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Fortinet

1,111 hedge funds and large institutions have $38.3B invested in Fortinet in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 433 increasing their positions, 383 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+51
Holders Change %
+4.81%
% of All Funds
16.07%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.3%
New
156
Increased
433
Reduced
383
Closed
94
Calls
$615M
Puts
$782M
Net Calls
-$167M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
951
Provenance Wealth Advisors
Florida
$101K +$8.07K +104 +9%
AAG
952
Armstrong Advisory Group
Massachusetts
$101K
FC
953
Fairscale Capital
New Hampshire
$96.9K -$38.8K -500 -29%
HI
954
Harbour Investments
Wisconsin
$96.6K +$7.14K +92 +8%
EAM
955
Erste Asset Management
Austria
$93.1K
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
$89.3K +$2.71K +35 +3%
PFBT
957
Parkside Financial Bank & Trust
Missouri
$89K -$2.87K -37 -3%
ME
958
McIlrath & Eck
Washington
$88.7K +$2.09K +27 +2%
EPW
959
Evergreen Private Wealth
Colorado
$88.2K +$1.01K +13 +1%
AT
960
Avalon Trust
New Mexico
$86.5K
FCM
961
Fourpath Capital Management
Oklahoma
$85.1K +$85.1K +1,097 New
CWM
962
Compass Wealth Management
Connecticut
$84.9K
FPF
963
First Pacific Financial
Washington
$82.7K
IIM
964
Intact Investment Management
Quebec, Canada
$81.4K +$81.4K +1,050 New
CWP
965
Concord Wealth Partners
Virginia
$80.9K +$76.4K +985 +1,698%
CT
966
Colonial Trust
South Carolina
$79.9K +$52.2K +673 +189%
UCB
967
United Community Bank
South Carolina
$79.8K
DWM
968
Darwin Wealth Management
Florida
$79.1K +$79.1K +1,020 New
HF
969
Halpern Financial
Virginia
$77.6K -$23.3K -300 -23%
FFA
970
Frazier Financial Advisors
Ohio
$77.2K -$87.6K -1,130 -53%
VCM
971
Versant Capital Management
Arizona
$75.8K +$27.2K +351 +56%
RCM
972
Raleigh Capital Management
North Carolina
$73.7K +$59.3K +765 +414%
NSIM
973
North Star Investment Management
Illinois
$72.5K
GWP
974
Gen-Wealth Partners
Michigan
$72.4K +$72.4K +920 New
CAC
975
Core Alternative Capital
Georgia
$65.5K