We are live on ! Find out more
FTNT icon

Fortinet
FTNT

976 hedge funds and large institutions have $39B invested in Fortinet in 2021 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 335 increasing their positions, 331 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 78

38% more funds holding in top 10

Funds holding in top 10: 26 → 36 (+10)

20% more call options, than puts

Call options by funds: $492M | Put options by funds: $410M

20% more capital invested

Capital invested by funds: $32.6B → $39B (+$6.4B)

13% more funds holding

Funds holding: 867 → 976 (+109)

1% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 331

8.55% less ownership

Funds ownership: 341.47% → 332.92% (-8.6%)

Holders
976
Holders Change
+109
Holders Change %
+12.57%
% of All Funds
15.02%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.55%
New
200
Increased
335
Reduced
331
Closed
78
Calls
$492M
Puts
$410M
Net Calls
+$81.8M
Net Calls Change
+$31.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$152M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$113M
3
First Trust Advisors
First Trust Advisors
Illinois
+$93.6M
4
ProShare Advisors
ProShare Advisors
Maryland
+$92.2M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$88.7M

Top Sellers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
-$563M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$152M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$129M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$88.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
801
Sanford Advisory Services
Michigan
$226K +$207K +3,150 New
TCBWMS
802
Texas Capital Bank Wealth Management Services
Texas
$226K +$207K +3,150 New
IIM
803
Ipswich Investment Management
Massachusetts
$225K +$206K +3,125 New
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$224K +$205K +3,115 New
CAN
805
Claraphi Advisory Network
United States
$224K +$205K +3,120 New
PCM
806
Penserra Capital Management
California
$223K +$40.1K +610 +24%
ARC
807
Advisor Resource Council
Texas
$221K +$202K +3,075 New
MC
808
Manteio Capital
New Jersey
$220K +$201K +3,060 New
NCM
809
Noesis Capital Mangement
Florida
$220K +$202K +3,065 New
FNBOO
810
First National Bank of Omaha
Nebraska
$219K -$87.5K -1,330 -30%
JWCA
811
J.W. Cole Advisors
Florida
$218K -$30.9K -470 -13%
LSA
812
L & S Advisors
California
$217K -$1.37M -20,800 -87%
RCM
813
Radnor Capital Management
Pennsylvania
$216K +$197K +3,000 New
QC
814
QCM Cayman
Texas
$216K +$198K +3,010 New
JWCA
815
J.W. Coons Advisors
Ohio
$213K +$195K +2,960 New
BTWM
816
Baker Tilly Wealth Management
Wisconsin
$213K +$195K +2,965 New
ACP
817
Aveo Capital Partners
Colorado
$212K +$194K +2,945 New
FLPIM
818
F.L. Putnam Investment Management
Massachusetts
$210K +$192K +2,915 New
AO
819
Advisor OS
Illinois
$210K +$193K +2,940 New
DSC
820
Duncker Streett & Co
Missouri
$207K – – –
PWA
821
Pillar Wealth Advisors
Pennsylvania
$206K +$189K +2,870 New
GAM
822
Garrison Asset Management
Arkansas
$204K +$187K +2,840 New
CWM
823
Cornerstone Wealth Management
Missouri
$202K +$186K +2,825 New
MTWM
824
Masso Torrence Wealth Management
New Jersey
$201K +$184K +2,800 New
NFG
825
Next Financial Group
Texas
$193K -$68.1K -1,035 -28%
31 32
33
34 35

FTNT Hedge Fund Activity: Q4 2021 in Review

976 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q4 2021, worth a combined $39B — up 20% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new FTNT positions and 78 closed out — a net gain of 122 holders — while 335 added to existing stakes and 331 trimmed.

The largest buyer was BlackRock, adding an estimated $152M. The largest seller was Altshuler Shaham, cutting an estimated $563M.

  • 976 institutional investors held Fortinet (FTNT) as of Q4 2021, up from 867 in Q3 2021.
  • Funds reported $39B of Fortinet stock for Q4 2021, up 20% quarter-over-quarter.
  • 200 funds opened new Fortinet positions in Q4 2021 and 78 closed out, a net change of +122 holders.
  • The largest Fortinet buyer in Q4 2021 was BlackRock, an estimated $152M added.
  • The largest Fortinet seller in Q4 2021 was Altshuler Shaham, an estimated $563M sold.

Based on aggregated 13F filings for Q4 2021.