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Fortinet

1,094 hedge funds and large institutions have $39.4B invested in Fortinet in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 389 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+112
Holders Change %
+11.41%
% of All Funds
17.25%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
182
Increased
389
Reduced
373
Closed
62
Calls
$348M
Puts
$262M
Net Calls
+$85.8M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VCG
876
Vantage Consulting Group
Virginia
$242K -$195K -2,578 -45%
SA
877
Syntax Advisors
New York
$242K -$195K -2,578 -45%
BW
878
BIP Wealth
Georgia
$240K -$14.7K -195 -6%
PCH
879
PGIM Custom Harvest
New Jersey
$239K +$239K +3,163 New
TCBWMS
880
Texas Capital Bank Wealth Management Services
Texas
$238K +$378 +5 +0.2%
IIM
881
Ipswich Investment Management
Massachusetts
$238K
Simplex Trading
882
Simplex Trading
Illinois
$238K
FMWA
883
Forvis Mazars Wealth Advisors
Missouri
$238K
OCM
884
One Capital Management
California
$236K
SLG
885
Stanley-Laman Group
Pennsylvania
$235K
NCM
886
Noesis Capital Mangement
Florida
$235K +$235K +3,105 New
AAIS
887
ABN AMRO Investment Solutions
$233K
NP
888
NorthRock Partners
Minnesota
$233K +$233K +3,078 New
PP
889
PDS Planning
Ohio
$232K +$232K +3,070 New
BWM
890
Buckley Wealth Management
Nevada
$231K +$231K +3,054 New
SMC
891
Smith, Moore & Co
Missouri
$230K +$230K +3,048 New
ATC
892
Argent Trust Co
Tennessee
$229K
HPIA
893
Hamilton Point Investment Advisors
North Carolina
$228K
HH
894
Hilltop Holdings
Texas
$228K +$228K +3,019 New
ACA
895
Aptus Capital Advisors
Alabama
$227K +$227K +3,005 New
BWP
896
Balboa Wealth Partners
Arizona
$227K +$227K +3,003 New
IF
897
Intrua Financial
Texas
$225K +$225K +2,977 New
TPCW
898
TD Private Client Wealth
New York
$225K -$4.16K -55 -2%
SF
899
Summit Financial
New Jersey
$225K -$14.9K -197 -6%
KWM
900
Kolinsky Wealth Management
New Jersey
$221K +$221K +2,942 New