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Fortinet

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
926
Gen-Wealth Partners
Michigan
$137K +$137K +2,005 New
AA
927
Alta Advisers
United Kingdom
$137K
AWM
928
AllSquare Wealth Management
New York
$137K +$13.7K +200 +11%
EC
929
EntryPoint Capital
New York
$131K -$36.8K -538 -22%
HNB
930
Huntington National Bank
Ohio
$125K +$3.55K +52 +3%
LS
931
Livforsakringsbolaget Skandia
Sweden
$117K
TAM
932
Tucker Asset Management
Colorado
$116K +$82K +1,200 +240%
Kayne Anderson Rudnick Investment Management
933
Kayne Anderson Rudnick Investment Management
California
$114K -$137 -2 -0.1%
LC
934
Lindbrook Capital
California
$110K +$49K +718 +80%
CA
935
Crewe Advisors
Utah
$110K +$110K +1,605 New
CCM
936
CAAS Capital Management
New York
$109K +$109K +1,600 New
CA
937
Clearstead Advisors
Ohio
$105K +$29.2K +490 +39%
HF
938
Halpern Financial
Virginia
$103K -$28.5K -400 -22%
FA
939
Financial Avengers
California
$102K -$6.78K -100 -6%
DWS
940
Dynamic Wealth Strategies
California
$101K +$5.82K +85 +6%
SC
941
SouthState Corp
Florida
$100K +$100K +1,471 New
TFA
942
Toth Financial Advisory
Virginia
$93.6K +$3.07K +45 +3%
PTC
943
Private Trust Company
Ohio
$85.9K -$9.22K -135 -10%
GTAM
944
Global Trust Asset Management
Florida
$85.4K -$54.6K -800 -39%
HI
945
Harbour Investments
Wisconsin
$84.5K +$2.8K +41 +3%
PPC
946
Park Place Capital
Alabama
$83.7K -$217K -3,173 -72%
PWA
947
Provenance Wealth Advisors
Florida
$82K +$1.71K +25 +2%
HGERS
948
Householder Group Estate & Retirement Specialist
Arizona
$80.5K -$7.17K -105 -8%
AA
949
Ancora Advisors
Ohio
$78.7K +$35.4K +518 +82%
PFBT
950
Parkside Financial Bank & Trust
Missouri
$78K +$5.67K +83 +8%