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
EWA
526
Exencial Wealth Advisors
Oklahoma
$505K
BAM
527
Barrett Asset Management
New York
$500K
GTAM
528
Global Trust Asset Management
Florida
$500K +$448K +10,500 New
IB
529
Intrust Bank
Kansas
$499K -$22K -515 -5%
PP
530
Patron Partners
Texas
$497K +$19.6K +460 +5%
BO
531
BRR OpCo
Ohio
$491K
WAAG
532
Wealth Alliance Advisory Group
Kansas
$488K
SMF
533
Sterling Manor Financial
New York
$488K +$437K +10,245 New
E
534
Ergoteles
New York
$488K +$438K +10,250 New
TWI
535
Thomas White International
Illinois
$484K
SI
536
Stephens Inc
Arkansas
$483K -$10.9K -255 -2%
WFC
537
Western Financial Corp
California
$478K +$428K +10,030 New
WWM
538
Windsor Wealth Management
Indiana
$476K
KPWS
539
Kestra Private Wealth Services
Texas
$476K +$43.3K +1,015 +11%
CCG
540
Ceeto Capital Group
Florida
$476K +$427K +10,000 New
CP
541
Covenant Partners
Tennessee
$474K
RWM
542
Ritholtz Wealth Management
New York
$469K +$421K +9,855 New
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$459K +$23.3K +545 +6%
Fifth Third Bancorp
544
Fifth Third Bancorp
Ohio
$457K +$49.9K +1,170 +14%
QCG
545
Quadrant Capital Group
Ohio
$456K -$100K -2,350 -20%
PFWA
546
Paces Ferry Wealth Advisors
Georgia
$450K +$6.4K +150 +2%
SW
547
SteelPeak Wealth
California
$447K -$23.9K -560 -6%
WB
548
WesBanco Bank
West Virginia
$447K +$16K +375 +4%
SS
549
Sunbelt Securities
Texas
$444K -$74.3K -1,740 -17%
Neuberger Berman Group
550
Neuberger Berman Group
New York
$440K +$676K +15,840 New

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.