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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
LS
951
Leelyn Smith
Illinois
$5K – – –
PCMC
952
Paragon Capital Management (Colorado)
Colorado
$5K +$4.61K +70 New
BWA
953
BDO Wealth Advisors
Florida
$4K – – –
JFA
954
JNBA Financial Advisors
Minnesota
$4K – – –
VNA
955
Valley National Advisers
Pennsylvania
$4K – – –
CSB
956
City State Bank
Iowa
$4K +$3.29K +50 New
SC
957
Sierra Capital
Florida
$4K +$3.29K +50 New
WTA
958
Washington Trust Advisors
Massachusetts
$4K +$3.62K +55 New
HVM
959
Harvest Volatility Management
Connecticut
$3.56K +$3.26M +49,480 New
GI
960
Gradient Investments
Minnesota
$3K – – –
PP
961
Pacifica Partners
Canada
$3K – – –
SIS
962
Sound Income Strategies
Florida
$3K – – –
AWM
963
Avior Wealth Management
Nebraska
$2K – – –
MFA
964
McClarren Financial Advisors
Pennsylvania
$2K – – –
BA
965
Bivin & Associates
Oklahoma
$2K +$1.65K +25 New
CAC
966
Core Alternative Capital
Georgia
$2K +$1.97K +30 New
HNWAG
967
High Net Worth Advisory Group
Florida
$2K +$1.97K +30 New
CQS
968
Credential Qtrade Securities
$1.44K +$1.32K +20 New
LF
969
Lee Financial
Texas
$1K +$658 +10 New
CCA
970
Column Capital Advisors
Indiana
$1K +$987 +15 New
KFP
971
KB Financial Partners
New Jersey
$1K +$987 +15 New
CSWM
972
Cassady Schiller Wealth Management
Ohio
$1K +$1.32K +20 New
WA
973
WestEnd Advisors
North Carolina
$359 +$329 +5 New
BBHC
974
Brown Brothers Harriman & Co
New York
$180 – – –
CP
975
Castleview Partners
Texas
$36 +$4.26M +64,690 New
37 38
39
40 41

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.