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Fortinet
FTNT

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$389M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$197M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$184M
4
Morgan Stanley
Morgan Stanley
New York
+$119M
5
Millennium Management
Millennium Management
New York
+$111M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$572M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$316M
3
AIM
Alphinity Investment Management
Australia
-$151M
4
A
AustralianSuper
Australia
-$144M
5
Marshall Wace
Marshall Wace
United Kingdom
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
701
Forum Financial Management
Illinois
$567K – – –
VFA
702
Valeo Financial Advisors
Indiana
$566K -$106K -1,405 -16%
TAM
703
Trust Asset Management
Texas
$564K – – –
KCM
704
Kornitzer Capital Management
Kansas
$559K – – –
PFS
705
Prospera Financial Services
Texas
$556K -$4.49M -59,353 -89%
USCWA
706
U.S. Capital Wealth Advisors
Texas
$553K +$553K +7,319 New
CA
707
CoreCap Advisors
Michigan
$553K +$553K +7,316 New
DF
708
Donoghue Forlines
Massachusetts
$553K +$163K +2,157 +42%
MLA
709
My Legacy Advisors
Oregon
$548K +$7.04K +90 +1%
BAM
710
Belpointe Asset Management
Nevada
$534K -$551K -7,287 -51%
BS
711
Bessemer Securities
New York
$533K – – –
JSC
712
Jackson Square Capital
California
$531K +$531K +7,029 New
SWM
713
Silverlake Wealth Management
Vermont
$529K -$24.6K -325 -4%
SGI
714
Summit Global Investments
Utah
$526K +$269K +3,566 +105%
FNBT
715
FineMark National Bank & Trust
Florida
$522K +$195K +2,579 +60%
GA
716
Geller Advisors
New York
$521K +$521K +6,886 New
GVAG
717
Great Valley Advisor Group
Delaware
$520K +$40.8K +540 +9%
BP
718
Ballentine Partners
Massachusetts
$516K +$231K +3,059 +81%
CGL
719
Clarius Group LLC
Washington
$508K +$4.61K +61 +0.9%
FHB
720
First Hawaiian Bank
Hawaii
$507K +$3.55K +47 +0.7%
CMS
721
Capital Market Strategies
Florida
$506K +$506K +6,693 New
SFA
722
Sequoia Financial Advisors
Ohio
$505K +$12.8K +169 +3%
CICI
723
Capital Investment Counsel Inc
North Carolina
$504K +$13K +172 +3%
UCFA
724
United Capital Financial Advisors
Texas
$499K -$123K -1,631 -20%
AC
725
Avestar Capital
New York
$498K +$498K +6,582 New
27 28
29
30 31