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Fortinet

1,051 hedge funds and large institutions have $29.4B invested in Fortinet in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 338 increasing their positions, 445 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
15.41%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.19%
New
151
Increased
338
Reduced
445
Closed
147
Calls
$494M
Puts
$370M
Net Calls
+$124M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
PE
776
Point72 Europe
United Kingdom
$265K +$265K +4,529 New
BTI
777
Blue Trust Inc
Georgia
$265K +$174K +2,963 +192%
WIM
778
Waverton Investment Management
United Kingdom
$263K +$263K +4,500 New
MCC
779
Malaga Cove Capital
California
$263K +$263K +4,487 New
FAIM
780
Financial Advocates Investment Management
Washington
$261K +$261K +4,454 New
CWM
781
Connecticut Wealth Management
Connecticut
$261K +$19.9K +340 +8%
MG
782
Mather Group
Illinois
$260K -$299K -5,112 -53%
FFN
783
Focus Financial Network
Minnesota
$260K +$260K +4,446 New
CAGAS
784
Capital Advisory Group Advisory Services
Minnesota
$260K -$7.32K -125 -3%
MWM
785
Mission Wealth Management
California
$259K +$176 +3 +0.1%
PPC
786
Park Place Capital
Alabama
$257K -$17.1K -293 -6%
AF
787
Advisornet Financial
Minnesota
$255K +$2.52K +43 +1%
LFG
788
Larson Financial Group
Missouri
$255K +$41.3K +706 +19%
DOA
789
D'Orazio & Associates
Virginia
$255K -$224K -3,832 -47%
CFP
790
Catalyst Financial Partners
Massachusetts
$252K -$761 -13 -0.3%
MTWM
791
Masso Torrence Wealth Management
New Jersey
$252K +$252K +4,298 New
FP
792
Foundry Partners
Minnesota
$250K
CGL
793
Clarius Group LLC
Washington
$250K -$35.1K -599 -12%
HCM
794
Highview Capital Management
Illinois
$250K
EWM
795
Empirical Wealth Management
Washington
$248K -$80.5K -1,376 -25%
MSAM
796
Moloney Securities Asset Management
Missouri
$248K +$248K +4,235 New
SGI
797
Summit Global Investments
Utah
$247K -$21K -359 -8%
EWA
798
EP Wealth Advisors
California
$247K +$247K +4,219 New
WAP
799
Wealthcare Advisory Partners
Pennsylvania
$247K -$1.99K -34 -0.8%
SL
800
Stevard LLC
Illinois
$243K