We are live on ! Find out more
FTNT icon

Fortinet

592 hedge funds and large institutions have $12B invested in Fortinet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 238 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

9% less call options, than puts

Call options by funds: $61.4M | Put options by funds: $67.2M

5% less funds holding

Funds holding: 620592 (-28)

9% less capital invested

Capital invested by funds: $13.1B → $12B (-$1.14B)

16.17% less ownership

Funds ownership: 359.64%343.46% (-16%)

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 238

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 95

Holders
592
Holders Change
-28
Holders Change %
-4.52%
% of All Funds
13.05%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
70
Increased
195
Reduced
238
Closed
95
Calls
$61.4M
Puts
$67.2M
Net Calls
-$5.8M
Net Calls Change
+$7.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$57K +$60.6K +2,830 New
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$55K +$6.43K +300 +13%
CWP
503
CFM Wealth Partners
Texas
$54K
LWA
504
Lenox Wealth Advisors
New York
$51K
First Manhattan
505
First Manhattan
New York
$51K +$54.2K +2,530 New
PMFA
506
Plante Moran Financial Advisors
Michigan
$50K -$12.5K -585 -19%
ME
507
McIlrath & Eck
Washington
$50K
VFA
508
Valeo Financial Advisors
Indiana
$49K -$22.6K -1,055 -30%
TWA
509
TCI Wealth Advisors
Arizona
$49K
AF
510
Advisornet Financial
Minnesota
$48K -$10.7K -500 -17%
GAM
511
Gemmer Asset Management
California
$47K
EP
512
Eudaimonia Partners
Tennessee
$44K +$750 +35 +2%
HDIM
513
Hanson & Doremus Investment Management
Vermont
$42K
NIT
514
NumerixS Investment Technologies
British Columbia, Canada
$42K +$44.5K +2,075 New
BBHC
515
Brown Brothers Harriman & Co
New York
$38K -$6.43K -300 -14%
TFO
516
Tarbox Family Office
California
$38K +$536 +25 +1%
AF
517
Allworth Financial
California
$36K
DWM
518
Darwin Wealth Management
Florida
$34K +$36.9K +1,720 New
SFPG
519
Stonebridge Financial Planning Group
Florida
$33K
FHA
520
First Horizon Advisors
Tennessee
$32K
IF
521
Ironwood Financial
Arizona
$32K
FA
522
Forefront Analytics
Pennsylvania
$31.2K +$33K +1,540 New
VCP
523
Verus Capital Partners
Arizona
$31K +$32.7K +1,525 New
CFA
524
Carroll Financial Associates
North Carolina
$30K
ST
525
Smithfield Trust
Pennsylvania
$30K +$7.5K +350 +30%

FTNT Hedge Fund Activity: Q1 2020 in Review

592 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q1 2020, worth a combined $12B — down 8.7% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of FTNT and 70 opened new positions — a net loss of 25 holders — while 238 trimmed existing stakes and 195 added.

The largest buyer was Whale Rock Capital Management, adding an estimated $100M. The largest seller was Two Sigma Investments, cutting an estimated $128M.

  • 592 institutional investors held Fortinet (FTNT) as of Q1 2020, down from 620 in Q4 2019.
  • Funds reported $12B of Fortinet stock for Q1 2020, down 8.7% quarter-over-quarter.
  • 70 funds opened new Fortinet positions in Q1 2020 and 95 closed out, a net change of -25 holders.
  • The largest Fortinet buyer in Q1 2020 was Whale Rock Capital Management, an estimated $100M added.
  • The largest Fortinet seller in Q1 2020 was Two Sigma Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2020.