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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
$2.4B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$187M
3
Barclays
Barclays
United Kingdom
$410M
4
SP
Sarasin & Partners
United Kingdom
$121M
5
Bessemer Group
Bessemer Group
New Jersey
$224M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$931M
2
Morgan Stanley
Morgan Stanley
New York
$582M
3
Swedbank
Swedbank
Sweden
$0
4
Norges Bank
Norges Bank
Norway
$31M
5
Two Sigma Investments
Two Sigma Investments
New York
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
901
Cary Street Partners Investment Advisory
Virginia
$202K +$202K +2,963 New
VCG
902
Vantage Consulting Group
Virginia
$202K -$70.4K -1,030 -26%
CFD
903
Creative Financial Designs
Indiana
$200K +$145K +2,125 +264%
PP
904
PDS Planning
Ohio
$200K +$200K +2,928 New
TCOV
905
Trust Company of Vermont
Vermont
$198K +$85.3K +1,248 +75%
TCA
906
Trifecta Capital Advisors
Illinois
$196K -$225K -3,289 -53%
DSC
907
Duncker Streett & Co
Missouri
$196K – – –
HDIM
908
Hanson & Doremus Investment Management
Vermont
$195K +$1.98K +29 +1%
CG
909
Cutler Group
California
$191K +$63.5K +930 +50%
CPBTD
910
Central Pacific Bank - Trust Division
Hawaii
$190K +$190K +2,800 New
HCP
911
Hexagon Capital Partners
Arkansas
$187K +$6.56K +96 +4%
CTC
912
Central Trust Company
Missouri
$182K +$1.71K +25 +0.9%
First Manhattan
913
First Manhattan
New York
$181K – – –
ST
914
Smithfield Trust
Pennsylvania
$178K +$8.24K +122 +5%
MA
915
Montag & Associates
Georgia
$172K – – –
AIM
916
Acropolis Investment Management
Missouri
$169K – – –
MCM
917
MV Capital Management
Maryland
$160K +$5.94K +87 +4%
C
918
Covestor
United Kingdom
$160K +$39.7K +581 +33%
BCWM
919
Bartlett & Co Wealth Management
Ohio
$149K – – –
QC
920
Quent Capital
New York
$149K – – –
AAG
921
Accordant Advisory Group
Maryland
$148K +$148K +2,167 New
GRP
922
Global Retirement Partners
California
$147K +$6.9K +101 +5%
GWSG
923
GPS Wealth Strategies Group
Colorado
$147K – – –
FFA
924
Frazier Financial Advisors
Ohio
$145K +$90.3K +1,322 +165%
WWM
925
Wolff Wiese Magana
California
$145K +$4.1K +60 +3%
35 36
37
38 39