We are live on ! Find out more
FTNT icon

Fortinet

1,109 hedge funds and large institutions have $33.9B invested in Fortinet in 2024 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 396 increasing their positions, 404 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 104

15% more capital invested

Capital invested by funds: $29.5B → $33.9B (+$4.4B)

4% more funds holding

Funds holding: 1,0621,109 (+47)

0.5% less ownership

Funds ownership: 65.53%65.03% (-0.5%)

2% less repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 404

9% less call options, than puts

Call options by funds: $455M | Put options by funds: $498M

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,109
Holders Change
+47
Holders Change %
+4.43%
% of All Funds
15.98%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
165
Increased
396
Reduced
404
Closed
104
Calls
$455M
Puts
$498M
Net Calls
-$42.5M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1076
Tortoise Investment Management
New York
$2.05K
PVH
1077
Psagot Value Holdings
Israel
$2K -$9.25K -139 -81%
CTA
1078
Colonial Trust Advisors
South Carolina
$1.71K -$2.6K -39 -61%
AAP
1079
Arax Advisory Partners
Colorado
$1.71K
TCM
1080
TruNorth Capital Management
Michigan
$1.71K +$1.66K +25 New
PA
1081
Pineridge Advisors
Missouri
$1.57K -$4.59K -69 -75%
GWSA
1082
Global Wealth Strategies & Associates
Colorado
$1.5K
CHA
1083
Carmichael Hill & Associates
Maryland
$1.44K
SHIM
1084
Stone House Investment Management
Pennsylvania
$1.44K +$1.4K +21 New
OP
1085
ORG Partners
Indiana
$1.42K +$200 +3 +17%
CWM
1086
CarsonAllaria Wealth Management
Illinois
$1.37K
VAG
1087
VisionPoint Advisory Group
Texas
$1.37K
A
1088
AlphaQuest
New York
$1.3K -$222K -3,330 -99%
HT
1089
Headlands Technologies
Illinois
$1.3K +$1.26K +19 New
IPW
1090
Impact Partnership Wealth
Georgia
$1.23K -$346K -5,194 -100%
TWD
1091
True Wealth Design
Ohio
$1.16K +$466 +7 +70%
BONH
1092
Bank of New Hampshire
New Hampshire
$1.02K
CWC
1093
Carolinas Wealth Consulting
North Carolina
$1.02K
CSWM
1094
Cassady Schiller Wealth Management
Ohio
$1.02K +$999 +15 New
FMP
1095
Financial Management Professionals
Texas
$1K
ECM
1096
Everence Capital Management
Indiana
$887
RAM
1097
Riggs Asset Management
Pennsylvania
$820 +$799 +12 New
DAM
1098
Delta Asset Management
Tennessee
$683
CAM
1099
ClariVest Asset Management
California
$471
CA
1100
Continuum Advisory
Idaho
$465 +$533 +8 New

FTNT Hedge Fund Activity: Q1 2024 in Review

1,109 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q1 2024, worth a combined $33.9B — up 15% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new FTNT positions and 104 closed out — a net gain of 61 holders — while 396 added to existing stakes and 404 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.03B. The largest seller was AllianceBernstein, cutting an estimated $818M.

  • 1,109 institutional investors held Fortinet (FTNT) as of Q1 2024, up from 1,062 in Q4 2023.
  • Funds reported $33.9B of Fortinet stock for Q1 2024, up 15% quarter-over-quarter.
  • 165 funds opened new Fortinet positions in Q1 2024 and 104 closed out, a net change of +61 holders.
  • The largest Fortinet buyer in Q1 2024 was T. Rowe Price Associates, an estimated $2.03B added.
  • The largest Fortinet seller in Q1 2024 was AllianceBernstein, an estimated $818M sold.

Based on aggregated 13F filings for Q1 2024.