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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
AWA
926
Amplius Wealth Advisors
Pennsylvania
$12K +$11.8K +180 New
CCMW
927
Cypress Capital Management (Wyoming)
Wyoming
$11K
JWM
928
Janiczek Wealth Management
Colorado
$11K +$1.32K +20 +15%
RFA
929
Reilly Financial Advisors
California
$11K +$6.91K +105 +210%
AAP
930
Arax Advisory Partners
Colorado
$10K -$3.29K -50 -26%
BWM
931
BerganKDV Wealth Management
Minnesota
$10K
ODG
932
O'Dell Group
Ohio
$10K
BFC
933
Bedel Financial Consulting
Indiana
$10K +$9.54K +145 New
AIC
934
Archer Investment Corporation
Indiana
$9.34K +$8.55K +130 New
BWM
935
Baystate Wealth Management
Massachusetts
$9K -$3.29K -50 -29%
BAM
936
Bellevue Asset Management
Washington
$9K
SIAP
937
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
AIP
938
Ahrens Investment Partners
Louisiana
$9K +$8.23K +125 New
PGAM
939
Princeton Global Asset Management
New Jersey
$9K +$8.55K +130 New
TAM
940
Tucker Asset Management
Colorado
$8.99K +$8.23K +125 New
DWP
941
Destiny Wealth Partners
Florida
$8K
SCA
942
Stonebridge Capital Advisors
Minnesota
$8K
TSWM
943
Tyler-Stone Wealth Management
Ohio
$8K +$7.57K +115 New
LPWM
944
Lake Point Wealth Management
Texas
$7K
SC
945
Schubert & Co
Texas
$7K +$6.25K +95 New
CWM
946
Curi Wealth Management
North Carolina
$7K +$7.24K +110 New
FMP
947
Financial Management Professionals
Texas
$6K
TSW
948
Thompson Siegel & Walmsley
Virginia
$6K
EBA
949
Eagle Bay Advisors
New York
$6K +$658 +10 +14%
CFN
950
Cordasco Financial Network
Florida
$5K

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.