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Fortinet

730 hedge funds and large institutions have $21.5B invested in Fortinet in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 277 increasing their positions, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

31% more capital invested

Capital invested by funds: $16.4B → $21.5B (+$5.13B)

25% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 69

19.2% more ownership

Funds ownership: 339.32%358.52% (+19%)

1% more funds holding

Funds holding: 720730 (+10)

4% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 266

22% less call options, than puts

Call options by funds: $132M | Put options by funds: $170M

Holders
730
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
12.82%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
277
Reduced
266
Closed
69
Calls
$132M
Puts
$170M
Net Calls
-$37.9M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.89B -$37.1M -1,134,395 -1%
BlackRock
2
BlackRock
New York
$1.99B +$8.25M +252,285 +0.5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.78B +$1.48B +45,133,505 +1,472%
State Street
4
State Street
Massachusetts
$957M -$24.2M -739,075 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$824M +$524M +16,025,060 +254%
Ameriprise
6
Ameriprise
Minnesota
$754M -$125M -3,806,585 -16%
AllianceBernstein
7
AllianceBernstein
Tennessee
$730M -$110M -3,355,520 -15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$487M +$8.58M +262,360 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$483M +$237M +7,246,375 +124%
Renaissance Technologies
10
Renaissance Technologies
New York
$447M -$183M -5,579,000 -32%
UBS AM
11
UBS AM
Illinois
$332M +$2.54M +77,710 +0.9%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$310M -$27.2M -832,635 -9%
Invesco
13
Invesco
Georgia
$295M +$57.8M +1,767,570 +28%
AS
14
Altshuler Shaham
Israel
$276M +$12.4M +380,445 +5%
Northern Trust
15
Northern Trust
Illinois
$274M -$3.2M -97,740 -1%
Bank of America
16
Bank of America
North Carolina
$257M +$36.1M +1,104,945 +19%
Legal & General Group
17
Legal & General Group
United Kingdom
$235M +$460K +14,075 +0.2%
Allianz Asset Management
18
Allianz Asset Management
Germany
$194M +$45.9M +1,402,770 +36%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$190M -$27.8M -850,460 -12%
Norges Bank
20
Norges Bank
Norway
$182M -$71.8M -2,194,895 -31%
ACM
21
American Capital Management
New York
$173M -$2.7M -82,675 -2%
Morgan Stanley
22
Morgan Stanley
New York
$172M +$8.75M +267,435 +6%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$165M -$28M -855,450 -16%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$164M -$8.01M -244,835 -6%
CAM
25
Congress Asset Management
Massachusetts
$146M -$5.56M -169,985 -4%

FTNT Hedge Fund Activity: Q1 2021 in Review

730 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q1 2021, worth a combined $21.5B — up 31% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTNT positions and 69 closed out — a net gain of 17 holders — while 277 added to existing stakes and 266 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.48B. The largest seller was Renaissance Technologies, cutting an estimated $183M.

  • 730 institutional investors held Fortinet (FTNT) as of Q1 2021, up from 720 in Q4 2020.
  • Funds reported $21.5B of Fortinet stock for Q1 2021, up 31% quarter-over-quarter.
  • 86 funds opened new Fortinet positions in Q1 2021 and 69 closed out, a net change of +17 holders.
  • The largest Fortinet buyer in Q1 2021 was T. Rowe Price Associates, an estimated $1.48B added.
  • The largest Fortinet seller in Q1 2021 was Renaissance Technologies, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2021.