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497 hedge funds and large institutions have $7.99B invested in F5 in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $36M

10% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 59

1% more funds holding

Funds holding: 494497 (+3)

3% less capital invested

Capital invested by funds: $8.24B → $7.99B (-$252M)

3.75% less ownership

Funds ownership: 94.1%90.35% (-3.8%)

16% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 200

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
497
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
168
Reduced
200
Closed
59
Calls
$52.6M
Puts
$36M
Net Calls
+$16.6M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
401
Larson Financial Group
Missouri
$64.6K
BFEC
402
Benjamin F. Edwards & Company
Missouri
$59K -$42.7K -300 -43%
C
403
Covestor
United Kingdom
$55K -$2.99K -21 -5%
SIM
404
Sentry Investment Management
Wisconsin
$54K +$52.2K +367 New
FPF
405
First Pacific Financial
Washington
$51.2K +$49.8K +350 New
AIM
406
Anchor Investment Management
South Carolina
$49.4K -$284 -2 -0.6%
SPIA
407
Steward Partners Investment Advisory
New York
$35.8K
NSIM
408
North Star Investment Management
Illinois
$32.6K
CAM
409
Close Asset Management
United Kingdom
$32K
RFA
410
Register Financial Advisors
Georgia
$31.6K -$15.8K -111 -34%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$31K -$22.7K -160 -43%
WTG
412
West Tower Group
Virginia
$30.3K +$29.4K +207 New
AssetMark Inc
413
AssetMark Inc
California
$30.1K -$569 -4 -2%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$30K
AA
415
Addison Advisors
Vermont
$30K +$4.41K +31 +18%
CWC
416
Carolinas Wealth Consulting
North Carolina
$29.3K
NA
417
NewEdge Advisors
Louisiana
$28.5K +$3.55K +25 +15%
WTC
418
WhitTier Trust Company
Nevada
$26.3K -$284 -2 -1%
WT
419
Whittier Trust
California
$25.4K
LC
420
Lindbrook Capital
California
$25.3K +$8.67K +61 +54%
CI
421
Cordant Inc
Oregon
$24.6K
BTI
422
Blue Trust Inc
Georgia
$24K -$10.1K -71 -30%
HIA
423
Harbor Investment Advisory
Maryland
$22.1K -$5.26K -37 -20%
BWA
424
BDO Wealth Advisors
Florida
$21.9K +$1.42K +10 +7%
IA
425
IFP Advisors
Florida
$21.2K +$5.26K +37 +34%

FFIV Hedge Fund Activity: Q2 2023 in Review

497 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q2 2023, worth a combined $7.99B — down 3.1% from $8.24B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FFIV positions and 59 closed out — a net gain of 6 holders — while 168 added to existing stakes and 200 trimmed.

The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $120M. The largest seller was Wellington Management Group, cutting an estimated $364M.

  • 497 institutional investors held F5 (FFIV) as of Q2 2023, up from 494 in Q1 2023.
  • Funds reported $7.99B of F5 stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 65 funds opened new F5 positions in Q2 2023 and 59 closed out, a net change of +6 holders.
  • The largest F5 buyer in Q2 2023 was Lyrical Asset Management, an estimated $120M added.
  • The largest F5 seller in Q2 2023 was Wellington Management Group, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2023.