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Fortinet
FTNT

290 hedge funds and large institutions have $3.87B invested in Fortinet in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 8 → 14 (+6)

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

31% more capital invested

Capital invested by funds: $2.96B → $3.87B (+$913M)

30% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $44.4M

6% more funds holding

Funds holding: 274 → 290 (+16)

10% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 107

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.73%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.37%
New
56
Increased
96
Reduced
107
Closed
36
Calls
$57.5M
Puts
$44.4M
Net Calls
+$13.1M
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$137M
2
ORI
Oak Ridge Investments
Illinois
+$69.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$52.5M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$43.6M
5
EC
Eminence Capital
New York
+$42.4M

Top Sellers

Rank Fund Capital Flow
1
MNA
Manning & Napier Advisors
New York
-$93.1M
2
TCG
Tremblant Capital Group
Florida
-$53.4M
3
HCMT
Highland Capital Management (Texas)
Texas
-$52M
4
MC
Maverick Capital
Texas
-$30.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$25.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
26
Luther King Capital Management (LKCM)
Texas
$49.7M +$43.6M +8,097,675 New
EC
27
Eminence Capital
New York
$48.3M +$42.4M +7,869,630 New
SIMG
28
Stephens Investment Management Group
Texas
$45.1M -$1.32M -244,500 -3%
Northern Trust
29
Northern Trust
Illinois
$37.5M +$3.44M +638,385 +12%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$33M +$4.72M +876,675 +19%
Allianz Asset Management
31
Allianz Asset Management
Germany
$32.7M +$28.8M +5,338,000 New
UBS Group
32
UBS Group
Switzerland
$32.7M +$28.7M +5,330,615 New
Morgan Stanley
33
Morgan Stanley
New York
$31.9M -$15.5M -2,884,075 -36%
Norges Bank
34
Norges Bank
Norway
$31.5M – – –
RIM
35
Rainier Investment Management
Washington
$29.5M +$2.2M +408,850 +9%
MAA
36
Managed Account Advisors
New Jersey
$28.7M +$7.14M +1,324,035 +39%
BA
37
Broadview Advisors
Wisconsin
$25.3M +$1.53M +284,750 +7%
HCM
38
Hodges Capital Management
Texas
$23.3M +$20.5M +3,795,970 New
Retirement Systems of Alabama
39
Retirement Systems of Alabama
Alabama
$23.1M -$4.99M -925,000 -20%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$23.1M +$20.3M +3,765,500 New
Geode Capital Management
41
Geode Capital Management
Massachusetts
$21.6M +$335K +62,200 +2%
AAM
42
AO Asset Management
New York
$20.8M +$18.3M +3,392,500 New
GC
43
Guggenheim Capital
Illinois
$20.8M +$13.9M +2,578,530 +320%
Bank of America
44
Bank of America
North Carolina
$20.7M -$1.88M -349,145 -9%
First Trust Advisors
45
First Trust Advisors
Illinois
$20.1M -$2.61M -484,845 -13%
Wells Fargo
46
Wells Fargo
California
$20M -$85.1K -15,790 -0.5%
KCM
47
Kornitzer Capital Management
Kansas
$19.1M -$9.72M -1,803,775 -37%
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$19M +$2.29M +425,000 +16%
NFA
49
Nationwide Fund Advisors
Ohio
$18.4M +$10.1M +1,873,205 +165%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$17.7M +$750K +139,225 +5%
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FTNT Hedge Fund Activity: Q4 2014 in Review

290 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q4 2014, worth a combined $3.87B — up 31% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new FTNT positions and 36 closed out — a net gain of 20 holders — while 96 added to existing stakes and 107 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $137M. The largest seller was Manning & Napier Advisors, cutting an estimated $93.1M.

  • 290 institutional investors held Fortinet (FTNT) as of Q4 2014, up from 274 in Q3 2014.
  • Funds reported $3.87B of Fortinet stock for Q4 2014, up 31% quarter-over-quarter.
  • 56 funds opened new Fortinet positions in Q4 2014 and 36 closed out, a net change of +20 holders.
  • The largest Fortinet buyer in Q4 2014 was Bank of New York Mellon, an estimated $137M added.
  • The largest Fortinet seller in Q4 2014 was Manning & Napier Advisors, an estimated $93.1M sold.

Based on aggregated 13F filings for Q4 2014.