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Fortinet

381 hedge funds and large institutions have $4.6B invested in Fortinet in 2017 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 100 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 100

3% less call options, than puts

Call options by funds: $33.2M | Put options by funds: $34.3M

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

1% less funds holding

Funds holding: 386381 (-5)

5% less capital invested

Capital invested by funds: $4.86B → $4.6B (-$256M)

12.25% less ownership

Funds ownership: 361.45%349.2% (-12%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
381
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
9.5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
175
Reduced
100
Closed
53
Calls
$33.2M
Puts
$34.3M
Net Calls
-$1.08M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$526M +$33.7M +4,350,305 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$456M +$11.5M +1,490,255 +3%
HP
3
Hound Partners
New York
$177M -$40.5M -5,230,105 -18%
State Street
4
State Street
Massachusetts
$172M +$5.12M +660,270 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$169M +$28.1M +3,631,500 +19%
SV
6
Starboard Value
New York
$167M +$11.5M +1,485,930 +7%
Ameriprise
7
Ameriprise
Minnesota
$154M -$7.67M -990,090 -5%
ClearBridge Investments
8
ClearBridge Investments
New York
$144M -$178M -22,916,840 -54%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$129M +$15.1M +1,952,250 +13%
WA
10
Wasatch Advisors
Utah
$84.6M +$4.48M +578,355 +5%
Bank of America
11
Bank of America
North Carolina
$79M -$103M -13,254,215 -56%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$70.4M +$65.8M +8,492,630 +934%
UBS Group
13
UBS Group
Switzerland
$69M +$2.9M +374,235 +4%
Two Sigma Investments
14
Two Sigma Investments
New York
$68.6M -$18.9M -2,440,740 -21%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$68.1M -$2.19M -282,690 -3%
Jennison Associates
16
Jennison Associates
New York
$66M -$2.26M -291,785 -3%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$58.5M +$23M +2,963,000 +66%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$56.4M +$3.11M +401,475 +6%
Wells Fargo
19
Wells Fargo
California
$55.2M +$8.02M +1,035,510 +16%
Norges Bank
20
Norges Bank
Norway
$52.8M -$3.39M -438,050 -6%
Northern Trust
21
Northern Trust
Illinois
$50.9M +$464K +59,855 +0.9%
Citadel Advisors
22
Citadel Advisors
Florida
$49.9M +$9.35M +1,206,770 +22%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$46.1M +$1.62M +209,295 +4%
CIP
24
Champlain Investment Partners
Vermont
$44.8M +$2.05M +264,550 +5%
Deutsche Bank
25
Deutsche Bank
Germany
$43.6M +$15.3M +1,978,680 +52%

FTNT Hedge Fund Activity: Q2 2017 in Review

381 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q2 2017, worth a combined $4.6B — down 5.3% from $4.86B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTNT and 51 opened new positions — a net loss of 2 holders — while 100 trimmed existing stakes and 175 added.

The largest buyer was VOYA Investment Management, adding an estimated $65.8M. The largest seller was ClearBridge Investments, cutting an estimated $178M.

  • 381 institutional investors held Fortinet (FTNT) as of Q2 2017, down from 386 in Q1 2017.
  • Funds reported $4.6B of Fortinet stock for Q2 2017, down 5.3% quarter-over-quarter.
  • 51 funds opened new Fortinet positions in Q2 2017 and 53 closed out, a net change of -2 holders.
  • The largest Fortinet buyer in Q2 2017 was VOYA Investment Management, an estimated $65.8M added.
  • The largest Fortinet seller in Q2 2017 was ClearBridge Investments, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2017.