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Fortinet

1,099 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, 399 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+49
Holders Change %
+4.67%
% of All Funds
15.93%
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
399
Closed
101
Calls
$455M
Puts
$498M
Net Calls
-$42.5M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
951
Armstrong Advisory Group
Massachusetts
$76.6K
ME
952
McIlrath & Eck
Washington
$76.3K
AT
953
Avalon Trust
New Mexico
$76.2K
FPF
954
First Pacific Financial
Washington
$72.9K
EWA
955
EverSource Wealth Advisors
Alabama
$72.8K +$5.56K +88 +8%
CWP
956
Concord Wealth Partners
Virginia
$72.3K -$85.7K -1,254 -54%
CJ
957
Caitlin John
Michigan
$72.1K +$33.1K +485 +85%
UCB
958
United Community Bank
South Carolina
$70.3K -$204K -2,981 -74%
AT
959
Arlington Trust
Alabama
$70.2K -$956 -14 -1%
NIMI
960
Natixis Investment Managers International
France
$68.4K
VL
961
Vima LLC
Michigan
$67.5K +$38.7K +583 +135%
MPWT
962
MassMutual Private Wealth & Trust
Connecticut
$67.2K +$12.3K +180 +22%
SAM
963
Smartleaf Asset Management
Massachusetts
$66.7K +$41.6K +619 +166%
NSIM
964
North Star Investment Management
Illinois
$63.9K
Twin Tree Management
965
Twin Tree Management
Texas
$63.7K -$41.1M -601,853 -100%
HFM
966
Hartford Financial Management
Connecticut
$60.7K
CAC
967
Core Alternative Capital
Georgia
$57.7K -$14.1K -206 -20%
BCMLT
968
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.4K
RIL
969
Rothschild Investment LLC
Illinois
$57.3K +$27.7K +406 +94%
SWA
970
SOA Wealth Advisors
New York
$55K
QL
971
Quarry LP
New York
$54.9K +$54.9K +803 New
NRG
972
Nemes Rush Group
Michigan
$54.3K -$5.6K -82 -9%
JWA
973
JFS Wealth Advisors
Pennsylvania
$54K +$4.58K +67 +9%
CFO
974
CVA Family Office
Colorado
$52.4K -$1.57K -23 -3%
FFL
975
Financial Freedom LLC
Ohio
$51.9K