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Fortinet

1,059 hedge funds and large institutions have $29.9B invested in Fortinet in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 404 increasing their positions, 409 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-35
Holders Change %
-3.2%
% of All Funds
16.88%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.29%
New
121
Increased
404
Reduced
409
Closed
147
Calls
$413M
Puts
$288M
Net Calls
+$125M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
951
Cary Street Partners Investment Advisory
Virginia
$35.1K +$9.39K +160 +37%
CCA
952
Catalyst Capital Advisors
New York
$34.1K -$1.99M -33,851 -98%
DJSG
953
D.J. St. Germain
Massachusetts
$31.1K
CAL
954
Capital Advisors Ltd
Ohio
$30K
TAM
955
Tucker Asset Management
Colorado
$29.4K +$645 +11 +2%
HL
956
HeadInvest LLC
Maine
$29.4K +$29.4K +501 New
BFEC
957
Benjamin F. Edwards & Company
Missouri
$29K
EARNEST Partners
958
EARNEST Partners
Georgia
$27.6K
FMII
959
Farmers & Merchants Investments Inc
Nebraska
$27K
KFI
960
Key Financial Inc
Pennsylvania
$25.5K
SIS
961
Strategic Investment Solutions
Illinois
$24.4K +$24.4K +400 New
GBT
962
Grove Bank & Trust
Florida
$22.8K -$4.28K -73 -16%
RFA
963
Resurgent Financial Advisors
Georgia
$22.5K -$176 -3 -0.8%
LFA
964
LGT Financial Advisors
Texas
$20.5K +$20.5K +350 New
GKIM
965
GW&K Investment Management
Massachusetts
$20K +$4.62K +79 +30%
CMA
966
Cedar Mountain Advisors
Oregon
$20K
VCM
967
Versant Capital Management
Arizona
$18.7K -$645 -11 -3%
WWP
968
WR Wealth Planners
Missouri
$18.5K +$2.35K +40 +15%
BWL
969
Bogart Wealth LLC
Virginia
$18.2K +$2.93K +50 +19%
BIA
970
Bell Investment Advisors
California
$18.1K -$235 -4 -1%
FCMT
971
Founders Capital Management (Texas)
Texas
$17.6K +$2.93K +50 +20%
SC
972
Stephens Consulting
Michigan
$17.3K
MAM
973
Marquette Asset Management
Minnesota
$16.1K -$2.29K -39 -12%
RMC
974
Resources Management Corp
Connecticut
$15K
CT
975
Cambridge Trust
Massachusetts
$14.7K