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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
IWM
651
IHT Wealth Management
Illinois
$211K -$79.6K -1,865 -30%
CTC
652
Central Trust Company
Missouri
$209K -$28K -655 -13%
QPWM
653
Quadrant Private Wealth Management
Pennsylvania
$206K +$184K +4,320 New
BPA
654
Beacon Pointe Advisors
California
$206K +$185K +4,325 New
PPW
655
Parcion Private Wealth
Washington
$204K +$183K +4,290 New
OIA
656
OneDigital Investment Advisors
Kansas
$203K +$182K +4,265 New
RIA
657
Realta Investment Advisors
Delaware
$201K +$180K +4,210 New
PMFA
658
Plante Moran Financial Advisors
Michigan
$200K +$13.2K +310 +8%
GFP
659
Gryphon Financial Partners
Ohio
$200K +$218K +5,110 New
CFD
660
Creative Financial Designs
Indiana
$192K
SAM
661
Shell Asset Management
Netherlands
$191K +$1.49K +35 +0.9%
AF
662
Advisornet Financial
Minnesota
$190K +$4.7K +110 +3%
FNBOSM
663
First National Bank of South Miami
Florida
$188K +$5.76K +135 +4%
Loomis, Sayles & Company
664
Loomis, Sayles & Company
Massachusetts
$184K -$36.5K -855 -18%
SFO
665
Standard Family Office
South Dakota
$184K
TFA
666
Toth Financial Advisory
Virginia
$179K +$640 +15 +0.4%
HWA
667
Heritage Wealth Advisors
Virginia
$179K
ETC
668
Exchange Traded Concepts
Oklahoma
$155K -$126K -2,945 -48%
FA
669
Financial Avengers
California
$143K
DSC
670
Duncker Streett & Co
Missouri
$137K
ME
671
McIlrath & Eck
Washington
$119K
BAM
672
Belpointe Asset Management
Nevada
$114K +$102K +2,390 New
PCM
673
Penserra Capital Management
California
$108K -$2.82M -66,105 -97%
ST
674
Smithfield Trust
Pennsylvania
$106K
FWM
675
Focused Wealth Management
New York
$100K

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.