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Fortinet

1,102 hedge funds and large institutions have $39.4B invested in Fortinet in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 391 increasing their positions, 378 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 62

33% more call options, than puts

Call options by funds: $348M | Put options by funds: $262M

14% more capital invested

Capital invested by funds: $34.7B → $39.4B (+$4.76B)

11% more funds holding

Funds holding: 9901,102 (+112)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

3% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 378

0.05% less ownership

Funds ownership: 66.56%66.51% (-0.05%)

Holders
1,102
Holders Change
+112
Holders Change %
+11.31%
% of All Funds
17.3%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
182
Increased
391
Reduced
378
Closed
62
Calls
$348M
Puts
$262M
Net Calls
+$85.8M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.14B +$26M +383,027 +0.6%
BlackRock
2
BlackRock
New York
$3.76B -$102M -1,493,609 -3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.18B +$40.5M +595,952 +2%
State Street
4
State Street
Massachusetts
$1.97B +$44M +647,200 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.44B -$53.7M -790,415 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.16B +$350M +5,140,055 +50%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.04B -$95.9M -1,410,234 -9%
Ameriprise
8
Ameriprise
Minnesota
$757M -$44.4M -653,376 -6%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$688M +$165M +2,433,514 +36%
Morgan Stanley
10
Morgan Stanley
New York
$647M +$107M +1,576,676 +23%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$612M -$514M -7,563,784 -48%
Viking Global Investors
12
Viking Global Investors
Connecticut
$581M -$285M -4,186,097 -35%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$559M -$97.8M -1,438,556 -16%
Renaissance Technologies
14
Renaissance Technologies
New York
$552M +$73.1M +1,075,400 +17%
Swedbank
15
Swedbank
Sweden
$500M +$88.6M +1,302,662 +24%
Northern Trust
16
Northern Trust
Illinois
$491M -$14.4M -211,060 -3%
First Trust Advisors
17
First Trust Advisors
Illinois
$462M -$2.11M -30,974 -0.5%
Legal & General Group
18
Legal & General Group
United Kingdom
$444M -$14.6M -214,004 -4%
Norges Bank
19
Norges Bank
Norway
$438M -$30.1M -442,022 -7%
Goldman Sachs
20
Goldman Sachs
New York
$438M +$65.4M +961,378 +20%
Invesco
21
Invesco
Georgia
$403M +$19.3M +284,180 +6%
Amundi
22
Amundi
France
$394M +$65.7M +966,015 +22%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$352M -$41.3M -607,840 -12%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$278M +$327K +4,811 +0.1%
Charles Schwab
25
Charles Schwab
California
$275M +$7.12M +104,704 +3%

FTNT Hedge Fund Activity: Q2 2023 in Review

1,102 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q2 2023, worth a combined $39.4B — up 14% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new FTNT positions and 62 closed out — a net gain of 120 holders — while 391 added to existing stakes and 378 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $350M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $514M.

  • 1,102 institutional investors held Fortinet (FTNT) as of Q2 2023, up from 990 in Q1 2023.
  • Funds reported $39.4B of Fortinet stock for Q2 2023, up 14% quarter-over-quarter.
  • 182 funds opened new Fortinet positions in Q2 2023 and 62 closed out, a net change of +120 holders.
  • The largest Fortinet buyer in Q2 2023 was Fidelity Investments, an estimated $350M added.
  • The largest Fortinet seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $514M sold.

Based on aggregated 13F filings for Q2 2023.