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Fortinet

1,059 hedge funds and large institutions have $30.5B invested in Fortinet in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 428 increasing their positions, 382 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-40
Holders Change %
-3.64%
% of All Funds
15.41%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
104
Increased
428
Reduced
382
Closed
129
Calls
$396M
Puts
$447M
Net Calls
-$51M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1151
One Capital Management
California
-$217K -3,170 Closed
CB
1152
Cadence Bank
Mississippi
-$211K -3,088 Closed
DWA
1153
Delap Wealth Advisory
Oregon
-$210K -3,076 Closed
WEG
1154
World Equity Group
Illinois
-$210K -3,068 Closed
CAG
1155
Crestwood Advisors Group
Massachusetts
-$210K -3,068 Closed
IIM
1156
Ipswich Investment Management
Massachusetts
-$208K -3,050 Closed
LT
1157
Legacy Trust
Michigan
-$208K -3,042 Closed
EB
1158
Eastern Bank
Massachusetts
-$205K -3,000 Closed
AWM
1159
Axxcess Wealth Management
California
-$205K -3,000 Closed
ACP
1160
Aviance Capital Partners
Florida
-$205K -3,000 Closed
GF
1161
Gabelli Funds
New York
-$205K -3,000 Closed
RIA
1162
Realta Investment Advisors
Delaware
-$205K -2,995 Closed
VCG
1163
Vantage Consulting Group
Virginia
-$202K -2,959 Closed
First Manhattan
1164
First Manhattan
New York
-$181K -2,644 Closed
GWP
1165
Gen-Wealth Partners
Michigan
-$137K -2,005 Closed
AWM
1166
AllSquare Wealth Management
New York
-$137K -2,000 Closed
CCM
1167
CAAS Capital Management
New York
-$109K -1,600 Closed
SC
1168
SouthState Corp
Florida
-$100K -1,471 Closed
VL
1169
Vima LLC
Michigan
-$67.5K -1,015 Closed
Twin Tree Management
1170
Twin Tree Management
Texas
-$63.7K -932 Closed
SOS
1171
Silver Oak Securities
Tennessee
-$38.7K -566 Closed
AA
1172
AlphaCentric Advisors
Puerto Rico
-$35.1K -514 Closed
TFA
1173
Transamerica Financial Advisors
Florida
-$35K -499 Closed
CT
1174
Clearstead Trust
Maine
-$14.7K -215 Closed
MAWCM
1175
Mine & Arao Wealth Creation & Management
California
-$6.83K -100 Closed