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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 %
VAS
726
Vestmark Advisory Solutions
Massachusetts
$496K +$68.3K +904 +16%
FC
727
Forte Capital
New York
$493K
GAM
728
GEM Asset Management
Michigan
$493K
DIM
729
Delta Investment Management
California
$491K -$111K -1,469 -18%
LT
730
Legacy Trust
Michigan
$490K -$7.64K -101 -2%
HI
731
Human Investing
Oregon
$487K -$135K -1,788 -22%
ST
732
Smithfield Trust
Pennsylvania
$486K +$322K +4,278 +197%
SSWM
733
Sheets Smith Wealth Management
North Carolina
$482K +$482K +6,374 New
SOW
734
State of Wyoming
Wyoming
$474K -$82.7K -1,094 -15%
TA
735
TruWealth Advisors
Louisiana
$472K -$26.9K -356 -5%
Massachusetts Financial Services
736
Massachusetts Financial Services
Massachusetts
$471K -$92.4K -1,222 -16%
EWA
737
Exencial Wealth Advisors
Oklahoma
$471K +$2.95K +39 +0.6%
IWM
738
IHT Wealth Management
Illinois
$460K +$1.59K +21 +0.3%
WANY
739
Wealthspire Advisors (New York)
New York
$458K -$19.7K -260 -4%
FP
740
Foundry Partners
Minnesota
$457K
AMBIA
741
Allen Mooney & Barnes Investment Advisors
Georgia
$455K -$54.8K -725 -11%
CA
742
Cullinan Associates
Kentucky
$454K +$151K +2,000 +50%
PTC
743
Petrus Trust Company
Texas
$453K +$453K +5,992 New
HMS
744
Hanseatic Management Services
New Mexico
$451K +$451K +5,966 New
LGA
745
Lebenthal Global Advisors
New York
$451K +$451K +5,962 New
TCM
746
TD Capital Management
Tennessee
$444K +$407K +5,380 +1,076%
KIG
747
Kennedy Investment Group
New Jersey
$444K -$136K -1,800 -23%
WG
748
Winton Group
United Kingdom
$443K -$98.5K -1,303 -18%
EWM
749
Empirical Wealth Management
Washington
$439K +$831 +11 +0.2%
BWA
750
Bordeaux Wealth Advisors
California
$437K -$151 -2 -0%