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Fortinet

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: 2636 (+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: 867976 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
851
Signet Financial Management
New Jersey
$90K +$82.3K +1,250 New
EWA
852
EverSource Wealth Advisors
Alabama
$90K +$82.9K +1,260 New
KPCM
853
Kings Point Capital Management
New York
$88K +$23.4K +355 +41%
SFPG
854
Stonebridge Financial Planning Group
Florida
$85K
STCOSD
855
Sageworth Trust Company of South Dakota
South Dakota
$82K +$74.7K +1,135 New
CT
856
Caldwell Trust
Florida
$80.9K
GWSG
857
GPS Wealth Strategies Group
Colorado
$80K
TFP
858
Tilia Fiduciary Partners
North Carolina
$79K +$72.7K +1,105 New
TFO
859
Tarbox Family Office
California
$75K +$5.92K +90 +9%
CT
860
Cambridge Trust
Massachusetts
$74K +$67.5K +1,025 New
TCM
861
Tradewinds Capital Management
Washington
$72K
HFM
862
Hartford Financial Management
Connecticut
$60K +$54.6K +830 New
SWA
863
SOA Wealth Advisors
New York
$57K
NSB
864
Norway Savings Bank
Maine
$54K
GWS
865
Glassman Wealth Services
Virginia
$54K +$14.5K +220 +41%
FCA
866
FinTrust Capital Advisors
South Carolina
$53K
CFD
867
Creative Financial Designs
Indiana
$51K -$228K -3,470 -83%
PCG
868
Private Capital Group
Connecticut
$51K -$11.2K -170 -19%
TWA
869
TCI Wealth Advisors
Arizona
$51K
HNB
870
Huntington National Bank
Ohio
$45K +$6.58K +100 +19%
AA
871
Ancora Advisors
Ohio
$45K +$36.2K +550 +733%
NSIM
872
North Star Investment Management
Illinois
$45K +$41.1K +625 New
SC
873
Stephens Consulting
Michigan
$44.6K +$40.8K +620 New
RG
874
Retirement Group
California
$43K +$1.32K +20 +3%
CA
875
Crewe Advisors
Utah
$43K +$39.5K +600 New

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.