27%
BJL
632
Brighton Jones LLC
Washington
$784K -$103K -1,323 -12%
SG
633
StoneX Group
New York
$781K +$775 +10 +0.1%
BIA
634
Beacon Investment Advisors
Maryland
$777K
PIM
635
Plato Investment Management
Australia
$776K +$533K +6,876 +219%
CUAMC
636
China Universal Asset Management Company
China
$752K +$396K +5,109 +111%
QCG
637
Quadrant Capital Group
Ohio
$745K +$15.7K +203 +2%
WH
638
Willner & Heller
California
$734K +$7.76K +100 +1%
IA
639
Inspire Advisors
Idaho
$733K -$31.1K -401 -4%
WAP
640
Wealthcare Advisory Partners
Pennsylvania
$730K -$26.4K -340 -3%
GT
641
Greenleaf Trust
Michigan
$725K +$21.9K +283 +3%
CIBC Private Wealth Group
642
CIBC Private Wealth Group
Georgia
$719K -$1.17M -15,125 -62%
HFS
643
Hantz Financial Services
Michigan
$719K -$31.8K -410 -4%
EA
644
Enclave Advisors
Texas
$718K +$718K +9,263 New
GT
645
Glenview Trust
Kentucky
$717K +$12.3K +158 +2%
CIG
646
Cascade Investment Group
Colorado
$704K
ZF
647
Zhang Financial
Michigan
$688K +$34.7K +447 +5%
SIA
648
Schechter Investment Advisors
Michigan
$675K +$9K +116 +1%
SSWM
649
Sheets Smith Wealth Management
North Carolina
$675K +$412K +5,313 +157%
BB
650
Bell Bank
North Dakota
$674K +$20.3K +262 +3%