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Fortinet

1,059 hedge funds and large institutions have $29.9B invested in Fortinet in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 404 increasing their positions, 409 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-35
Holders Change %
-3.2%
% of All Funds
16.88%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.29%
New
121
Increased
404
Reduced
409
Closed
147
Calls
$413M
Puts
$288M
Net Calls
+$125M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
801
Smithfield Trust
Pennsylvania
$273K -$109K -1,835 -28%
SSB
802
Sandy Spring Bank
Maryland
$271K
IAIM
803
International Assets Investment Management
Florida
$269K +$61.5K +1,057 +30%
SGI
804
Summit Global Investments
Utah
$269K -$140K -2,385 -34%
CAGAS
805
Capital Advisory Group Advisory Services
Minnesota
$268K +$268K +4,565 New
EA
806
Emerald Advisers
Pennsylvania
$266K -$448K -7,639 -63%
RWB
807
RMR Wealth Builders
New Jersey
$265K -$46.9K -799 -15%
UCFA
808
United Capital Financial Advisors
Texas
$264K -$124K -2,105 -32%
ACS
809
Archford Capital Strategies
Illinois
$261K -$2K -34 -0.8%
FF
810
Fluent Financial
Texas
$261K +$45.6K +777 +21%
MWM
811
Mission Wealth Management
California
$259K +$24.2K +413 +10%
VWM
812
Valley Wealth Managers
New Jersey
$258K +$14.1K +241 +6%
CAS
813
CTC Alternative Strategies
Illinois
$258K -$285K -4,850 -52%
KLCM
814
KG&L Capital Management
Louisiana
$256K +$52.1K +888 +26%
OIA
815
OneDigital Investment Advisors
Kansas
$255K +$255K +4,353 New
UCB
816
United Community Bank
South Carolina
$255K +$255K +4,352 New
SC
817
Syon Capital
California
$255K +$255K +4,342 New
ACA
818
Aptus Capital Advisors
Alabama
$254K +$77.8K +1,325 +44%
CFP
819
Catalyst Financial Partners
Massachusetts
$254K +$12.3K +209 +5%
AF
820
Advisornet Financial
Minnesota
$253K +$26.1K +445 +11%
SGA
821
Seaport Global Advisors
Massachusetts
$253K +$12.7K +217 +5%
FP
822
Foundry Partners
Minnesota
$251K -$104K -1,771 -29%
HCM
823
Highview Capital Management
Illinois
$250K
CI
824
CX Institutional
Indiana
$250K -$46.8K -797 -16%
WAP
825
Wealthcare Advisory Partners
Pennsylvania
$249K +$19.8K +337 +9%