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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 %
KAS
651
KPP Advisory Services
Kentucky
$491K +$100K +1,716 +26%
PFWA
652
Paces Ferry Wealth Advisors
Georgia
$491K -$644 -11 -0.1%
FRM
653
Fox Run Management
Connecticut
$490K -$33.9K -580 -6%
WH
654
Willner & Heller
California
$489K +$489K +8,362 New
AWM
655
Atticus Wealth Management
Florida
$481K -$2.34K -40 -0.5%
USCWA
656
U.S. Capital Wealth Advisors
Texas
$477K +$8.14K +139 +2%
KWM
657
Kaydan Wealth Management
Michigan
$477K -$29.4K -503 -6%
CC
658
Chicago Capital
Illinois
$477K +$477K +8,148 New
SIC
659
Salem Investment Counselors
North Carolina
$476K
IWC
660
Integrated Wealth Concepts
Massachusetts
$471K -$84.3K -1,440 -15%
ZF
661
Zhang Financial
Michigan
$470K +$2.34K +40 +0.5%
PL
662
Perpetual Ltd
Australia
$468K +$468K +8,004 New
PAS
663
Park Avenue Securities
New York
$468K -$324K -5,540 -41%
MIS
664
Morningstar Investment Services
Illinois
$462K +$237K +3,989 +106%
SS
665
Simplicity Solutions
Minnesota
$462K -$108K -1,852 -19%
BFG
666
Bleakley Financial Group
New Jersey
$462K -$108K -1,852 -19%
MAS
667
Meeder Advisory Services
Ohio
$457K -$73.2K -1,251 -14%
QPW
668
Quantum Private Wealth
Florida
$451K
JCIA
669
Jackson Creek Investment Advisors
Colorado
$448K -$15.2K -259 -3%
AWA
670
Arete Wealth Advisors
Illinois
$443K +$19.5K +333 +5%
HIM
671
Hillsdale Investment Management
Ontario, Canada
$439K -$58.5K -1,000 -12%
NAM
672
NTV Asset Management
West Virginia
$439K
FFM
673
Forum Financial Management
Illinois
$439K
TAM
674
Trust Asset Management
Texas
$437K
STA
675
Summit Trail Advisors
New York
$433K +$8.14K +139 +2%