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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 %
BBHC
851
Brown Brothers Harriman & Co
New York
$210K
PP
852
PDS Planning
Ohio
$209K +$32.3K +536 +18%
FIM
853
Freedom Investment Management
Connecticut
$208K
IAIM
854
International Assets Investment Management
Florida
$206K -$50.1K -831 -20%
EWM
855
Elevatus Welath Management
New York
$206K +$5.06K +84 +3%
PA
856
Pinnacle Associates
New York
$205K -$3.98K -66 -2%
IC
857
Inscription Capital
Texas
$204K +$204K +3,390 New
SSWM
858
Sheets Smith Wealth Management
North Carolina
$204K +$9.04K +150 +5%
CI Investments Inc
859
CI Investments Inc
Ontario, Canada
$198K -$36.9K -614 -16%
FFA
860
Fairfield Financial Advisors
Massachusetts
$194K +$194K +3,220 New
PMFA
861
Plante Moran Financial Advisors
Michigan
$193K
PIM
862
Plato Investment Management
Australia
$189K
TCA
863
Trifecta Capital Advisors
Illinois
$173K
DSC
864
Duncker Streett & Co
Missouri
$173K
TCOV
865
Trust Company of Vermont
Vermont
$172K -$2.83K -47 -2%
SIM
866
Sentry Investment Management
Wisconsin
$170K -$34.8K -578 -17%
HDIM
867
Hanson & Doremus Investment Management
Vermont
$170K -$1.75K -29 -1%
CPBTD
868
Central Pacific Bank - Trust Division
Hawaii
$169K
CFD
869
Creative Financial Designs
Indiana
$165K -$12.1K -200 -7%
AIM
870
Acropolis Investment Management
Missouri
$164K +$15K +249 +10%
GRP
871
Global Retirement Partners
California
$163K +$32.5K +540 +25%
NFSG
872
Newbridge Financial Services Group
Florida
$155K -$130K -2,165 -46%
HCP
873
Hexagon Capital Partners
Arkansas
$154K -$10.5K -175 -6%
MA
874
Montag & Associates
Georgia
$152K
ST
875
Smithfield Trust
Pennsylvania
$142K -$16.2K -270 -10%