We are live on ! Find out more
FTNT icon

Fortinet

677 hedge funds and large institutions have $13.2B invested in Fortinet in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 242 increasing their positions, 263 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 263

8% less call options, than puts

Call options by funds: $114M | Put options by funds: $125M

4% less funds holding

Funds holding: 702677 (-25)

5.44% less ownership

Funds ownership: 351.66%346.23% (-5.4%)

15% less capital invested

Capital invested by funds: $15.6B → $13.2B (-$2.42B)

18% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 102

73% less funds holding in top 10

Funds holding in top 10: 154 (-11)

Holders
677
Holders Change
-25
Holders Change %
-3.56%
% of All Funds
13.66%
Holding in Top 10
4
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-73.33%
% of All Funds
0.08%
New
84
Increased
242
Reduced
263
Closed
102
Calls
$114M
Puts
$125M
Net Calls
-$10.1M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Bartlett & Co
Ohio
$35K
HFM
602
Harvest Fund Management
China
$33K -$327K -12,650 -90%
SWA
603
Sutton Wealth Advisors
Florida
$32.8K
TPCW
604
TD Private Client Wealth
New York
$29.1K -$904 -35 -3%
CT
605
Caldwell Trust
Florida
$26.5K
LWM
606
Liberty Wealth Management
California
$26K -$2.19K -85 -7%
AIM
607
AIA Investment Management
Singapore
$26K
SL
608
Savior LLC
Massachusetts
$25K
TCM
609
Tradewinds Capital Management
Washington
$24K
BAMF
610
BI Asset Management Fondsmaeglerselskab
Denmark
$23K +$25.2K +975 New
FHC
611
First Horizon Corporation
Tennessee
$23K +$25.8K +1,000 New
ZB
612
Zions Bancorporation
Utah
$21K +$21.8K +845 +1,408%
NSB
613
Norway Savings Bank
Maine
$18K +$19.4K +750 New
EI
614
Ellevest Inc
New York
$17K -$1.55K -60 -8%
RG
615
Retirement Group
California
$14K +$129 +5 +0.9%
CI
616
CX Institutional
Indiana
$13K -$2.45K -95 -14%
VFA
617
Valeo Financial Advisors
Indiana
$13K -$129 -5 -0.9%
BCA
618
Berman Capital Advisors
Georgia
$13K
JWM
619
Jeppson Wealth Management
California
$13K +$14.2K +550 New
PFS
620
Prospera Financial Services
Texas
$12K -$1M -38,725 -99%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$6.2K -240 -32%
SIA
622
SeaBridge Investment Advisors
New Jersey
$12K
GEA
623
Glen Eagle Advisors
New Jersey
$11.8K
EARNEST Partners
624
EARNEST Partners
Georgia
$11K
GRP
625
Global Retirement Partners
California
$11K

FTNT Hedge Fund Activity: Q3 2020 in Review

677 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q3 2020, worth a combined $13.2B — down 15% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of FTNT and 84 opened new positions — a net loss of 18 holders — while 263 trimmed existing stakes and 242 added.

The largest buyer was AllianceBernstein, adding an estimated $428M. The largest seller was Renaissance Technologies, cutting an estimated $172M.

  • 677 institutional investors held Fortinet (FTNT) as of Q3 2020, down from 702 in Q2 2020.
  • Funds reported $13.2B of Fortinet stock for Q3 2020, down 15% quarter-over-quarter.
  • 84 funds opened new Fortinet positions in Q3 2020 and 102 closed out, a net change of -18 holders.
  • The largest Fortinet buyer in Q3 2020 was AllianceBernstein, an estimated $428M added.
  • The largest Fortinet seller in Q3 2020 was Renaissance Technologies, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2020.