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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 %
QPW
676
Quantum Private Wealth
Florida
$605K
AWA
677
Arete Wealth Advisors
Illinois
$603K +$134K +1,733 +29%
KWM
678
Kaydan Wealth Management
Michigan
$603K
BP
679
Ballentine Partners
Massachusetts
$586K +$43.7K +563 +8%
PA
680
Parallel Advisors
California
$584K +$2.33K +30 +0.4%
NAM
681
NTV Asset Management
West Virginia
$582K
TAM
682
Trust Asset Management
Texas
$579K
CI
683
CX Institutional
Indiana
$570K -$33.4K -431 -6%
WB
684
WesBanco Bank
West Virginia
$569K -$38.8K -500 -6%
CMS
685
Capital Market Strategies
Florida
$568K
RGC
686
Roberts, Glore & Co
Illinois
$565K +$9.69K +125 +2%
SIG
687
Stonegate Investment Group
Alabama
$561K -$544K -7,010 -49%
HCM
688
Howland Capital Management
Massachusetts
$554K +$554K +7,150 New
QAM
689
Q3 Asset Management
Michigan
$552K +$552K +7,129 New
TW
690
Transform Wealth
Colorado
$551K -$291K -3,752 -35%
Loomis, Sayles & Company
691
Loomis, Sayles & Company
Massachusetts
$550K +$272K +3,499 +98%
HCA
692
Harbor Capital Advisors
Illinois
$549K +$2.33K +30 +0.4%
JCIA
693
Jackson Creek Investment Advisors
Colorado
$542K -$11.9K -153 -2%
GL
694
Gerber LLC
Ohio
$533K
FFA
695
Farther Finance Advisors
California
$532K +$201K +2,598 +61%
XSC
696
X-Square Capital
Puerto Rico
$528K +$78.5K +1,012 +17%
FCG
697
Fielder Capital Group
Tennessee
$527K -$1.71K -22 -0.3%
FTWA
698
Fifth Third Wealth Advisors
Ohio
$522K +$39K +503 +8%
ACIM
699
Azimuth Capital Investment Management
Michigan
$520K -$15.5K -200 -3%
FCH
700
Freestone Capital Holdings
Washington
$517K +$2.17K +28 +0.4%