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Fortinet

386 hedge funds and large institutions have $4.86B invested in Fortinet in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 42

76% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $20.2M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $3.76B → $4.86B (+$1.09B)

7% more funds holding

Funds holding: 362386 (+24)

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 132

0.73% more ownership

Funds ownership: 360.72%361.45% (+0.73%)

Holders
386
Holders Change
+24
Holders Change %
+6.63%
% of All Funds
9.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
76
Increased
138
Reduced
132
Closed
42
Calls
$35.5M
Puts
$20.2M
Net Calls
+$15.4M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$505M +$460M +64,981,180 +7,160%
Vanguard Group
2
Vanguard Group
Pennsylvania
$456M +$19.9M +2,818,335 +5%
ClearBridge Investments
3
ClearBridge Investments
New York
$324M +$64.8M +9,155,480 +28%
HP
4
Hound Partners
New York
$222M +$686K +97,005 +0.3%
Bank of America
5
Bank of America
North Carolina
$183M -$92.2M -13,039,590 -35%
State Street
6
State Street
Massachusetts
$171M +$4.2M +593,405 +3%
Ameriprise
7
Ameriprise
Minnesota
$165M +$8.92M +1,260,790 +6%
SV
8
Starboard Value
New York
$160M +$148M +20,867,120 New
Renaissance Technologies
9
Renaissance Technologies
New York
$146M +$41.6M +5,886,500 +45%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$118M -$464K -65,555 -0.4%
Two Sigma Investments
11
Two Sigma Investments
New York
$89M +$8.1M +1,145,555 +11%
WA
12
Wasatch Advisors
Utah
$82.2M -$9.3M -1,315,335 -11%
MWNA
13
Marshall Wace North America
New York
$77.4M +$72M +10,183,935 New
Two Sigma Advisers
14
Two Sigma Advisers
New York
$71.9M +$31.6M +4,461,635 +91%
Jennison Associates
15
Jennison Associates
New York
$69.8M -$3.2M -452,050 -5%
UBS Group
16
UBS Group
Switzerland
$67.8M -$693K -98,010 -1%
Norges Bank
17
Norges Bank
Norway
$57.5M +$16.5M +2,339,535 +45%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$54.7M -$15.9M -2,254,905 -24%
Northern Trust
19
Northern Trust
Illinois
$51.7M -$471K -66,645 -1%
Wells Fargo
20
Wells Fargo
California
$48.6M +$12.1M +1,714,410 +37%
GTP
21
Global Thematic Partners
New York
$48.2M +$3.59M +508,155 +9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$45.6M +$4.18M +591,230 +11%
CIP
23
Champlain Investment Partners
Vermont
$43.8M +$4.57M +646,675 +13%
FCM
24
Frontier Capital Management
Massachusetts
$42.7M -$3.37M -476,195 -8%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$42.1M -$2.77M -391,335 -7%

FTNT Hedge Fund Activity: Q1 2017 in Review

386 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q1 2017, worth a combined $4.86B — up 29% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTNT positions and 42 closed out — a net gain of 34 holders — while 138 added to existing stakes and 132 trimmed.

The largest buyer was BlackRock, adding an estimated $460M. The largest seller was Eminence Capital, exiting entirely with an estimated $94.2M sold.

  • 386 institutional investors held Fortinet (FTNT) as of Q1 2017, up from 362 in Q4 2016.
  • Funds reported $4.86B of Fortinet stock for Q1 2017, up 29% quarter-over-quarter.
  • 76 funds opened new Fortinet positions in Q1 2017 and 42 closed out, a net change of +34 holders.
  • The largest Fortinet buyer in Q1 2017 was BlackRock, an estimated $460M added.
  • The largest Fortinet seller in Q1 2017 was Eminence Capital, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2017.