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Fortinet

882 hedge funds and large institutions have $25B invested in Fortinet in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 310 increasing their positions, 357 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-45
Holders Change %
-4.85%
% of All Funds
15.25%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.35%
New
86
Increased
310
Reduced
357
Closed
115
Calls
$193M
Puts
$183M
Net Calls
+$10M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
701
Summit Financial
New Jersey
$225K +$225K +4,586 New
EW
702
Evoke Wealth
California
$221K -$2.71K -55 -1%
SIM
703
Sentry Investment Management
Wisconsin
$221K
IB
704
Intrust Bank
Kansas
$218K -$25.9K -528 -11%
IGWM
705
ICA Group Wealth Management
Colorado
$216K
IAIM
706
International Assets Investment Management
Florida
$213K +$12.9K +261 +6%
ACS
707
Archford Capital Strategies
Illinois
$213K +$213K +4,332 New
VA
708
Valmark Advisers
Ohio
$211K -$23.1K -470 -10%
PPW
709
Parcion Private Wealth
Washington
$211K
WFA
710
Wipfli Financial Advisors
Wisconsin
$210K +$210K +4,278 New
MSR
711
Main Street Research
Connecticut
$207K +$207K +4,210 New
VWM
712
Valley Wealth Managers
New Jersey
$206K +$736 +15 +0.4%
SL
713
Stevard LLC
Illinois
$205K +$205K +4,170 New
PA
714
PFG Advisors
Arizona
$205K +$205K +4,180 New
FCH
715
Freestone Capital Holdings
Washington
$204K -$58.6K -1,193 -22%
ESB
716
Essex Savings Bank
Connecticut
$203K
CMBA
717
C.M. Bidwell & Associates
Hawaii
$203K +$192K +3,915 +1,740%
JIP
718
Jaffetilchin Investment Partners
Florida
$202K -$17.9K -365 -8%
PCM
719
Penserra Capital Management
California
$189K +$4.89K +100 +3%
WT
720
Washington Trust
Rhode Island
$188K -$3.2K -65 -2%
HWA
721
Heritage Wealth Advisors
Virginia
$184K
AF
722
Advisornet Financial
Minnesota
$167K -$18.2K -369 -10%
QC
723
Quent Capital
New York
$162K -$6.4K -130 -4%
PMFA
724
Plante Moran Financial Advisors
Michigan
$159K
AWM
725
Accel Wealth Management
Iowa
$158K