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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 %
CM
651
Crestline Management
Texas
$672K +$672K +8,666 New
BFG
652
Bleakley Financial Group
New Jersey
$672K +$30.9K +399 +5%
HI
653
Horizon Investments
North Carolina
$668K -$892K -11,498 -57%
TA
654
TruWealth Advisors
Louisiana
$665K +$37.8K +487 +6%
VT
655
Vise Technologies
New York
$665K +$58.8K +758 +10%
PFWA
656
Paces Ferry Wealth Advisors
Georgia
$663K +$1.63K +21 +0.2%
QIM
657
Quantitative Investment Management
Virginia
$662K +$662K +8,549 New
NWAG
658
Net Worth Advisory Group
Utah
$660K +$660K +8,509 New
DF
659
Donoghue Forlines
Massachusetts
$649K -$233 -3 -0%
MWM
660
Meridian Wealth Management
Kentucky
$647K +$647K +8,338 New
FFM
661
Forum Financial Management
Illinois
$646K +$60.7K +783 +10%
LAM
662
L2 Asset Management
Massachusetts
$642K -$676K -8,721 -51%
SBIA
663
Sheaff Brock Investment Advisors
Indiana
$638K -$2.39M -30,876 -79%
AAIS
664
ABN AMRO Investment Solutions
$635K -$156K -2,014 -20%
AFG
665
Atomi Financial Group
New York
$633K -$5.89K -76 -0.9%
AWM
666
Atticus Wealth Management
Florida
$631K
SIC
667
Salem Investment Counselors
North Carolina
$630K -$1.24K -16 -0.2%
SPC
668
Sigma Planning Corp
Michigan
$623K +$101K +1,306 +19%
MCM
669
Mainstay Capital Management
Michigan
$622K -$227K -2,929 -27%
CA
670
CoreCap Advisors
Michigan
$622K +$622K +8,018 New
RL
671
Retireful LLC
Michigan
$620K +$620K +7,991 New
USCWA
672
U.S. Capital Wealth Advisors
Texas
$617K +$78 +1 +0%
AAB
673
ABN AMRO Bank
Netherlands
$615K +$13.7K +179 +2%
PPW
674
Parcion Private Wealth
Washington
$611K +$15.5K +200 +3%
GLA
675
Great Lakes Advisors
Illinois
$610K -$106K -1,371 -15%