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Fortinet

502 hedge funds and large institutions have $11.1B invested in Fortinet in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 169 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

133% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 36

49% more capital invested

Capital invested by funds: $7.5B → $11.1B (+$3.64B)

10% more funds holding

Funds holding: 457502 (+45)

3.5% less ownership

Funds ownership: 360.77%357.27% (-3.5%)

11% less call options, than puts

Call options by funds: $94.6M | Put options by funds: $106M

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 190

Holders
502
Holders Change
+45
Holders Change %
+9.85%
% of All Funds
11.48%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
84
Increased
169
Reduced
190
Closed
36
Calls
$94.6M
Puts
$106M
Net Calls
-$11.3M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.31B +$2.77M +181,265 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B +$30.2M +1,973,180 +3%
State Street
3
State Street
Massachusetts
$425M +$18.9M +1,237,725 +6%
Renaissance Technologies
4
Renaissance Technologies
New York
$310M -$70.2M -4,590,000 -21%
ClearBridge Investments
5
ClearBridge Investments
New York
$280M -$1.86M -121,605 -0.8%
Ameriprise
6
Ameriprise
Minnesota
$241M -$61.2M -3,999,490 -23%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$228M -$99.2M -6,491,285 -34%
Goldman Sachs
8
Goldman Sachs
New York
$224M +$32.5M +2,126,765 +21%
AQR Capital Management
9
AQR Capital Management
Connecticut
$209M +$59M +3,861,720 +52%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$191M -$44.6M -2,917,670 -22%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$187M -$684K -44,705 -0.4%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$177M -$30.2M -1,973,955 -17%
JIM
13
Jupiter Investment Management
United Kingdom
$165M +$25.3M +1,651,440 +23%
UBS Group
14
UBS Group
Switzerland
$156M +$4.54M +297,110 +4%
UBS AM
15
UBS AM
Illinois
$149M +$17.2M +1,126,355 +16%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$144M +$6.44M +421,375 +6%
Bank of America
17
Bank of America
North Carolina
$143M -$8.26M -540,055 -7%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$142M +$26.6M +1,741,740 +29%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$142M -$9.74M -637,000 -8%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$139M -$37.5M -2,451,045 -24%
Prudential Financial
21
Prudential Financial
New Jersey
$132M -$1.27M -82,780 -1%
Northern Trust
22
Northern Trust
Illinois
$127M +$8.05M +526,350 +8%
Norges Bank
23
Norges Bank
Norway
$126M +$43.7M +2,860,820 +72%
AS
24
Altshuler Shaham
Israel
$125M +$21.8M +1,427,555 +27%
JP Morgan Chase
25
JP Morgan Chase
New York
$111M +$5.66M +370,305 +7%

FTNT Hedge Fund Activity: Q3 2018 in Review

502 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q3 2018, worth a combined $11.1B — up 49% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FTNT positions and 36 closed out — a net gain of 48 holders — while 169 added to existing stakes and 190 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $77.3M. The largest seller was Bank of New York Mellon, cutting an estimated $99.2M.

  • 502 institutional investors held Fortinet (FTNT) as of Q3 2018, up from 457 in Q2 2018.
  • Funds reported $11.1B of Fortinet stock for Q3 2018, up 49% quarter-over-quarter.
  • 84 funds opened new Fortinet positions in Q3 2018 and 36 closed out, a net change of +48 holders.
  • The largest Fortinet buyer in Q3 2018 was Jericho Capital Asset Management, an estimated $77.3M added.
  • The largest Fortinet seller in Q3 2018 was Bank of New York Mellon, an estimated $99.2M sold.

Based on aggregated 13F filings for Q3 2018.