We are live on ! Find out more
FTNT icon

Fortinet

1,102 hedge funds and large institutions have $39.4B invested in Fortinet in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 391 increasing their positions, 378 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 62

33% more call options, than puts

Call options by funds: $348M | Put options by funds: $262M

14% more capital invested

Capital invested by funds: $34.7B → $39.4B (+$4.76B)

11% more funds holding

Funds holding: 9901,102 (+112)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

3% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 378

0.05% less ownership

Funds ownership: 66.56%66.51% (-0.05%)

Holders
1,102
Holders Change
+112
Holders Change %
+11.31%
% of All Funds
17.3%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
182
Increased
391
Reduced
378
Closed
62
Calls
$348M
Puts
$262M
Net Calls
+$85.8M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
M
926
Mirova
France
$203K -$303K -4,459 -62%
EWA
927
EP Wealth Advisors
California
$201K +$1.39M +20,460 New
UF
928
Univest Financial
Pennsylvania
$200K +$180K +2,650 New
JCM
929
Jacobi Capital Management
Pennsylvania
$200K +$180K +2,649 New
First Manhattan
930
First Manhattan
New York
$199K
AF
931
Allworth Financial
California
$197K -$1.36K -20 -0.8%
PTC
932
Private Trust Company
Ohio
$193K +$65.3K +961 +60%
HCP
933
Hexagon Capital Partners
Arkansas
$188K -$816 -12 -0.5%
CA
934
Crewe Advisors
Utah
$178K +$17.2K +253 +12%
GTAM
935
Global Trust Asset Management
Florida
$178K +$20.4K +300 +15%
EDRH
936
Edmond de Rothschild Holding
Switzerland
$175K +$42.5K +625 +37%
TCOV
937
Trust Company of Vermont
Vermont
$174K +$156K +2,300 New
KI
938
Kapitalo Investimentos
Brazil
$164K +$148K +2,171 New
BC
939
Bartlett & Co
Ohio
$164K -$3.06K -45 -2%
BCWM
940
Bartlett & Co Wealth Management
Ohio
$164K -$3.06K -45 -2%
CTC
941
Central Trust Company
Missouri
$161K +$16.3K +239 +13%
HF
942
Halpern Financial
Virginia
$161K
GWSG
943
GPS Wealth Strategies Group
Colorado
$160K
FWM
944
Focused Wealth Management
New York
$159K
LFG
945
Larson Financial Group
Missouri
$156K +$18.6K +273 +15%
C
946
Covestor
United Kingdom
$153K -$2.18K -32 -2%
AA
947
Alta Advisers
United Kingdom
$151K
WBC
948
Westpac Banking Corp
Australia
$149K +$134K +1,975 New
PO
949
Private Ocean
California
$146K +$131K +1,930 New
AWM
950
AllSquare Wealth Management
New York
$144K +$20.4K +300 +17%

FTNT Hedge Fund Activity: Q2 2023 in Review

1,102 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q2 2023, worth a combined $39.4B — up 14% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new FTNT positions and 62 closed out — a net gain of 120 holders — while 391 added to existing stakes and 378 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $350M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $514M.

  • 1,102 institutional investors held Fortinet (FTNT) as of Q2 2023, up from 990 in Q1 2023.
  • Funds reported $39.4B of Fortinet stock for Q2 2023, up 14% quarter-over-quarter.
  • 182 funds opened new Fortinet positions in Q2 2023 and 62 closed out, a net change of +120 holders.
  • The largest Fortinet buyer in Q2 2023 was Fidelity Investments, an estimated $350M added.
  • The largest Fortinet seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $514M sold.

Based on aggregated 13F filings for Q2 2023.