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Fortinet

1,100 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, 400 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+49
Holders Change %
+4.66%
% of All Funds
15.95%
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
400
Closed
101
Calls
$455M
Puts
$498M
Net Calls
-$42.5M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
1026
Baldwin Wealth Partners
Massachusetts
$11.7K
1832 Asset Management
1027
1832 Asset Management
Ontario, Canada
$11.1K
AWM
1028
Abound Wealth Management
Tennessee
$10.6K +$2.19K +32 +26%
RCM
1029
Raleigh Capital Management
North Carolina
$9.91K -$9.56K -140 -49%
HIA
1030
Harbor Investment Advisory
Maryland
$9.36K +$5.81K +85 +163%
PGAM
1031
Princeton Global Asset Management
New Jersey
$8.88K
AIC
1032
Archer Investment Corporation
Indiana
$8.88K
TFM
1033
TFC Financial Management
Massachusetts
$8.81K +$205 +3 +2%
BAM
1034
Bellevue Asset Management
Washington
$8.54K
SA
1035
Scarborough Advisors
Maryland
$8.2K +$8.2K +120 New
ACA
1036
American Capital Advisory
Idaho
$7.98K
ACA
1037
Atlas Capital Advisors
Wyoming
$7.86K
DIP
1038
DT Investment Partners
Pennsylvania
$7.17K
AFWM
1039
Abich Financial Wealth Management
Virginia
$7.1K -$7.72K -113 -52%
MAWCM
1040
Mine & Arao Wealth Creation & Management
California
$6.83K
GEA
1041
Glen Eagle Advisors
New Jersey
$6.83K +$6.83K +100 New
WIA
1042
Wetzel Investment Advisors
Indiana
$6.72K
FSWA
1043
Financial Synergies Wealth Advisors
Texas
$6.35K +$6.01K +88 +1,760%
SFCL
1044
Strengthening Families & Communities LLC
Massachusetts
$6K
ZB
1045
Zions Bancorporation
Utah
$5.6K -$5.26K -77 -48%
GAG
1046
Goodman Advisory Group
Massachusetts
$5.6K +$5.6K +82 New
PP
1047
PFS Partners
New Jersey
$5.53K
MWA
1048
Moser Wealth Advisors
Washington
$5.12K
LI
1049
LRI Investments
Florida
$5.12K +$5.12K +75 New
VNA
1050
Valley National Advisers
Pennsylvania
$5K -$1.47K -25 -23%