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Fortinet

891 hedge funds and large institutions have $25B invested in Fortinet in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 313 increasing their positions, 361 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $193M | Put options by funds: $183M

0.42% less ownership

Funds ownership: 65.38%64.95% (-0.42%)

5% less funds holding

Funds holding: 935891 (-44)

13% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 361

15% less capital invested

Capital invested by funds: $29.5B → $25B (-$4.52B)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

24% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 115

Holders
891
Holders Change
-44
Holders Change %
-4.71%
% of All Funds
15.35%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.34%
New
87
Increased
313
Reduced
361
Closed
115
Calls
$193M
Puts
$183M
Net Calls
+$10M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
376
XTX Topco
Cayman Islands
$1.83M +$1.58M +29,162 +359%
APA
377
American Portfolios Advisors
New York
$1.83M +$364K +6,717 +22%
MC
378
Moors & Cabot
Massachusetts
$1.83M +$19K +350 +0.9%
GH
379
GAM Holding
Switzerland
$1.82M -$1.68K -31 -0.1%
CGH
380
Crossmark Global Holdings
Texas
$1.8M -$29.4K -543 -1%
MIAN
381
Mariner Independent Advisor Network
Kansas
$1.78M +$28.6K +528 +1%
CAN
382
Cetera Advisor Networks
California
$1.71M +$77K +1,422 +4%
MWM
383
MinichMacGregor Wealth Management
New York
$1.71M +$19.4K +358 +1%
FHA
384
Flagship Harbor Advisors
Massachusetts
$1.7M -$10.3K -191 -0.5%
CB
385
Commerce Bank
Missouri
$1.7M -$2.65M -48,892 -59%
DGAM
386
Desjardins Global Asset Management
Quebec, Canada
$1.7M
IIM
387
InTrack Investment Management
Vermont
$1.68M +$11.5K +213 +0.6%
NMERB
388
New Mexico Educational Retirement Board
New Mexico
$1.67M -$200K -3,700 -10%
JMPWA
389
JP Morgan Private Wealth Advisors
California
$1.65M -$19M -350,121 -91%
PFM
390
Parsec Financial Management
North Carolina
$1.64M -$146K -2,699 -7%
QT
391
Quantbot Technologies
New York
$1.63M +$193K +3,556 +12%
JSL
392
JT Stratford LLC
Georgia
$1.62M +$71.7K +1,323 +4%
DCM
393
Decatur Capital Management
Georgia
$1.62M +$163 +3 +0%
AAM
394
Advisors Asset Management
Colorado
$1.59M -$1.99M -36,667 -53%
SG Americas Securities
395
SG Americas Securities
New York
$1.58M -$552K -10,197 -24%
RCM
396
RB Capital Management
Nevada
$1.54M +$33.6K +620 +2%
PFM
397
Patton Fund Management
Texas
$1.53M -$157K -2,902 -9%
SV
398
Sturgeon Ventures
United Kingdom
$1.53M +$1.68M +31,100 New
WTC
399
WhitTier Trust Company
Nevada
$1.52M +$67.7K +1,250 +4%
AFS
400
Aft Forsyth & Sober
Florida
$1.46M

FTNT Hedge Fund Activity: Q3 2022 in Review

891 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q3 2022, worth a combined $25B — down 15% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of FTNT and 87 opened new positions — a net loss of 28 holders — while 361 trimmed existing stakes and 313 added.

The largest buyer was VOYA Investment Management, adding an estimated $243M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.69B.

  • 891 institutional investors held Fortinet (FTNT) as of Q3 2022, down from 935 in Q2 2022.
  • Funds reported $25B of Fortinet stock for Q3 2022, down 15% quarter-over-quarter.
  • 87 funds opened new Fortinet positions in Q3 2022 and 115 closed out, a net change of -28 holders.
  • The largest Fortinet buyer in Q3 2022 was VOYA Investment Management, an estimated $243M added.
  • The largest Fortinet seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.69B sold.

Based on aggregated 13F filings for Q3 2022.