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Fortinet

1,062 hedge funds and large institutions have $29.5B invested in Fortinet in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 344 increasing their positions, 447 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $494M | Put options by funds: $370M

4% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 147

0.62% more ownership

Funds ownership: 64.91%65.53% (+0.62%)

1% less funds holding

Funds holding: 1,0681,062 (-6)

2% less capital invested

Capital invested by funds: $29.9B → $29.5B (-$488M)

23% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 447

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

Holders
1,062
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
15.48%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.19%
New
153
Increased
344
Reduced
447
Closed
147
Calls
$494M
Puts
$370M
Net Calls
+$124M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.94B -$31.5M -569,257 -0.8%
BlackRock
2
BlackRock
New York
$3.17B +$217M +3,924,964 +8%
State Street
3
State Street
Massachusetts
$1.56B +$57.5M +1,041,135 +4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.52B -$178M -3,221,587 -11%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.07B -$19.4M -350,717 -2%
Morgan Stanley
6
Morgan Stanley
New York
$933M +$402M +7,271,598 +84%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$832M +$6.6M +119,438 +0.8%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$519M -$32.1M -581,602 -6%
Swedbank
9
Swedbank
Sweden
$462M -$2.1M -37,968 -0.5%
Fundsmith LLP
10
Fundsmith LLP
United Kingdom
$429M +$133M +2,407,603 +49%
Invesco
11
Invesco
Georgia
$424M +$91.4M +1,653,980 +30%
Northern Trust
12
Northern Trust
Illinois
$369M -$11.3M -203,673 -3%
Legal & General Group
13
Legal & General Group
United Kingdom
$358M +$34.5M +623,683 +11%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$350M -$90.4M -1,635,847 -21%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$329M -$71.4M -1,292,007 -19%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$318M +$185M +3,345,630 +161%
First Trust Advisors
17
First Trust Advisors
Illinois
$311M -$130M -2,360,532 -31%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$304M +$260M +4,703,300 +962%
Ameriprise
19
Ameriprise
Minnesota
$299M -$207M -3,750,951 -42%
Renaissance Technologies
20
Renaissance Technologies
New York
$297M -$5.41M -97,851 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$269M -$99.3M -1,797,314 -28%
Charles Schwab
22
Charles Schwab
California
$220M -$1.41M -25,499 -0.7%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$217M +$27.5M +497,589 +15%
Goldman Sachs
24
Goldman Sachs
New York
$215M -$158M -2,850,758 -44%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$214M -$283M -5,120,011 -58%

FTNT Hedge Fund Activity: Q4 2023 in Review

1,062 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q4 2023, worth a combined $29.5B — down 1.6% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new FTNT positions and 147 closed out — a net gain of 6 holders — while 344 added to existing stakes and 447 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $402M. The largest seller was Viking Global Investors, exiting entirely with an estimated $414M sold.

  • 1,062 institutional investors held Fortinet (FTNT) as of Q4 2023, down from 1,068 in Q3 2023.
  • Funds reported $29.5B of Fortinet stock for Q4 2023, down 1.6% quarter-over-quarter.
  • 153 funds opened new Fortinet positions in Q4 2023 and 147 closed out, a net change of +6 holders.
  • The largest Fortinet buyer in Q4 2023 was Morgan Stanley, an estimated $402M added.
  • The largest Fortinet seller in Q4 2023 was Viking Global Investors, an estimated $414M sold.

Based on aggregated 13F filings for Q4 2023.