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508 hedge funds and large institutions have $8.76B invested in F5 in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

24% more call options, than puts

Call options by funds: $72.5M | Put options by funds: $58.4M

10% more capital invested

Capital invested by funds: $7.99B → $8.76B (+$769M)

2% more funds holding

Funds holding: 497508 (+11)

1.27% more ownership

Funds ownership: 90.35%91.62% (+1.3%)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 197

Holders
508
Holders Change
+11
Holders Change %
+2.21%
% of All Funds
8.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
58
Increased
175
Reduced
197
Closed
43
Calls
$72.5M
Puts
$58.4M
Net Calls
+$14.1M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$44K +$9.54K +61 +29%
NSIM
427
North Star Investment Management
Illinois
$35.9K
AssetMark Inc
428
AssetMark Inc
California
$33.2K
RFA
429
Register Financial Advisors
Georgia
$31.9K -$2.81K -18 -8%
CFGS
430
Concourse Financial Group Securities
Alabama
$31.9K +$18.9K +121 +157%
CWC
431
Carolinas Wealth Consulting
North Carolina
$30.3K
WTC
432
WhitTier Trust Company
Nevada
$29.5K +$469 +3 +2%
LC
433
Lindbrook Capital
California
$28.2K +$313 +2 +1%
WT
434
Whittier Trust
California
$28K
CI
435
Cordant Inc
Oregon
$27.1K
JWM
436
Janiczek Wealth Management
Colorado
$26.6K +$3.6K +23 +16%
BTI
437
Blue Trust Inc
Georgia
$25K +$1.09K +7 +4%
BCM
438
BluePath Capital Management
Georgia
$23.8K +$23.1K +148 New
CM
439
Castleark Management
Illinois
$22.6K
DMBA
440
Deseret Mutual Benefit Administrators
Utah
$21.6K
EARNEST Partners
441
EARNEST Partners
Georgia
$20.5K
IA
442
IFP Advisors
Florida
$20.5K -$2.81K -18 -12%
BBHC
443
Brown Brothers Harriman & Co
New York
$19.7K -$2.03K -13 -10%
GC
444
Gould Capital
Washington
$16.2K
AS
445
AM Squared
Hong Kong
$16.1K -$282K -1,800 -95%
BCM
446
Bourgeon Capital Management
Connecticut
$16.1K
TPCW
447
TD Private Client Wealth
New York
$15.5K
NA
448
NewEdge Advisors
Louisiana
$15.3K -$15.6K -100 -51%
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$15K +$938 +6 +7%
EWA
450
EverSource Wealth Advisors
Alabama
$13.7K +$938 +6 +8%

FFIV Hedge Fund Activity: Q3 2023 in Review

508 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q3 2023, worth a combined $8.76B — up 9.6% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FFIV positions and 43 closed out — a net gain of 15 holders — while 175 added to existing stakes and 197 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $59.7M. The largest seller was Wellington Management Group, cutting an estimated $108M.

  • 508 institutional investors held F5 (FFIV) as of Q3 2023, up from 497 in Q2 2023.
  • Funds reported $8.76B of F5 stock for Q3 2023, up 9.6% quarter-over-quarter.
  • 58 funds opened new F5 positions in Q3 2023 and 43 closed out, a net change of +15 holders.
  • The largest F5 buyer in Q3 2023 was Alyeska Investment Group, an estimated $59.7M added.
  • The largest F5 seller in Q3 2023 was Wellington Management Group, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2023.