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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 %
BL
1001
BFSG LLC
California
$22.2K
CT
1002
Cambridge Trust
Massachusetts
$22.2K
BWL
1003
Bogart Wealth LLC
Virginia
$20.5K -$683 -10 -3%
OA
1004
Operose Advisors
Wisconsin
$20.5K +$20.5K +300 New
SC
1005
Stephens Consulting
Michigan
$20.2K
WT
1006
Whittier Trust
California
$20.2K +$9.56K +140 +90%
MAM
1007
Meeder Asset Management
Ohio
$20.2K +$20.2K +295 New
TC
1008
Tacita Capital
Ontario, Canada
$17.8K
FCA
1009
FinTrust Capital Advisors
South Carolina
$17.8K
VWM
1010
Venturi Wealth Management
Texas
$17.4K +$9.91K +145 +133%
RMC
1011
Resources Management Corp
Connecticut
$17K
LFA
1012
LGT Financial Advisors
Texas
$16.7K -$4.1K -60 -20%
NMM
1013
Naples Money Management
Florida
$16.3K -$3.42K -50 -17%
CMBA
1014
C.M. Bidwell & Associates
Hawaii
$15.4K
EWP
1015
Elevation Wealth Partners
California
$15.4K
CFS
1016
CGC Financial Services
Oregon
$15.4K
NL
1017
NVWM LLC
Pennsylvania
$15.1K -$1.36M -19,889 -99%
GKIM
1018
GW&K Investment Management
Massachusetts
$15K -$2.66K -40 -15%
CT
1019
Clearstead Trust
Maine
$14.7K -$2.05K -30 -12%
JPWM
1020
Jamison Private Wealth Management
Georgia
$14K
CP
1021
Castleview Partners
Texas
$12.6K
FFO
1022
Fortitude Family Office
Arizona
$12.4K
PWMG
1023
Private Wealth Management Group
New Jersey
$12.3K
PWMG
1024
Prestige Wealth Management Group
New Jersey
$12K -$1.16K -17 -9%
BWP
1025
Baldwin Wealth Partners
Massachusetts
$11.7K