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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
HI
676
Hoey Investments
Pennsylvania
$93K +$83.2K +1,950 New
GAM
677
Gemmer Asset Management
California
$90K -$3.2K -75 -4%
MA
678
Montag & Associates
Georgia
$89K
CFA
679
Carroll Financial Associates
North Carolina
$89K +$2.13K +50 +3%
EDRH
680
Edmond de Rothschild Holding
Switzerland
$86K
CI
681
CX Institutional
Indiana
$84K +$18.4K +430 +32%
ZB
682
Zions Bancorporation
Utah
$82K +$213 +5 +0.3%
AF
683
Allworth Financial
California
$81K
WAM
684
Wolverine Asset Management
Illinois
$81K +$72.8K +1,705 New
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$78K
TPCW
686
TD Private Client Wealth
New York
$77.2K +$13.9K +325 +25%
SFPG
687
Stonebridge Financial Planning Group
Florida
$77K
MCM
688
MV Capital Management
Maryland
$77K +$68.3K +1,600 +8,000%
IF
689
Ironwood Financial
Arizona
$76K
BCA
690
Berman Capital Advisors
Georgia
$75K +$7.04K +165 +12%
LWA
691
Lenox Wealth Advisors
New York
$73K -$4.7K -110 -7%
BCWM
692
Bartlett & Co Wealth Management
Ohio
$71.5K
BC
693
Bartlett & Co
Ohio
$71K
ST
694
Sageworth Trust
Pennsylvania
$71K +$64K +1,500 New
SWA
695
Sutton Wealth Advisors
Florida
$69.3K
BFEC
696
Benjamin F. Edwards & Company
Missouri
$69K -$23.5K -550 -28%
CWC
697
Carolinas Wealth Consulting
North Carolina
$65K -$2.99K -70 -5%
BFA
698
Brendel Financial Advisors
New Hampshire
$64K +$57.6K +1,350 New
HWMA
699
Heritage Wealth Management (Arizona)
Arizona
$61K -$14.9K -350 -21%
T
700
TOBAM
France
$60K -$46.7K -1,095 -47%

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.