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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 %
GTAM
901
Global Trust Asset Management
Florida
$75.3K
IWA
902
IBEX Wealth Advisors
New Jersey
$75.2K -$177K -2,935 -70%
CC
903
Centiva Capital
New York
$72.9K -$181K -2,997 -71%
EAM
904
Erste Asset Management
Austria
$72.3K -$2.63M -43,645 -97%
CM
905
Caption Management
Oklahoma
$72.3K -$705K -11,700 -91%
PWA
906
Provenance Wealth Advisors
Florida
$72.3K
PFBT
907
Parkside Financial Bank & Trust
Missouri
$71.4K +$2.59K +43 +4%
HI
908
Harbour Investments
Wisconsin
$69.6K -$5K -83 -7%
EPW
909
Evergreen Private Wealth
Colorado
$67.7K +$121 +2 +0.2%
ME
910
McIlrath & Eck
Washington
$67.3K
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$67.3K +$7.96K +132 +13%
AT
912
Avalon Trust
New Mexico
$67.2K
LS
913
Livforsakringsbolaget Skandia
Sweden
$67K -$36.2K -600 -35%
CWM
914
Compass Wealth Management
Connecticut
$66K +$66K +1,095 New
FPF
915
First Pacific Financial
Washington
$64.3K
AA
916
Ancora Advisors
Ohio
$62.5K -$6.93K -115 -10%
UCB
917
United Community Bank
South Carolina
$62K
NIMI
918
Natixis Investment Managers International
France
$60.4K
NSIM
919
North Star Investment Management
Illinois
$56.4K
CFO
920
CVA Family Office
Colorado
$55.8K +$9.58K +159 +21%
RIL
921
Rothschild Investment LLC
Illinois
$55.5K +$4.94K +82 +10%
HFM
922
Hartford Financial Management
Connecticut
$55K +$1.45K +24 +3%
CAC
923
Core Alternative Capital
Georgia
$50.9K
PTC
924
Private Trust Company
Ohio
$49.2K -$26.5K -440 -35%
SWA
925
SOA Wealth Advisors
New York
$48.5K