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Fortinet

1,094 hedge funds and large institutions have $39.4B invested in Fortinet in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 389 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+112
Holders Change %
+11.41%
% of All Funds
17.25%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
182
Increased
389
Reduced
373
Closed
62
Calls
$348M
Puts
$262M
Net Calls
+$85.8M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FMAEN1
676
Fund Management at Engine No 1
California
$641K +$46.9K +620 +8%
PFWA
677
Paces Ferry Wealth Advisors
Georgia
$639K +$4.76K +63 +0.8%
LAI
678
Legal Advantage Investments
California
$637K +$56.7K +750 +10%
SYBT
679
Stock Yards Bank & Trust
Kentucky
$635K -$22.7K -300 -3%
NAM
680
NorthCrest Asset Manangement
Minnesota
$632K
AWM
681
Atticus Wealth Management
Florida
$631K
JCIA
682
Jackson Creek Investment Advisors
Colorado
$631K -$166K -2,200 -21%
DOA
683
D'Orazio & Associates
Virginia
$624K +$54.6K +722 +10%
KPWS
684
Kestra Private Wealth Services
Texas
$616K -$53.7K -711 -8%
ECM
685
Evergreen Capital Management
Washington
$613K +$31.1K +411 +5%
WB
686
WesBanco Bank
West Virginia
$601K +$15.1K +200 +3%
CI
687
Cigna Investments
Connecticut
$600K +$1.13K +15 +0.2%
RFC
688
Regions Financial Corp
Alabama
$598K +$71.1K +941 +14%
AWM
689
Avitas Wealth Management
California
$596K -$8.09K -107 -1%
WEG
690
World Equity Group
Illinois
$590K +$590K +7,800 New
TCA
691
Trifecta Capital Advisors
Illinois
$589K -$77.8K -1,029 -12%
UB
692
UMB Bank
Missouri
$583K +$50.6K +669 +9%
AT
693
American Trust
Kentucky
$579K -$29.3K -388 -5%
FFP
694
FourThought Financial Partners
Florida
$579K +$16.7K +221 +3%
ZF
695
Zhang Financial
Michigan
$579K -$1.72K -22 -0.3%
SIC
696
Salem Investment Counselors
North Carolina
$574K +$64.3K +850 +13%
RC
697
Rovin Capital
Arizona
$574K -$64.7K -856 -10%
PCM
698
Penserra Capital Management
California
$572K -$3.6M -47,808 -86%
GIA
699
Gladstone Institutional Advisory
Florida
$568K -$831 -11 -0.1%
NAM
700
NTV Asset Management
West Virginia
$567K