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Fortinet

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
876
Accel Wealth Management
Iowa
$33.2K
TCM
877
TD Capital Management
Tennessee
$33.2K +$33.2K +500 New
BFEC
878
Benjamin F. Edwards & Company
Missouri
$33K -$8.91K -135 -21%
HGERS
879
Householder Group Estate & Retirement Specialist
Arizona
$32K +$5.33K +80 +20%
NL
880
NVWM LLC
Pennsylvania
$31.5K +$20.2K +304 +179%
EARNEST Partners
881
EARNEST Partners
Georgia
$31.2K
RCM
882
Raleigh Capital Management
North Carolina
$31.2K +$9.11K +137 +41%
FMII
883
Farmers & Merchants Investments Inc
Nebraska
$30.6K
CCA
884
Catalyst Capital Advisors
New York
$29.7K -$10.8K -163 -27%
CSPIA
885
Cary Street Partners Investment Advisory
Virginia
$29.1K
NSIM
886
North Star Investment Management
Illinois
$28.9K +$13.3K +200 +85%
SIC
887
SJS Investment Consulting
Ohio
$28.6K +$27.2K +409 +1,948%
RBC
888
Roble Belko & Company
Pennsylvania
$28K
KFI
889
Key Financial Inc
Pennsylvania
$26.6K
RFA
890
Resurgent Financial Advisors
Georgia
$25.7K -$16.7K -251 -39%
EWA
891
EverSource Wealth Advisors
Alabama
$23.9K -$41.7K -627 -64%
JWM
892
Janiczek Wealth Management
Colorado
$23.3K +$9.87K +145 +74%
DWA
893
Delos Wealth Advisors
Texas
$22.8K
CMA
894
Cedar Mountain Advisors
Oregon
$22.6K
Point72 Asset Management
895
Point72 Asset Management
Connecticut
$22.1K +$22.1K +333 New
GBT
896
Grove Bank & Trust
Florida
$21.8K +$11.5K +173 +112%
BIA
897
Bell Investment Advisors
California
$20.8K +$1.86K +28 +10%
CWC
898
Carolinas Wealth Consulting
North Carolina
$20.1K -$3.06K -46 -13%
FCMT
899
Founders Capital Management (Texas)
Texas
$20K
SC
900
Stephens Consulting
Michigan
$19.6K