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Fortinet
FTNT

Overview Fund Activity

944 hedge funds and large institutions have $26.1B invested in Fortinet in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 299 increasing their positions, 371 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+62
Holders Change %
+7.03%
% of All Funds
15.23%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.31%
New
157
Increased
299
Reduced
371
Closed
75
Calls
$270M
Puts
$193M
Net Calls
+$76.7M
Net Calls Change
+$66.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$827M
2
Viking Global Investors
Viking Global Investors
Connecticut
$348M
3
AIM
Alphinity Investment Management
Australia
$196M
4
AllianceBernstein
AllianceBernstein
Tennessee
$1.3B
5
Swedbank
Swedbank
Sweden
$155M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$633M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$109M
3
Marshall Wace
Marshall Wace
United Kingdom
$123M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Ameriprise
Ameriprise
Minnesota
$554M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
801
Harvest Fund Management
China
$70K +$26.7K +547 +62%
USCWA
802
U.S. Capital Wealth Advisors
Texas
$66.2K +$66.2K +1,355 New
SWA
803
SOA Wealth Advisors
New York
$64.8K +$978 +20 +2%
AWM
804
Accurate Wealth Management
Florida
$64.2K +$64.2K +1,327 New
FFA
805
Fairfield Financial Advisors
Massachusetts
$61.1K – – –
BTI
806
Blue Trust Inc
Georgia
$61K +$34.9K +716 +134%
HNB
807
Huntington National Bank
Ohio
$54.9K +$9.97K +204 +22%
TFP
808
Tilia Fiduciary Partners
North Carolina
$54K – – –
CWM
809
Compass Wealth Management
Connecticut
$53.5K +$53.5K +1,095 New
GWS
810
Glassman Wealth Services
Virginia
$52.2K +$2.74K +56 +6%
AAG
811
Armstrong Advisory Group
Massachusetts
$48.9K +$48.9K +1,000 New
LS
812
Livforsakringsbolaget Skandia
Sweden
$48.9K – – –
EWA
813
EverSource Wealth Advisors
Alabama
$48.3K -$16.9K -345 -26%
FCA
814
FinTrust Capital Advisors
South Carolina
$45.6K -$24.4K -500 -35%
FFL
815
Financial Freedom LLC
Ohio
$44.5K +$44.5K +910 New
BAAM
816
Baker Avenue Asset Management
California
$44.3K +$44.3K +906 New
PFC
817
Phocas Financial Corp
California
$42.8K +$42.8K +875 New
KIA
818
Kraematon Investment Advisors
Massachusetts
$42.8K +$42.8K +875 New
CASC
819
Coppell Advisory Solutions Corp
Texas
$41.8K +$41.8K +854 New
CAS
820
Coppell Advisory Solutions
Texas
$41.8K +$41.8K +854 New
LC
821
Lindbrook Capital
California
$41.7K +$8.75K +179 +27%
HFM
822
Hartford Financial Management
Connecticut
$41.3K – – –
BCMLT
823
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K – – –
HI
824
Harbour Investments
Wisconsin
$41.1K +$28.8K +590 +236%
QL
825
Quarry LP
New York
$40.6K +$40.6K +830 New
31 32
33
34 35