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484 hedge funds and large institutions have $6.09B invested in F5 in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 164 increasing their positions, 190 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 92.47%93.79% (+1.3%)

6% less funds holding

Funds holding: 517484 (-33)

14% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 190

22% less capital invested

Capital invested by funds: $7.84B → $6.09B (-$1.75B)

23% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $54M

31% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 86

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
484
Holders Change
-33
Holders Change %
-6.38%
% of All Funds
10.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
59
Increased
164
Reduced
190
Closed
86
Calls
$41.7M
Puts
$54M
Net Calls
-$12.2M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
451
Gemmer Asset Management
California
$4K +$612 +5 +16%
GWS
452
Glassman Wealth Services
Virginia
$4K +$2.69K +22 +122%
LPWM
453
Lake Point Wealth Management
Texas
$4K +$5.14K +42 New
HWA
454
Heritage Wealth Advisors
Virginia
$3.2K
SFS
455
Sowell Financial Services
Arkansas
$3K -$243K -1,986 -99%
EARNEST Partners
456
EARNEST Partners
Georgia
$3K
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$3K
OIA
458
Optimum Investment Advisors
Illinois
$3K
SWM
459
Sugarloaf Wealth Management
Georgia
$3K
IA
460
IndexIQ Advisors
New York
$3K +$734 +6 +30%
TWA
461
TCI Wealth Advisors
Arizona
$3K +$1.1K +9 +41%
WPA
462
West Paces Advisors
Georgia
$2.77K
OAM
463
Optimal Asset Management
California
$2.61K +$1.97M +16,141 +193%
BBHC
464
Brown Brothers Harriman & Co
New York
$2K -$14.7K -120 -86%
OPS
465
Orion Portfolio Solutions
Nebraska
$2K -$1.59K -13 -36%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$2K -$978 -8 -32%
M
467
MOTCO
Texas
$2K +$1.83K +15 New
VFA
468
Valeo Financial Advisors
Indiana
$2K +$1.83K +15 New
AA
469
Advisory Alpha
Michigan
$1.86K +$1.83K +15 New
ED
470
Exane Derivatives
France
$1.49K
FCH
471
Freestone Capital Holdings
Washington
$1.15K -$872K -7,131 -40%
AF
472
Advisornet Financial
Minnesota
$1K
APC
473
Aspire Private Capital
North Carolina
$1K
BWM
474
BerganKDV Wealth Management
Minnesota
$1K
KFI
475
Key Financial Inc
Pennsylvania
$1K +$612 +5 New

FFIV Hedge Fund Activity: Q1 2020 in Review

484 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q1 2020, worth a combined $6.09B — down 22% from $7.84B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of FFIV and 59 opened new positions — a net loss of 27 holders — while 190 trimmed existing stakes and 164 added.

The largest buyer was American Century Companies, adding an estimated $179M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $46.7M sold.

  • 484 institutional investors held F5 (FFIV) as of Q1 2020, down from 517 in Q4 2019.
  • Funds reported $6.09B of F5 stock for Q1 2020, down 22% quarter-over-quarter.
  • 59 funds opened new F5 positions in Q1 2020 and 86 closed out, a net change of -27 holders.
  • The largest F5 buyer in Q1 2020 was American Century Companies, an estimated $179M added.
  • The largest F5 seller in Q1 2020 was Jupiter Investment Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q1 2020.