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Fortinet

572 hedge funds and large institutions have $10.7B invested in Fortinet in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 212 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 43

21% more capital invested

Capital invested by funds: $8.81B → $10.7B (+$1.87B)

7% more funds holding

Funds holding: 536572 (+36)

2% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 207

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.89% less ownership

Funds ownership: 373.96%373.07% (-0.89%)

23% less call options, than puts

Call options by funds: $56.6M | Put options by funds: $73.8M

Holders
572
Holders Change
+36
Holders Change %
+6.72%
% of All Funds
12.38%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
83
Increased
212
Reduced
207
Closed
43
Calls
$56.6M
Puts
$73.8M
Net Calls
-$17.2M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
551
Glenmede Trust
Pennsylvania
$5.48K -$25.7K -1,610 -0.5%
MNBTD
552
Moody National Bank Trust Division
Texas
$5K -$9.3M -583,330 -100%
GWS
553
Glassman Wealth Services
Virginia
$5K
AIA
554
Alera Investment Advisors
Illinois
$5K +$1.04K +65 +26%
LPWM
555
Lake Point Wealth Management
Texas
$5K +$2.39K +150 +86%
BCA
556
Berman Capital Advisors
Georgia
$5K +$4.54K +285 +570%
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.18K +325 New
CCM
558
Covington Capital Management
California
$4K
PFBT
559
Parkside Financial Bank & Trust
Missouri
$4K +$478 +30 +14%
BGIM
560
Brandywine Global Investment Management
Pennsylvania
$4K +$3.51K +220 New
RFC
561
Regions Financial Corp
Alabama
$3K -$15.2K -955 -86%
CCMW
562
Cypress Capital Management (Wyoming)
Wyoming
$3K
TFS
563
TrustCore Financial Services
Tennessee
$3K
ED
564
Exane Derivatives
France
$2.18K
VFA
565
Valeo Financial Advisors
Indiana
$2K -$319 -20 -15%
TCOV
566
Trust Company of Vermont
Vermont
$2K +$1.59K +100 New
VCM
567
Versant Capital Management
Arizona
$2K +$2.79K +175 New
PCP
568
Proficio Capital Partners
Massachusetts
$1K -$80 -5 -8%
Fidelity International
569
Fidelity International
Bermuda
$1K +$1.27K +80 New
AA
570
Advisory Alpha
Michigan
$245 +$239 +15 New
William Blair Investment Management
571
William Blair Investment Management
Illinois
-$108M -7,632,515 Closed
RC
572
RGM Capital
Florida
-$30.5M -2,168,635 Closed
BIM
573
Bogle Investment Management
Massachusetts
-$12M -853,980 Closed
ANI
574
American National Insurance
Texas
-$7.87M -558,750 Closed
MC
575
Maverick Capital
Texas
-$7.11M -504,800 Closed

FTNT Hedge Fund Activity: Q1 2019 in Review

572 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q1 2019, worth a combined $10.7B — up 21% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FTNT positions and 43 closed out — a net gain of 40 holders — while 212 added to existing stakes and 207 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $102M. The largest seller was VOYA Investment Management, cutting an estimated $131M.

  • 572 institutional investors held Fortinet (FTNT) as of Q1 2019, up from 536 in Q4 2018.
  • Funds reported $10.7B of Fortinet stock for Q1 2019, up 21% quarter-over-quarter.
  • 83 funds opened new Fortinet positions in Q1 2019 and 43 closed out, a net change of +40 holders.
  • The largest Fortinet buyer in Q1 2019 was Arrowstreet Capital, an estimated $102M added.
  • The largest Fortinet seller in Q1 2019 was VOYA Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2019.