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Fortinet

720 hedge funds and large institutions have $16.4B invested in Fortinet in 2020 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 269 increasing their positions, 238 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 412 (+8)

60% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 81

24% more capital invested

Capital invested by funds: $13.2B → $16.4B (+$3.19B)

13% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 238

6% more funds holding

Funds holding: 677720 (+43)

5% less call options, than puts

Call options by funds: $185M | Put options by funds: $195M

6.91% less ownership

Funds ownership: 346.23%339.32% (-6.9%)

Holders
720
Holders Change
+43
Holders Change %
+6.35%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.21%
New
130
Increased
269
Reduced
238
Closed
81
Calls
$185M
Puts
$195M
Net Calls
-$9.2M
Net Calls Change
+$889K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$124M -$6.92M -273,625 -6%
CAM
27
Congress Asset Management
Massachusetts
$123M +$3.76M +148,850 +4%
CI
28
Clal Insurance
Israel
$118M +$56.2M +2,225,000 +109%
GT
29
Glenmede Trust
Pennsylvania
$117M -$14.7M -582,030 -13%
Allianz Asset Management
30
Allianz Asset Management
Germany
$114M -$3.09M -122,180 -3%
UBS Group
31
UBS Group
Switzerland
$112M -$15.1M -599,045 -14%
DCP
32
DSM Capital Partners
Florida
$111M +$94.6M +3,741,225 New
CS
33
Credit Suisse
Switzerland
$111M +$12.8M +505,630 +16%
Fundsmith LLP
34
Fundsmith LLP
United Kingdom
$111M +$67.3M +2,661,630 +251%
First Trust Advisors
35
First Trust Advisors
Illinois
$104M -$16M -633,395 -15%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$101M +$13M +514,600 +18%
Charles Schwab
37
Charles Schwab
California
$96.6M -$2.15M -85,245 -3%
N
38
Nuveen
North Carolina
$93.8M +$13M +515,240 +19%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$91.1M -$2.53M -99,995 -3%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$88.7M +$2.26M +89,430 +3%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$82.4M -$7.02M -277,915 -9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$81.2M +$1.93M +76,420 +3%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$78.8M -$2.43M -96,200 -4%
Swiss National Bank
44
Swiss National Bank
Switzerland
$77.2M -$1.9M -75,000 -3%
JP Morgan Chase
45
JP Morgan Chase
New York
$75.2M -$9.85M -389,835 -13%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$73.5M -$3.23M -127,900 -5%
Deutsche Bank
47
Deutsche Bank
Germany
$71.2M -$72.4M -2,863,585 -54%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$70.9M -$16.1M -636,195 -21%
PAM
49
Panagora Asset Management
Massachusetts
$67.8M -$11.9M -472,715 -17%
AQR Capital Management
50
AQR Capital Management
Connecticut
$65.7M -$20.4M -806,005 -27%

FTNT Hedge Fund Activity: Q4 2020 in Review

720 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q4 2020, worth a combined $16.4B — up 24% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new FTNT positions and 81 closed out — a net gain of 49 holders — while 269 added to existing stakes and 238 trimmed.

The largest buyer was UBS AM, adding an estimated $115M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $230M sold.

  • 720 institutional investors held Fortinet (FTNT) as of Q4 2020, up from 677 in Q3 2020.
  • Funds reported $16.4B of Fortinet stock for Q4 2020, up 24% quarter-over-quarter.
  • 130 funds opened new Fortinet positions in Q4 2020 and 81 closed out, a net change of +49 holders.
  • The largest Fortinet buyer in Q4 2020 was UBS AM, an estimated $115M added.
  • The largest Fortinet seller in Q4 2020 was Whale Rock Capital Management, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.