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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 %
CCWM
751
Cassaday & Co Wealth Management
Virginia
$431K -$37.8K -500 -8%
PCP
752
Proficio Capital Partners
Massachusetts
$431K +$8.77K +116 +2%
CCIA
753
Campbell & Co Investment Adviser
Maryland
$425K +$425K +5,628 New
SFI
754
Siemens Fonds Invest
Germany
$422K
FA
755
FDx Advisors
Illinois
$421K +$421K +5,574 New
AP
756
AtonRa Partners
Switzerland
$414K -$37.9K -501 -8%
ACI
757
Alpha Cubed Investments
California
$413K +$152K +2,006 +58%
CMI
758
Clare Market Investments
Texas
$413K -$197K -2,601 -32%
RWPA
759
Richard W. Paul & Associates
Michigan
$404K +$404K +5,340 New
MG
760
Mather Group
Illinois
$403K +$403K +5,325 New
RWB
761
RMR Wealth Builders
New Jersey
$402K +$74.5K +985 +23%
UH
762
Unigestion Holding
Switzerland
$400K -$84.3K -1,122 -17%
EW
763
Evoke Wealth
California
$400K +$35.8K +474 +10%
II
764
Inspire Investing
Idaho
$394K -$33.1K -438 -8%
MA
765
MONECO Advisors
Connecticut
$393K -$30.2K -400 -7%
LA
766
LBP AM
France
$391K -$1.02M -13,463 -72%
BCA
767
Bay Colony Advisors
Massachusetts
$391K +$134K +1,774 +52%
TC
768
TownSquare Capital
Utah
$386K +$99.5K +1,316 +35%
IGWM
769
ICA Group Wealth Management
Colorado
$383K +$98.3K +1,301 +35%
AWA
770
Arete Wealth Advisors
Illinois
$382K +$382K +5,059 New
CI
771
CX Institutional
Indiana
$382K +$42.6K +563 +13%
BSW
772
Buckingham Strategic Wealth
Missouri
$378K +$32.7K +432 +9%
GC
773
Garde Capital
Washington
$378K
RWS
774
Resolute Wealth Strategies
Mississippi
$378K
HWA
775
HHM Wealth Advisors
Tennessee
$378K