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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 %
QCG
651
Quadrant Capital Group
Ohio
$563K -$6.57K -112 -1%
RCM
652
Radnor Capital Management
Pennsylvania
$563K
CA
653
CoreCap Advisors
Michigan
$563K +$134K +2,277 +31%
Fisher Asset Management
654
Fisher Asset Management
Washington
$563K -$31.6K -538 -5%
MG
655
Mather Group
Illinois
$561K +$249K +4,237 +80%
FCH
656
Freestone Capital Holdings
Washington
$561K +$328K +5,586 +141%
VEA
657
Virtus ETF Advisers
New York
$561K +$561K +9,556 New
IWC
658
Integrated Wealth Concepts
Massachusetts
$557K -$17.3K -295 -3%
JF
659
Jump Financial
Illinois
$552K -$2.18M -37,194 -80%
CIG
660
Cascade Investment Group
Colorado
$550K
MNBTD
661
Moody National Bank Trust Division
Texas
$545K -$8.69K -148 -2%
WHG
662
Westwood Holdings Group
Texas
$544K -$7.87K -134 -1%
AWM
663
Avitas Wealth Management
California
$540K +$78.1K +1,331 +17%
AAS
664
Avantax Advisory Services
Texas
$539K -$584K -9,947 -52%
CIBC Private Wealth Group
665
CIBC Private Wealth Group
Georgia
$537K +$537K +9,154 New
MAS
666
Meeder Advisory Services
Ohio
$532K -$141K -2,401 -21%
LAI
667
Legal Advantage Investments
California
$530K +$35.2K +600 +7%
MWM
668
Meridian Wealth Management
Kentucky
$528K -$645 -11 -0.1%
FRM
669
Fox Run Management
Connecticut
$526K +$526K +8,960 New
MYLI
670
Meiji Yasuda Life Insurance
Japan
$525K +$246K +4,190 +88%
GSC
671
G&S Capital
Colorado
$523K -$10.9K -186 -2%
CMI
672
Clare Market Investments
Texas
$523K +$203K +3,461 +63%
GT
673
Greenleaf Trust
Michigan
$522K -$34K -580 -6%
HI
674
Horizon Investments
North Carolina
$514K -$31.7K -540 -6%
CI Investments Inc
675
CI Investments Inc
Ontario, Canada
$513K -$30.6K -521 -6%