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Fortinet

882 hedge funds and large institutions have $25B invested in Fortinet in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 310 increasing their positions, 357 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-45
Holders Change %
-4.85%
% of All Funds
15.25%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.35%
New
86
Increased
310
Reduced
357
Closed
115
Calls
$193M
Puts
$183M
Net Calls
+$10M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
651
Exencial Wealth Advisors
Oklahoma
$303K -$2.5K -51 -0.8%
TA
652
TruWealth Advisors
Louisiana
$300K +$300K +6,116 New
CI
653
Conning Inc
Connecticut
$296K -$12.3K -250 -4%
DG
654
DMC Group
Alabama
$296K +$13.2K +260 +5%
CCI
655
Credit Capital Investments
New Jersey
$295K -$221K -4,505 -43%
WANY
656
Wealthspire Advisors (New York)
New York
$290K -$31.8K -646 -10%
CG
657
Cutler Group
California
$287K +$250K +5,095 +680%
FHA
658
First Horizon Advisors
Tennessee
$286K -$37.7K -767 -12%
KeyBank National Association
659
KeyBank National Association
Ohio
$286K -$10.2K -207 -3%
PFS
660
Prospera Financial Services
Texas
$285K +$38.8K +790 +16%
BWA
661
Bordeaux Wealth Advisors
California
$284K +$284K +5,775 New
ISWM
662
Independent Solutions Wealth Management
New York
$280K -$69K -1,405 -20%
GCP
663
GSA Capital Partners
United Kingdom
$278K +$92.5K +1,881 +50%
DF
664
Donoghue Forlines
Massachusetts
$277K -$592K -12,037 -68%
TSS
665
Two Sigma Securities
New York
$275K +$275K +5,605 New
BL
666
Balentine LLC
Georgia
$274K -$320K -6,521 -54%
RWB
667
RMR Wealth Builders
New Jersey
$274K +$23.8K +485 +10%
JG
668
Jefferies Group
New York
$273K +$273K +5,559 New
FNBOSM
669
First National Bank of South Miami
Florida
$270K -$3.09K -63 -1%
PSP
670
Principal Street Partners
Tennessee
$268K +$25.9K +528 +11%
OWA
671
One Wealth Advisors
California
$266K +$266K +5,416 New
OIA
672
OneDigital Investment Advisors
Kansas
$264K -$1.29M -26,200 -83%
PCP
673
Proficio Capital Partners
Massachusetts
$261K -$14.5K -295 -5%
BO
674
BRR OpCo
Ohio
$261K
SS
675
Simplicity Solutions
Minnesota
$255K -$5.26K -107 -2%