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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.

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 Market Value Shares Shares
Change
Shares
Change %
VAG
1076
VisionPoint Advisory Group
Texas
$1.37K 20
CWM
1077
CarsonAllaria Wealth Management
Illinois
$1.37K 20
A
1078
AlphaQuest
New York
$1.3K 19 -3,330 -99%
HT
1079
Headlands Technologies
Illinois
$1.3K 19 +19 New
IPW
1080
Impact Partnership Wealth
Georgia
$1.23K 18 -5,194 -100%
TWD
1081
True Wealth Design
Ohio
$1.16K 17 +7 +70%
BONH
1082
Bank of New Hampshire
New Hampshire
$1.03K 15
CWC
1083
Carolinas Wealth Consulting
North Carolina
$1.03K 15
CSWM
1084
Cassady Schiller Wealth Management
Ohio
$1.03K 15 +15 New
FMP
1085
Financial Management Professionals
Texas
$1K 10
ECM
1086
Everence Capital Management
Indiana
$887 12,990
RAM
1087
Riggs Asset Management
Pennsylvania
$820 12 +12 New
DAM
1088
Delta Asset Management
Tennessee
$683 10
CAM
1089
ClariVest Asset Management
California
$471 7
CA
1090
Continuum Advisory
Idaho
$465 8 +8 New
FGAM
1091
Financial Gravity Asset Management
Texas
$412 6 +6 New
DFA
1092
DHJJ Financial Advisors
Illinois
$342 5
LWANC
1093
Laurel Wealth Advisors (North Carolina)
North Carolina
$342 5
CTWM
1094
Cherry Tree Wealth Management
Minnesota
$342 5
SIM
1095
Studio Investment Management
Illinois
$342 5 +5 New
WA
1096
WestEnd Advisors
North Carolina
$273 4
OLVIG
1097
Oliver Lagore Vanvalin Investment Group
Michigan
$205 3 +3 New
TWP
1098
TFO Wealth Partners
Ohio
$68 1 -5 -83%
CPG
1099
Cornerstone Planning Group
New Jersey
$59 1
DWM
1100
Dogwood Wealth Management
Kansas