FTNT icon

Fortinet
FTNT

Overview Fund Activity

982 hedge funds and large institutions have $34.6B invested in Fortinet in 2023 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 315 increasing their positions, 413 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+38
Holders Change %
+4.03%
% of All Funds
15.72%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.46%
New
143
Increased
315
Reduced
413
Closed
92
Calls
$284M
Puts
$251M
Net Calls
+$33.7M
Net Calls Change
-$43M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$789M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$444M
3
Swedbank
Swedbank
Sweden
$353M
4
Renaissance Technologies
Renaissance Technologies
New York
$414M
5
Holocene Advisors
Holocene Advisors
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$678M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$587M
4
Millennium Management
Millennium Management
New York
$71.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
826
Smithfield Trust
Pennsylvania
$145K – – –
HF
827
Halpern Financial
Virginia
$142K -$49.8K -750 -26%
GWSG
828
GPS Wealth Strategies Group
Colorado
$141K +$141K +2,115 New
CA
829
Crewe Advisors
Utah
$140K -$18.3K -275 -12%
FWM
830
Focused Wealth Management
New York
$140K – – –
C
831
Covestor
United Kingdom
$137K +$20.6K +309 +18%
GTAM
832
Global Trust Asset Management
Florida
$136K +$3.32K +50 +3%
AA
833
Alta Advisers
United Kingdom
$133K – – –
FA
834
Financial Avengers
California
$126K – – –
CTC
835
Central Trust Company
Missouri
$126K – – –
ME
836
McIlrath & Eck
Washington
$126K – – –
MA
837
Montag & Associates
Georgia
$122K -$3.12K -47 -2%
AWM
838
AllSquare Wealth Management
New York
$120K +$120K +1,800 New
LFG
839
Larson Financial Group
Missouri
$119K – – –
FCA
840
Fortis Capital Advisors
Kansas
$115K -$6.65K -100 -5%
EDRH
841
Edmond de Rothschild Holding
Switzerland
$112K +$112K +1,687 New
MC
842
Machina Capital
France
$109K -$230K -3,462 -68%
PTC
843
Private Trust Company
Ohio
$106K -$532 -8 -0.5%
QC
844
Quent Capital
New York
$104K +$996 +15 +1%
LC
845
Lindbrook Capital
California
$88.9K +$32.2K +485 +57%
FFA
846
Fairfield Financial Advisors
Massachusetts
$82.3K – – –
AT
847
Avalon Trust
New Mexico
$74.1K +$74.1K +1,115 New
TFP
848
Tilia Fiduciary Partners
North Carolina
$73.4K – – –
CWM
849
Compass Wealth Management
Connecticut
$72.8K – – –
GWS
850
Glassman Wealth Services
Virginia
$70.8K -$133 -2 -0.2%
32 33
34
35 36