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Fortinet

425 hedge funds and large institutions have $6.31B invested in Fortinet in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 125 increasing their positions, 148 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

38% more call options, than puts

Call options by funds: $43M | Put options by funds: $31.1M

25% more capital invested

Capital invested by funds: $5.06B → $6.31B (+$1.25B)

17.73% more ownership

Funds ownership: 332.96%350.69% (+18%)

6% more funds holding

Funds holding: 400425 (+25)

16% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 148

Holders
425
Holders Change
+25
Holders Change %
+6.25%
% of All Funds
9.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
88
Increased
125
Reduced
148
Closed
54
Calls
$43M
Puts
$31.1M
Net Calls
+$11.9M
Net Calls Change
+$8.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$742M +$2.71M +277,825 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$680M +$4.41M +452,770 +0.7%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$320M +$111M +11,357,475 +61%
Renaissance Technologies
4
Renaissance Technologies
New York
$257M +$18.6M +1,912,000 +9%
State Street
5
State Street
Massachusetts
$246M -$8.93M -916,895 -4%
ClearBridge Investments
6
ClearBridge Investments
New York
$204M +$943K +96,845 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$197M +$18.1M +1,860,850 +11%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$173M -$2.9M -297,955 -2%
BHG
9
Blue Harbour Group
Connecticut
$147M +$133M +13,698,945 New
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$114M +$4.58M +470,385 +5%
WA
11
Wasatch Advisors
Utah
$106M +$795K +81,580 +0.8%
UBS Group
12
UBS Group
Switzerland
$91.9M -$9.28M -952,540 -10%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$87M +$28.7M +2,945,305 +57%
Deutsche Bank
14
Deutsche Bank
Germany
$86.3M +$52.3M +5,370,480 +200%
Bank of America
15
Bank of America
North Carolina
$84.5M -$6.16M -632,340 -7%
Prudential Financial
16
Prudential Financial
New Jersey
$79.6M +$1.84M +189,130 +3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$72.1M +$50.4M +5,172,935 +333%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$71.2M -$6.36M -653,055 -9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$70.9M +$1.3M +133,380 +2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$70.6M +$19.7M +2,017,315 +44%
Northern Trust
21
Northern Trust
Illinois
$67.6M -$250K -25,630 -0.4%
Goldman Sachs
22
Goldman Sachs
New York
$66.3M +$31.8M +3,265,975 +112%
Wells Fargo
23
Wells Fargo
California
$59.4M +$9.97M +1,023,025 +23%
ACM
24
American Capital Management
New York
$56M +$1.01M +103,230 +2%
CS
25
Credit Suisse
Switzerland
$55.8M +$6.92M +709,950 +16%

FTNT Hedge Fund Activity: Q1 2018 in Review

425 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q1 2018, worth a combined $6.31B — up 25% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new FTNT positions and 54 closed out — a net gain of 34 holders — while 125 added to existing stakes and 148 trimmed.

The largest buyer was Blue Harbour Group, opening a new position worth an estimated $133M. The largest seller was Starboard Value, exiting entirely with an estimated $154M sold.

  • 425 institutional investors held Fortinet (FTNT) as of Q1 2018, up from 400 in Q4 2017.
  • Funds reported $6.31B of Fortinet stock for Q1 2018, up 25% quarter-over-quarter.
  • 88 funds opened new Fortinet positions in Q1 2018 and 54 closed out, a net change of +34 holders.
  • The largest Fortinet buyer in Q1 2018 was Blue Harbour Group, an estimated $133M added.
  • The largest Fortinet seller in Q1 2018 was Starboard Value, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.