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494 hedge funds and large institutions have $8.24B invested in F5 in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 199 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $59.1M | Put options by funds: $31.3M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 171

2% more capital invested

Capital invested by funds: $8.1B → $8.24B (+$141M)

0.06% less ownership

Funds ownership: 94.16%94.1% (-0.06%)

6% less funds holding

Funds holding: 523494 (-29)

33% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 67

Holders
494
Holders Change
-29
Holders Change %
-5.54%
% of All Funds
7.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
199
Reduced
171
Closed
67
Calls
$59.1M
Puts
$31.3M
Net Calls
+$27.8M
Net Calls Change
+$9.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$54K +$7.07K +49 +15%
AIM
402
Anchor Investment Management
South Carolina
$49.5K
RFA
403
Register Financial Advisors
Georgia
$47.6K -$14.4K -100 -23%
SPIA
404
Steward Partners Investment Advisory
New York
$35.7K -$8.37K -58 -19%
JWM
405
Janiczek Wealth Management
Colorado
$35.5K +$3.46K +24 +11%
SOW
406
State of Wyoming
Wyoming
$34.8K +$34.5K +239 New
BTI
407
Blue Trust Inc
Georgia
$33K -$2.45K -17 -7%
NSIM
408
North Star Investment Management
Illinois
$32.5K
CAM
409
Close Asset Management
United Kingdom
$32K +$31.8K +220 New
PCA
410
Providence Capital Advisors
North Carolina
$31.9K -$3.88M -26,899 -99%
AssetMark Inc
411
AssetMark Inc
California
$30.6K +$577 +4 +2%
KTC
412
Kistler-Tiffany Companies
Pennsylvania
$29.9K
CWC
413
Carolinas Wealth Consulting
North Carolina
$29.1K
BONH
414
Bank of New Hampshire
New Hampshire
$27.8K -$21.9K -152 -44%
HIA
415
Harbor Investment Advisory
Maryland
$27.4K -$14.3K -99 -34%
WTC
416
WhitTier Trust Company
Nevada
$26.5K +$289 +2 +1%
AA
417
Addison Advisors
Vermont
$25.4K +$17.6K +122 +235%
WT
418
Whittier Trust
California
$25.4K
NA
419
NewEdge Advisors
Louisiana
$24.8K -$91.7K -635 -79%
CI
420
Cordant Inc
Oregon
$24.5K +$24.3K +168 New
HWA
421
Heritage Wealth Advisors
Virginia
$23.5K +$3.03K +21 +15%
BWA
422
BDO Wealth Advisors
Florida
$20.4K
CM
423
Castleark Management
Illinois
$20.4K
Capstone Investment Advisors
424
Capstone Investment Advisors
New York
$20K -$124K -856 -86%
BBHC
425
Brown Brothers Harriman & Co
New York
$19.7K -$2.6K -18 -12%

FFIV Hedge Fund Activity: Q1 2023 in Review

494 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q1 2023, worth a combined $8.24B — up 1.7% from $8.1B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of FFIV and 45 opened new positions — a net loss of 22 holders — while 171 trimmed existing stakes and 199 added.

The largest buyer was Invesco, adding an estimated $99.9M. The largest seller was JP Morgan Chase, cutting an estimated $182M.

  • 494 institutional investors held F5 (FFIV) as of Q1 2023, down from 523 in Q4 2022.
  • Funds reported $8.24B of F5 stock for Q1 2023, up 1.7% quarter-over-quarter.
  • 45 funds opened new F5 positions in Q1 2023 and 67 closed out, a net change of -22 holders.
  • The largest F5 buyer in Q1 2023 was Invesco, an estimated $99.9M added.
  • The largest F5 seller in Q1 2023 was JP Morgan Chase, an estimated $182M sold.

Based on aggregated 13F filings for Q1 2023.