We are live on ! Find out more
FTNT icon

Fortinet

787 hedge funds and large institutions have $27.1B invested in Fortinet in 2021 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 249 increasing their positions, 311 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

26% more capital invested

Capital invested by funds: $21.5B → $27.1B (+$5.59B)

8% more funds holding

Funds holding: 730787 (+57)

10.23% less ownership

Funds ownership: 358.52%348.29% (-10%)

12% less call options, than puts

Call options by funds: $208M | Put options by funds: $237M

20% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 311

Holders
787
Holders Change
+57
Holders Change %
+7.81%
% of All Funds
13.7%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.42%
New
123
Increased
249
Reduced
311
Closed
60
Calls
$208M
Puts
$237M
Net Calls
-$29.2M
Net Calls Change
+$8.65M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
426
JP Morgan Private Wealth Advisors
California
$1.19M +$121K +2,845 +13%
VI
427
Vestcor Inc
New Brunswick, Canada
$1.18M -$38.8K -910 -4%
LTI
428
Laffer Tengler Investments
Tennessee
$1.18M +$750K +17,565 +245%
RWA
429
Ropes Wealth Advisors
Massachusetts
$1.18M
FUBT
430
First United Bank & Trust
Maryland
$1.17M +$67.2K +1,575 +7%
CCA
431
Conestoga Capital Advisors
Pennsylvania
$1.17M -$50.6K -1,185 -5%
GLA
432
Great Lakes Advisors
Illinois
$1.17M +$474K +11,100 +83%
LFGH
433
Lee Financial Group Hawaii
Hawaii
$1.15M -$213 -5 -0%
JCIA
434
Jackson Creek Investment Advisors
Colorado
$1.15M -$252K -5,900 -20%
PFO
435
Pathstone Family Office
New Jersey
$1.14M -$271K -6,355 -21%
SW
436
SVB Wealth
Massachusetts
$1.13M +$231K +5,415 +29%
WAS
437
WESPAC Advisors SoCal
California
$1.11M -$20.5K -480 -2%
HIM
438
Hanlon Investment Management
New Jersey
$1.1M +$988K +23,145 New
JIC
439
Johnson Investment Counsel
Ohio
$1.1M -$12.4K -290 -1%
GGS
440
Galvin Gaustad & Stein
Arizona
$1.09M
FWM
441
Frontier Wealth Management
Missouri
$1.08M +$19K +445 +2%
DOA
442
D'Orazio & Associates
Virginia
$1.07M
HAG
443
HighPoint Advisor Group
Illinois
$1.07M -$22.4K -525 -2%
KA
444
Kovack Advisors
Florida
$1.06M -$1.28K -30 -0.1%
HI
445
Human Investing
Oregon
$1.06M -$265K -6,205 -22%
Simplex Trading
446
Simplex Trading
Illinois
$1.05M -$1.67M -39,170 -64%
RIM
447
Redpoint Investment Management
Australia
$1.05M -$157K -3,675 -14%
MOS
448
MGO One Seven
Ohio
$1.03M +$35.9K +840 +4%
AssetMark Inc
449
AssetMark Inc
California
$1.02M -$45.7K -1,070 -5%
TPWA
450
TRUE Private Wealth Advisors
Oregon
$1.02M -$10.7K -250 -1%

FTNT Hedge Fund Activity: Q2 2021 in Review

787 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q2 2021, worth a combined $27.1B — up 26% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new FTNT positions and 60 closed out — a net gain of 63 holders — while 249 added to existing stakes and 311 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $403M. The largest seller was Ameriprise, cutting an estimated $275M.

  • 787 institutional investors held Fortinet (FTNT) as of Q2 2021, up from 730 in Q1 2021.
  • Funds reported $27.1B of Fortinet stock for Q2 2021, up 26% quarter-over-quarter.
  • 123 funds opened new Fortinet positions in Q2 2021 and 60 closed out, a net change of +63 holders.
  • The largest Fortinet buyer in Q2 2021 was T. Rowe Price Associates, an estimated $403M added.
  • The largest Fortinet seller in Q2 2021 was Ameriprise, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2021.