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Fortinet

1,068 hedge funds and large institutions have $29.9B invested in Fortinet in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 408 increasing their positions, 412 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $413M | Put options by funds: $288M

1% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 412

1.6% less ownership

Funds ownership: 66.51%64.91% (-1.6%)

3% less funds holding

Funds holding: 1,1021,068 (-34)

17% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 147

24% less capital invested

Capital invested by funds: $39.4B → $29.9B (-$9.48B)

42% less funds holding in top 10

Funds holding in top 10: 3319 (-14)

Holders
1,068
Holders Change
-34
Holders Change %
-3.09%
% of All Funds
16.95%
Holding in Top 10
19
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-42.42%
% of All Funds
0.3%
New
122
Increased
408
Reduced
412
Closed
147
Calls
$413M
Puts
$288M
Net Calls
+$125M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
26
Amundi
France
$228M -$88.8M -1,342,014 -25%
UBS AM
27
UBS AM
Illinois
$226M +$47.9M +723,998 +23%
Charles Schwab
28
Charles Schwab
California
$222M +$10.1M +153,119 +4%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$210M +$105M +1,585,236 +80%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$189M -$703K -10,621 -0.3%
Barclays
31
Barclays
United Kingdom
$183M +$36.6M +553,204 +22%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$153M +$13.1M +197,300 +9%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$152M +$10.2M +153,613 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$150M +$29.5M +446,194 +21%
VanEck Associates
35
VanEck Associates
New York
$146M +$29.5M +446,294 +22%
CS
36
Credit Suisse
Switzerland
$143M +$2.83M +42,678 +2%
ACM
37
American Capital Management
New York
$142M -$19.4M -293,053 -11%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$142M -$29.4M -443,760 -16%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$139M +$6.82M +102,999 +5%
UBS Group
40
UBS Group
Switzerland
$138M -$10.4M -156,840 -6%
WRCM
41
Whale Rock Capital Management
Massachusetts
$135M -$20.3M -305,987 -12%
JP Morgan Chase
42
JP Morgan Chase
New York
$130M -$18.9M -286,201 -11%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$127M -$48.8M -737,850 -25%
Swiss National Bank
44
Swiss National Bank
Switzerland
$126M -$17.2M -260,300 -11%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$125M +$44.7M +675,079 +47%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$122M -$84.3M -1,273,028 -38%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$118M +$16M +241,306 +14%
Deutsche Bank
48
Deutsche Bank
Germany
$113M +$1.99M +30,129 +2%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$104M -$6.82M -103,069 -5%
N
50
Nuveen
North Carolina
$101M -$10.8M -162,719 -9%

FTNT Hedge Fund Activity: Q3 2023 in Review

1,068 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q3 2023, worth a combined $29.9B — down 24% from $39.4B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of FTNT and 122 opened new positions — a net loss of 25 holders — while 412 trimmed existing stakes and 408 added.

The largest buyer was Nordea Investment Management, adding an estimated $382M. The largest seller was Fidelity Investments, cutting an estimated $435M.

  • 1,068 institutional investors held Fortinet (FTNT) as of Q3 2023, down from 1,102 in Q2 2023.
  • Funds reported $29.9B of Fortinet stock for Q3 2023, down 24% quarter-over-quarter.
  • 122 funds opened new Fortinet positions in Q3 2023 and 147 closed out, a net change of -25 holders.
  • The largest Fortinet buyer in Q3 2023 was Nordea Investment Management, an estimated $382M added.
  • The largest Fortinet seller in Q3 2023 was Fidelity Investments, an estimated $435M sold.

Based on aggregated 13F filings for Q3 2023.