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Fortinet

1,111 hedge funds and large institutions have $38.3B invested in Fortinet in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 433 increasing their positions, 383 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+51
Holders Change %
+4.81%
% of All Funds
16.07%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.3%
New
156
Increased
433
Reduced
383
Closed
94
Calls
$615M
Puts
$782M
Net Calls
-$167M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
726
Carmignac Gestion
France
$462K
KWA
727
Kingswood Wealth Advisors
California
$460K +$460K +5,937 New
BWA
728
Bordeaux Wealth Advisors
California
$456K +$19.2K +247 +4%
AWM
729
Ariadne Wealth Management
California
$450K +$450K +5,378 New
MSFS
730
Main Street Financial Solutions
Pennsylvania
$448K +$32.6K +420 +8%
GWM
731
GDS Wealth Management
Texas
$444K +$444K +5,725 New
SCA
732
Snowden Capital Advisors
New York
$443K -$1.24K -16 -0.3%
LS
733
Livforsakringsbolaget Skandia
Sweden
$443K +$357K +4,600 +414%
CICI
734
Capital Investment Counsel Inc
North Carolina
$440K
OR
735
Olympiad Research
Connecticut
$440K +$440K +5,672 New
CWP
736
Curated Wealth Partners
California
$439K +$10K +129 +2%
ALAM
737
Asahi Life Asset Management
Japan
$438K +$438K +5,650 New
CCG
738
Ceeto Capital Group
Florida
$438K +$7.75K +100 +2%
HWA
739
HHM Wealth Advisors
Tennessee
$434K +$16.8K +217 +4%
DIM
740
Delta Investment Management
California
$430K -$7.91K -102 -2%
AF
741
Allworth Financial
California
$427K +$7.99K +103 +2%
CG
742
Cynosure Group
Utah
$425K -$100K -1,290 -19%
BC
743
Bridgefront Capital
Texas
$425K +$425K +5,479 New
SC
744
Syon Capital
California
$423K +$8.22K +106 +2%
ACS
745
Archford Capital Strategies
Illinois
$423K -$9.77K -118 -2%
EWM
746
Empirical Wealth Management
Washington
$422K +$388 +5 +0.1%
WPC
747
Wedmont Private Capital
Pennsylvania
$419K +$81K +1,045 +24%
MIS
748
Morningstar Investment Services
Illinois
$416K +$33.3K +430 +9%
MFS
749
Mattson Financial Services
Michigan
$413K -$5.3K -88 -1%
SA
750
SpiderRock Advisors
Delaware
$411K -$1.02M -13,215 -71%