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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 %
CIA
801
Choate Investment Advisors
Massachusetts
$242K +$242K +4,142 New
WPC
802
Wedmont Private Capital
Pennsylvania
$241K +$18.6K +303 +8%
RWM
803
Ritholtz Wealth Management
New York
$240K +$2.46K +42 +1%
MOS
804
MGO One Seven
Ohio
$240K +$18K +307 +8%
ACA
805
Aptus Capital Advisors
Alabama
$238K -$15K -256 -6%
TCM
806
TD Capital Management
Tennessee
$238K -$61.2K -1,046 -20%
RC
807
Rovin Capital
Arizona
$238K +$238K +4,064 New
TFIPS
808
Towarzystwo Funduszy Inwestycyjnych PZU SA
$237K +$237K +4,050 New
CI
809
Conning Inc
Connecticut
$237K +$2.34K +40 +1%
IGWM
810
ICA Group Wealth Management
Colorado
$236K -$60.8K -1,039 -21%
UCB
811
United Community Bank
South Carolina
$235K -$20K -342 -8%
ACI
812
Alpha Cubed Investments
California
$234K -$80.4K -1,373 -26%
PVM
813
Palogic Value Management
Texas
$234K +$234K +4,000 New
VCG
814
Vantage Consulting Group
Virginia
$233K +$33.3K +569 +17%
DDC
815
DF Dent & Co
Maryland
$232K -$1.28M -21,881 -85%
LFP
816
Leeward Financial Partners
Washington
$231K +$231K +3,949 New
DA
817
Dover Advisors
Virginia
$226K +$226K +3,860 New
FMLI
818
Fukoku Mutual Life Insurance
Japan
$225K +$225K +3,846 New
WT
819
Washington Trust
Rhode Island
$224K
RSA
820
River Street Advisors
Illinois
$223K
KIG
821
Kennedy Investment Group
New Jersey
$222K -$86.3K -1,475 -28%
AWM
822
Axxcess Wealth Management
California
$222K +$222K +3,800 New
MLM
823
Mount Lucas Management
Pennsylvania
$220K -$117 -2 -0.1%
PSC
824
Portman Square Capital
United Kingdom
$220K -$986K -16,841 -82%
SSA
825
Schonfeld Strategic Advisors
New York
$220K -$1.33M -22,738 -86%