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Fortinet
FTNT

Overview Fund Activity

944 hedge funds and large institutions have $26.1B invested in Fortinet in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 299 increasing their positions, 371 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+62
Holders Change %
+7.03%
% of All Funds
15.23%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.31%
New
157
Increased
299
Reduced
371
Closed
75
Calls
$270M
Puts
$193M
Net Calls
+$76.7M
Net Calls Change
+$66.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$434M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$348M
3
AIM
Alphinity Investment Management
Australia
+$196M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$170M
5
Swedbank
Swedbank
Sweden
+$125M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$131M
3
Marshall Wace
Marshall Wace
United Kingdom
-$115M
4
Holocene Advisors
Holocene Advisors
New York
-$115M
5
Ameriprise
Ameriprise
Minnesota
-$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
701
Bordeaux Wealth Advisors
California
$282K – – –
PCP
702
Proficio Capital Partners
Massachusetts
$282K +$20.7K +421 +8%
VAS
703
Vestmark Advisory Solutions
Massachusetts
$281K -$34.2K -700 -11%
IWC
704
Integrated Wealth Concepts
Massachusetts
$280K -$30K -615 -10%
SFI
705
Siemens Fonds Invest
Germany
$280K -$59.9K -1,225 -18%
CA
706
Cullinan Associates
Kentucky
$275K +$275K +5,625 New
DWP
707
Daymark Wealth Partners
Ohio
$275K +$275K +5,618 New
SFA
708
Sequoia Financial Advisors
Ohio
$274K +$274K +5,613 New
RWB
709
RMR Wealth Builders
New Jersey
$273K – – –
WAS
710
WESPAC Advisors SoCal
California
$270K -$24.6K -503 -8%
PCS
711
Personal CFO Solutions
New Jersey
$263K +$263K +5,384 New
SS
712
Simplicity Solutions
Minnesota
$261K +$7.14K +146 +3%
CMBA
713
C.M. Bidwell & Associates
Hawaii
$258K +$55.7K +1,140 +28%
FNBOSM
714
First National Bank of South Miami
Florida
$258K -$10.2K -210 -4%
SM
715
STF Management
Texas
$255K +$255K +5,214 New
PPC
716
Park Place Capital
Alabama
$251K +$251K +5,137 New
MCC
717
Money Concepts Capital
Florida
$251K +$18.3K +375 +8%
IAIM
718
International Assets Investment Management
Florida
$251K +$39K +798 +18%
MC
719
Machina Capital
France
$249K +$249K +5,100 New
CWM
720
Connecticut Wealth Management
Connecticut
$248K +$21.3K +435 +9%
CAGAS
721
Capital Advisory Group Advisory Services
Minnesota
$247K – – –
HWA
722
HHM Wealth Advisors
Tennessee
$244K – – –
IAG
723
Investment Advisory Group
Massachusetts
$244K – – –
MA
724
MONECO Advisors
Connecticut
$238K -$5.82K -119 -2%
IAM
725
Innovis Asset Management
Illinois
$238K +$238K +4,875 New
27 28
29
30 31