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Fortinet

1,060 hedge funds and large institutions have $30.5B invested in Fortinet in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 429 increasing their positions, 382 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-40
Holders Change %
-3.64%
% of All Funds
15.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
104
Increased
429
Reduced
382
Closed
129
Calls
$396M
Puts
$447M
Net Calls
-$51M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
826
Washington Trust
Rhode Island
$231K
RSA
827
River Street Advisors
Illinois
$229K
RWB
828
RMR Wealth Builders
New Jersey
$226K -$29.5K -490 -12%
GCM
829
Gallacher Capital Management
Colorado
$226K +$226K +3,752 New
AFT
830
Alpha Family Trust
California
$226K +$226K +3,745 New
TC
831
Truvestments Capital
Florida
$225K +$39K +647 +21%
JSW
832
Journey Strategic Wealth
New Jersey
$223K +$28.7K +477 +15%
CIA
833
Choate Investment Advisors
Massachusetts
$222K -$8.56K -142 -4%
IBOK
834
Independence Bank of Kentucky
Kentucky
$222K -$115K -1,915 -34%
PTC
835
Philadelphia Trust Company
Pennsylvania
$220K
OIA
836
OneDigital Investment Advisors
Kansas
$219K +$22.4K +372 +11%
TWA
837
Tandem Wealth Advisors
Arizona
$218K
CTC
838
Central Trust Company
Missouri
$218K +$57K +945 +35%
RWM
839
Ritholtz Wealth Management
New York
$216K -$603 -10 -0.3%
Loomis, Sayles & Company
840
Loomis, Sayles & Company
Massachusetts
$216K
CCA
841
Checchi Capital Advisers
California
$216K
AA
842
Axiom Advisory
California
$215K +$215K +3,465 New
PWPS
843
Pinnacle Wealth Planning Services
Ohio
$215K -$784 -13 -0.4%
GL
844
Graypoint LLC
New York
$215K +$31.5K +523 +17%
LWM
845
Lodestone Wealth Management
Washington
$212K +$12.5K +208 +6%
SFC
846
SYM Financial Corp
Indiana
$211K +$211K +3,508 New
WA
847
Waddell & Associates
Tennessee
$211K
CGL
848
Clarius Group LLC
Washington
$211K -$11.9K -198 -5%
IAS
849
Insigneo Advisory Services
Florida
$211K +$30.5K +550 +17%
JWS
850
Juncture Wealth Strategies
Arizona
$211K -$602K -9,987 -74%