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Fortinet
FTNT

951 hedge funds and large institutions have $26.1B invested in Fortinet in 2022 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 300 increasing their positions, 376 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 75

40% more call options, than puts

Call options by funds: $270M | Put options by funds: $193M

7% more funds holding

Funds holding: 890 → 951 (+61)

2.75% more ownership

Funds ownership: 64.95% → 67.71% (+2.8%)

4% more capital invested

Capital invested by funds: $25B → $26.1B (+$1.07B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

20% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 376

Holders
951
Holders Change
+61
Holders Change %
+6.85%
% of All Funds
15.29%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.31%
New
156
Increased
300
Reduced
376
Closed
75
Calls
$270M
Puts
$193M
Net Calls
+$76.7M
Net Calls Change
+$66.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$463M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$371M
3
AIM
Alphinity Investment Management
Australia
+$209M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$181M
5
Swedbank
Swedbank
Sweden
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$459M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$140M
3
Marshall Wace
Marshall Wace
United Kingdom
-$122M
4
Holocene Advisors
Holocene Advisors
New York
-$115M
5
Ameriprise
Ameriprise
Minnesota
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
926
Schubert & Co
Texas
$1.86K -$782 -15 -28%
DI
927
Disciplined Investments
Oklahoma
$1.71K -$313 -6 -15%
HNWAG
928
High Net Worth Advisory Group
Florida
$1.47K – – –
TIM
929
Tortoise Investment Management
New York
$1.47K +$1.56K +30 New
AAP
930
Arax Advisory Partners
Colorado
$1.22K – – –
TCM
931
Tradewinds Capital Management
Washington
$1.22K +$1.3K +25 New
GWSA
932
Global Wealth Strategies & Associates
Colorado
$1.08K +$1.15K +22 New
SIC
933
SJS Investment Consulting
Ohio
$1.03K -$4.33K -83 -80%
CWM
934
CarsonAllaria Wealth Management
Illinois
$1K +$1.04K +20 New
CHA
935
Carmichael Hill & Associates
Maryland
$978 – – –
FGAM
936
Financial Gravity Asset Management
Texas
$973 +$2.55K +49 New
CCM
937
Cribstone Capital Management
Maine
$782 +$313 +6 +60%
NMG
938
New Millennium Group
Utah
$733 – – –
TCWA
939
Ten Capital Wealth Advisors
Washington
$733 +$782 +15 New
MSCM
940
McElhenny Sheffield Capital Management
Texas
$684 +$730 +14 New
TFM
941
TFC Financial Management
Massachusetts
$538 – – –
TWD
942
True Wealth Design
Ohio
$489 +$521 +10 New
MYAM
943
Meiji Yasuda Asset Management
Japan
$472 +$14.6K +280 +3%
FSWA
944
Financial Synergies Wealth Advisors
Texas
$245 – – –
LWANC
945
Laurel Wealth Advisors (North Carolina)
North Carolina
$245 +$261 +5 New
WA
946
WestEnd Advisors
North Carolina
$196 -$52 -1 -20%
TWP
947
TFO Wealth Partners
Ohio
$153 +$261 +5 New
Holocene Advisors
948
Holocene Advisors
New York
– -$115M -2,330,559 Closed
ProShare Advisors
949
ProShare Advisors
Maryland
– -$39.6M -805,783 Closed
WP
950
Woodline Partners
California
– -$28.8M -585,738 Closed
36 37
38
39 40