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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 %
HWA
826
Heritage Wealth Advisors
Virginia
$219K
WWM
827
Whalen Wealth Management
Nevada
$219K +$219K +3,744 New
FCA
828
Fortis Capital Advisors
Kansas
$219K +$219K +3,741 New
TWA
829
Tandem Wealth Advisors
Arizona
$217K
FIM
830
Freedom Investment Management
Connecticut
$216K -$516K -8,817 -71%
LAM
831
Lifestyle Asset Management
Texas
$215K +$10K +171 +5%
FB
832
Fulton Bank
Pennsylvania
$215K -$8.78K -150 -4%
PTC
833
Philadelphia Trust Company
Pennsylvania
$214K
CRI
834
Colonial River Investments
Virginia
$213K +$7.78K +133 +4%
SYBT
835
Stock Yards Bank & Trust
Kentucky
$212K -$35.1K -600 -14%
CCA
836
Checchi Capital Advisers
California
$211K -$2.69K -46 -1%
AP
837
AtonRa Partners
Switzerland
$211K -$33.2K -567 -14%
BIG
838
Brooklyn Investment Group
New York
$211K +$211K +3,601 New
PWPS
839
Pinnacle Wealth Planning Services
Ohio
$209K -$878 -15 -0.4%
Members Trust
840
Members Trust
Florida
$206K
BL
841
Balentine LLC
Georgia
$206K +$206K +3,523 New
WA
842
Waddell & Associates
Tennessee
$205K
CWP
843
CFM Wealth Partners
Texas
$203K
PA
844
Pinnacle Associates
New York
$201K -$133K -2,276 -40%
CM
845
Columbus Macro
Pennsylvania
$201K +$201K +3,325 New
RIA
846
Realta Investment Advisors
Delaware
$200K +$12.7K +217 +7%
AGM
847
Alpine Global Management
New York
$200K +$200K +3,419 New
PGFC
848
Peapack-Gladstone Financial Corp
New Jersey
$200K +$200K +3,410 New
SIM
849
Sentry Investment Management
Wisconsin
$199K -$21.4K -365 -10%
SOS
850
Silver Oak Securities
Tennessee
$196K +$184K +3,151 +1,591%