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Fortinet
FTNT

Overview Fund Activity

1,100 hedge funds and large institutions have $33.8B invested in Fortinet in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 393 increasing their positions, 400 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
164
Increased
393
Reduced
400
Closed
101
Calls
$455M
Puts
$498M
Net Calls
-$42.5M
Net Calls Change
-$166M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.09B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$187M
3
Barclays
Barclays
United Kingdom
+$169M
4
SP
Sarasin & Partners
United Kingdom
+$121M
5
Bessemer Group
Bessemer Group
New Jersey
+$114M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$839M
2
Morgan Stanley
Morgan Stanley
New York
-$507M
3
Swedbank
Swedbank
Sweden
-$462M
4
Norges Bank
Norges Bank
Norway
-$207M
5
Two Sigma Investments
Two Sigma Investments
New York
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
726
GEM Asset Management
Michigan
$422K – – –
EAM
727
Empirical Asset Management
Massachusetts
$421K +$421K +8,902 New
TC
728
Trilogy Capital
California
$415K +$415K +6,071 New
EWM
729
Empirical Wealth Management
Washington
$414K +$125K +1,825 +43%
SF
730
Symphony Financial
Texas
$409K -$11.1K -163 -3%
LFGH
731
Lee Financial Group Hawaii
Hawaii
$404K -$100K -1,465 -20%
Balyasny Asset Management
732
Balyasny Asset Management
Illinois
$402K -$2.9M -42,471 -88%
RAM
733
Ramirez Asset Management
New York
$402K – – –
PCS
734
Personal CFO Solutions
New Jersey
$402K -$36.5K -534 -8%
JIP
735
Jaffetilchin Investment Partners
Florida
$397K +$397K +5,815 New
DIM
736
Delta Investment Management
California
$397K – – –
UB
737
UMB Bank
Missouri
$394K -$27.8K -407 -7%
MWM
738
Mission Wealth Management
California
$393K +$90.8K +1,329 +30%
SI
739
Stephens Inc
Arkansas
$393K -$9.29K -136 -2%
PCP
740
Proficio Capital Partners
Massachusetts
$391K +$5.53K +81 +1%
AF
741
Allworth Financial
California
$391K +$212K +3,099 +118%
CICI
742
Capital Investment Counsel Inc
North Carolina
$387K – – –
XSC
743
X-Square Capital
Puerto Rico
$384K -$530K -7,758 -58%
BWA
744
Bordeaux Wealth Advisors
California
$383K +$5.53K +81 +1%
IBOK
745
Independence Bank of Kentucky
Kentucky
$382K – – –
VWM
746
Valley Wealth Managers
New Jersey
$382K +$59.5K +871 +18%
GVAG
747
Great Valley Advisor Group
Delaware
$379K +$2.53K +37 +0.7%
LSAG
748
Lake Street Advisors Group
New Hampshire
$369K +$14.4K +211 +4%
RCAG
749
Rehmann Capital Advisory Group
Michigan
$368K -$72.5K -1,061 -16%
BSW
750
Buckingham Strategic Wealth
Missouri
$367K -$131K -1,920 -26%
28 29
30
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