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Fortinet

677 hedge funds and large institutions have $13.2B invested in Fortinet in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 242 increasing their positions, 263 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 263

8% less call options, than puts

Call options by funds: $114M | Put options by funds: $125M

4% less funds holding

Funds holding: 702677 (-25)

5.44% less ownership

Funds ownership: 351.66%346.23% (-5.4%)

15% less capital invested

Capital invested by funds: $15.6B → $13.2B (-$2.42B)

18% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 102

73% less funds holding in top 10

Funds holding in top 10: 154 (-11)

Holders
677
Holders Change
-25
Holders Change %
-3.56%
% of All Funds
13.66%
Holding in Top 10
4
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-73.33%
% of All Funds
0.08%
New
84
Increased
242
Reduced
263
Closed
102
Calls
$114M
Puts
$125M
Net Calls
-$10.1M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B -$53.2M -2,058,710 -2%
BlackRock
2
BlackRock
New York
$1.32B +$28.2M +1,092,620 +2%
State Street
3
State Street
Massachusetts
$644M -$21.1M -816,805 -3%
Ameriprise
4
Ameriprise
Minnesota
$558M -$3.63M -140,615 -0.6%
Renaissance Technologies
5
Renaissance Technologies
New York
$547M -$172M -6,655,000 -22%
AllianceBernstein
6
AllianceBernstein
Tennessee
$459M +$428M +16,590,090 +571%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$320M -$88.4M -3,422,315 -20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$305M +$2.35M +90,850 +0.7%
WRCM
9
Whale Rock Capital Management
Massachusetts
$230M -$74.4M -2,882,295 -23%
Northern Trust
10
Northern Trust
Illinois
$183M -$4.35M -168,370 -2%
Norges Bank
11
Norges Bank
Norway
$176M +$4.34M +168,105 +2%
Bank of America
12
Bank of America
North Carolina
$156M -$6.96M -269,595 -4%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$154M +$15.9M +614,080 +10%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$153M -$52.5M -2,034,290 -24%
AS
15
Altshuler Shaham
Israel
$150M +$16.7M +647,370 +11%
Legal & General Group
16
Legal & General Group
United Kingdom
$142M -$276K -10,700 -0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$132M +$3.42M +132,475 +2%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$131M -$4.86M -188,250 -3%
Invesco
19
Invesco
Georgia
$127M -$5.35M -207,080 -4%
Deutsche Bank
20
Deutsche Bank
Germany
$124M +$49.6M +1,919,770 +57%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$119M +$32.8M +1,268,340 +34%
ACM
22
American Capital Management
New York
$113M -$5.17M -200,150 -4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$113M -$32.4M -1,256,375 -21%
GT
24
Glenmede Trust
Pennsylvania
$107M -$8.67M -335,570 -7%
ClearBridge Investments
25
ClearBridge Investments
New York
$106M +$2.53M +98,020 +2%

FTNT Hedge Fund Activity: Q3 2020 in Review

677 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q3 2020, worth a combined $13.2B — down 15% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of FTNT and 84 opened new positions — a net loss of 18 holders — while 263 trimmed existing stakes and 242 added.

The largest buyer was AllianceBernstein, adding an estimated $428M. The largest seller was Renaissance Technologies, cutting an estimated $172M.

  • 677 institutional investors held Fortinet (FTNT) as of Q3 2020, down from 702 in Q2 2020.
  • Funds reported $13.2B of Fortinet stock for Q3 2020, down 15% quarter-over-quarter.
  • 84 funds opened new Fortinet positions in Q3 2020 and 102 closed out, a net change of -18 holders.
  • The largest Fortinet buyer in Q3 2020 was AllianceBernstein, an estimated $428M added.
  • The largest Fortinet seller in Q3 2020 was Renaissance Technologies, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2020.