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Fortinet
FTNT

Overview Fund Activity

982 hedge funds and large institutions have $34.6B invested in Fortinet in 2023 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 315 increasing their positions, 413 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+38
Holders Change %
+4.03%
% of All Funds
15.72%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.46%
New
143
Increased
315
Reduced
413
Closed
92
Calls
$284M
Puts
$251M
Net Calls
+$33.7M
Net Calls Change
-$43M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$316M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$162M
3
Swedbank
Swedbank
Sweden
+$143M
4
Renaissance Technologies
Renaissance Technologies
New York
+$130M
5
Holocene Advisors
Holocene Advisors
New York
+$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$446M
2
AWA
Arete Wealth Advisors
Illinois
-$352M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$273M
4
Millennium Management
Millennium Management
New York
-$186M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
751
Waterloo Capital
Texas
$265K +$265K +3,980 New
FCH
752
Freestone Capital Holdings
Washington
$264K +$264K +3,975 New
IAIM
753
International Assets Investment Management
Florida
$264K -$77K -1,158 -23%
EAM
754
Evanson Asset Management
California
$260K +$260K +3,910 New
AF
755
Advisornet Financial
Minnesota
$259K -$5.38K -81 -2%
CMBA
756
C.M. Bidwell & Associates
Hawaii
$257K -$94.2K -1,418 -27%
KIG
757
Kowal Investment Group
Wisconsin
$256K +$256K +3,854 New
AFM
758
Andesa Financial Management
Pennsylvania
$255K +$255K +825 New
CFP
759
Catalyst Financial Partners
Massachusetts
$255K +$255K +3,835 New
FB
760
Fulton Bank
Pennsylvania
$255K -$218K -3,284 -46%
WT
761
Washington Trust
Rhode Island
$254K – – –
FLPIM
762
F.L. Putnam Investment Management
Massachusetts
$254K +$254K +3,823 New
RWM
763
Ritholtz Wealth Management
New York
$253K -$139K -2,085 -35%
RSA
764
River Street Advisors
Illinois
$253K +$253K +3,805 New
TC
765
TownSquare Capital
Utah
$252K +$252K +3,789 New
BP
766
Ballentine Partners
Massachusetts
$250K +$250K +3,768 New
IGWM
767
ICA Group Wealth Management
Colorado
$250K -$58.9K -886 -19%
MG
768
Meritage Group
California
$250K -$54.6K -823 -18%
HWA
769
Heritage Wealth Advisors
Virginia
$249K – – –
QPW
770
Quantum Private Wealth
Florida
$246K +$246K +3,705 New
SC
771
Savant Capital
Illinois
$245K +$245K +3,687 New
CRI
772
Colonial River Investments
Virginia
$245K +$245K +3,683 New
PTC
773
Philadelphia Trust Company
Pennsylvania
$243K +$243K +3,650 New
FFN
774
Focus Financial Network
Minnesota
$240K +$240K +3,610 New
JIP
775
Jaffetilchin Investment Partners
Florida
$240K +$240K +3,610 New
29 30
31
32 33