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536 hedge funds and large institutions have $10.5B invested in F5 in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

93% more call options, than puts

Call options by funds: $128M | Put options by funds: $66.4M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

45% more capital invested

Capital invested by funds: $7.2B → $10.5B (+$3.26B)

7% more funds holding

Funds holding: 500536 (+36)

0.57% more ownership

Funds ownership: 95.9%96.47% (+0.57%)

15% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 198

Holders
536
Holders Change
+36
Holders Change %
+7.2%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
98
Increased
168
Reduced
198
Closed
53
Calls
$128M
Puts
$66.4M
Net Calls
+$61.6M
Net Calls Change
+$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
501
EARNEST Partners
Georgia
$5K
SWM
502
Sugarloaf Wealth Management
Georgia
$5K
TWA
503
TCI Wealth Advisors
Arizona
$5K +$607 +4 +15%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$5K +$2.43K +16 +123%
WPA
505
West Paces Advisors
Georgia
$4.57K
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$4K
CA
507
Clearstead Advisors
Ohio
$4K
EWA
508
Evolution Wealth Advisors
Florida
$4K
FGAM
509
Financial Gravity Asset Management
Texas
$4K +$3.04K +20 New
MIM
510
Macroview Investment Management
Maryland
$4K +$3.04K +20 New
Jones Financial Companies
511
Jones Financial Companies
Missouri
$4K +$3.34K +22 New
AIG
512
American International Group
New York
$3.53K -$12.4K -82 -0.4%
BBHC
513
Brown Brothers Harriman & Co
New York
$3K -$27.2K -179 -92%
AWA
514
Arkadios Wealth Advisors
Georgia
$3K -$12.1K -80 -80%
M
515
MOTCO
Texas
$3K
ED
516
Exane Derivatives
France
$2.46K
WAM
517
Wolverine Asset Management
Illinois
$2K -$27.5K -181 -92%
FHC
518
First Horizon Corporation
Tennessee
$2K
HI
519
Hudock Inc
Pennsylvania
$2K
AWM
520
Accel Wealth Management
Iowa
$2K +$1.52K +10 New
GLLW
521
Graves Light Lenhart Wealth
Virginia
$2K +$1.52K +10 New
IA
522
Inspire Advisors
Idaho
$2K +$1.67K +11 New
MA
523
MUFG Americas
New York
$2K +$1.82K +12 New
KFS
524
Kelly Financial Services
Massachusetts
$1.58K
SWA
525
Sutton Wealth Advisors
Florida
$1.23K +$455 +3 +75%

FFIV Hedge Fund Activity: Q4 2020 in Review

536 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q4 2020, worth a combined $10.5B — up 45% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new FFIV positions and 53 closed out — a net gain of 45 holders — while 168 added to existing stakes and 198 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $148M. The largest seller was Credit Suisse, cutting an estimated $80.5M.

  • 536 institutional investors held F5 (FFIV) as of Q4 2020, up from 500 in Q3 2020.
  • Funds reported $10.5B of F5 stock for Q4 2020, up 45% quarter-over-quarter.
  • 98 funds opened new F5 positions in Q4 2020 and 53 closed out, a net change of +45 holders.
  • The largest F5 buyer in Q4 2020 was Wellington Management Group, an estimated $148M added.
  • The largest F5 seller in Q4 2020 was Credit Suisse, an estimated $80.5M sold.

Based on aggregated 13F filings for Q4 2020.