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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 %
HI
951
Harbour Investments
Wisconsin
$99.8K +$36.3K +480 +57%
FFA
952
Fairfield Financial Advisors
Massachusetts
$94.5K
HNB
953
Huntington National Bank
Ohio
$92.7K +$17.8K +235 +24%
CAS
954
Coppell Advisory Solutions
Texas
$91.2K +$91.2K +1,206 New
MPWT
955
MassMutual Private Wealth & Trust
Connecticut
$89.5K +$12.5K +165 +16%
AT
956
Avalon Trust
New Mexico
$84.3K
TFP
957
Tilia Fiduciary Partners
North Carolina
$83.5K
BHWM
958
Bay Harbor Wealth Management
Maryland
$83.3K +$83.3K +1,102 New
CWP
959
Concord Wealth Partners
Virginia
$82.5K +$3.78K +50 +5%
GWS
960
Glassman Wealth Services
Virginia
$81.9K +$1.44K +19 +2%
FPF
961
First Pacific Financial
Washington
$80.7K +$80.7K +1,067 New
LS
962
Livforsakringsbolaget Skandia
Sweden
$75.6K
EWA
963
EverSource Wealth Advisors
Alabama
$73.7K +$46.5K +615 +171%
AAG
964
Armstrong Advisory Group
Massachusetts
$69.1K -$6.5K -86 -9%
FFL
965
Financial Freedom LLC
Ohio
$68.8K
HFM
966
Hartford Financial Management
Connecticut
$67.1K +$3.25K +43 +5%
FCAG
967
First Capital Advisors Group
New Jersey
$63.9K +$63.9K +846 New
BCMLT
968
Beacon Capital Management LLC (Tennessee)
Tennessee
$63.5K
NRG
969
Nemes Rush Group
Michigan
$61.6K +$61.6K +815 New
SWA
970
SOA Wealth Advisors
New York
$60.9K
CFD
971
Creative Financial Designs
Indiana
$60.9K +$5.67K +75 +10%
CFO
972
CVA Family Office
Colorado
$57.6K -$529 -7 -0.9%
AA
973
AlphaCentric Advisors
Puerto Rico
$56.7K +$56.7K +750 New
NFSG
974
Newbridge Financial Services Group
Florida
$54K +$35.1K +465 +186%
JWA
975
JFS Wealth Advisors
Pennsylvania
$53.8K -$756 -10 -1%