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Fortinet
FTNT

Overview Fund Activity

1,100 hedge funds and large institutions have $33.8B invested in Fortinet in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 393 increasing their positions, 400 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
15.95%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
164
Increased
393
Reduced
400
Closed
101
Calls
$455M
Puts
$498M
Net Calls
-$42.5M
Net Calls Change
-$166M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.09B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$187M
3
Barclays
Barclays
United Kingdom
+$169M
4
SP
Sarasin & Partners
United Kingdom
+$121M
5
Bessemer Group
Bessemer Group
New Jersey
+$114M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$839M
2
Morgan Stanley
Morgan Stanley
New York
-$507M
3
Swedbank
Swedbank
Sweden
-$462M
4
Norges Bank
Norges Bank
Norway
-$207M
5
Two Sigma Investments
Two Sigma Investments
New York
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
826
Clarius Group LLC
Washington
$252K -$39K -571 -13%
CIA
827
Concurrent Investment Advisors
Florida
$250K +$250K +3,657 New
PTC
828
Philadelphia Trust Company
Pennsylvania
$249K – – –
CRI
829
Colonial River Investments
Virginia
$249K -$137 -2 -0.1%
BWP
830
Balboa Wealth Partners
Arizona
$248K +$248K +3,634 New
TWA
831
Tandem Wealth Advisors
Arizona
$248K -$5.81K -85 -2%
RWM
832
Ritholtz Wealth Management
New York
$246K -$34.2K -500 -12%
Loomis, Sayles & Company
833
Loomis, Sayles & Company
Massachusetts
$245K -$118K -1,734 -33%
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$245K +$546 +8 +0.2%
CCA
835
Checchi Capital Advisers
California
$245K -$1.98K -29 -0.8%
OQS
836
Occudo Quantitative Strategies
Florida
$243K +$243K +3,563 New
BIG
837
Brooklyn Investment Group
New York
$242K -$2.17K -32 -0.9%
WA
838
Waddell & Associates
Tennessee
$239K – – –
AAS
839
Ameritas Advisory Services
Nebraska
$238K +$238K +3,592 New
BBHC
840
Brown Brothers Harriman & Co
New York
$238K -$249K -3,645 -51%
CWP
841
CFM Wealth Partners
Texas
$237K – – –
PA
842
Pinnacle Associates
New York
$237K +$1.57K +23 +0.7%
HCM
843
Highview Capital Management
Illinois
$237K -$54.6K -800 -19%
MLM
844
Mount Lucas Management
Pennsylvania
$236K -$21K -308 -8%
SYBT
845
Stock Yards Bank & Trust
Kentucky
$236K -$12.3K -180 -5%
FIM
846
Freedom Investment Management
Connecticut
$235K -$16.1K -236 -6%
IPAM
847
Investment Partners Asset Management
New Jersey
$235K +$235K +3,435 New
GM
848
GeoWealth Management
Illinois
$233K +$233K +3,412 New
OC
849
Opinicus Capital
Florida
$232K +$232K +3,398 New
SIM
850
Sentry Investment Management
Wisconsin
$232K – – –
32 33
34
35 36